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First Trust Value Line Dividend Fund

478 hedge funds and large institutions have $8.07B invested in First Trust Value Line Dividend Fund in 2022 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 200 increasing their positions, 158 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
478
Holders Change
+15
Holders Change %
+3.24%
% of All Funds
7.56%
Holding in Top 10
54
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.82%
% of All Funds
0.85%
New
50
Increased
200
Reduced
158
Closed
28
Calls
Puts
$212K
Net Calls
-$212K
Net Calls Change
-$212K
Name Holding Trade Value Shares
Change
Shares
Change %
IWP
301
IAG Wealth Partners
Wisconsin
$547K -$9.77K -231 -2%
Creative Planning
302
Creative Planning
Kansas
$546K +$74.5K +1,761 +16%
RA
303
RFG Advisory
Alabama
$544K +$58.5K +1,383 +12%
Citadel Advisors
304
Citadel Advisors
Florida
$543K +$543K +12,841 New
CRI
305
Colonial River Investments
Virginia
$542K +$276K +6,510 +103%
CCA
306
Cadent Capital Advisors
Oklahoma
$523K +$719 +17 +0.1%
YIH
307
Y-Intercept (HK)
Hong Kong
$515K -$58.6K -1,386 -10%
LAS
308
LWM Advisory Services
Florida
$501K +$90.9K +2,151 +22%
IC
309
IEQ Capital
California
$492K +$2.16K +51 +0.4%
WCFA
310
Walkner Condon Financial Advisors
Wisconsin
$485K +$485K +11,468 New
C
311
CEDRUS
Colorado
$481K +$102K +2,400 +27%
AIC
312
Archer Investment Corporation
Indiana
$476K
OPS
313
Orion Portfolio Solutions
Nebraska
$470K +$159K +3,751 +51%
CAP
314
Columbia Advisory Partners
Washington
$458K +$458K +10,833 New
HNB
315
Huntington National Bank
Ohio
$457K -$239K
IP
316
Ignite Planners
California
$449K
HFP
317
Holistic Financial Partners
Indiana
$448K +$1.65K +39 +0.4%
LA
318
LexAurum Advisors
Kansas
$441K -$36K -852 -8%
PWM
319
Perigon Wealth Management
California
$440K -$55.3K -1,308 -11%
ACG
320
Allen Capital Group
Nebraska
$440K +$440K +10,410 New
CWM
321
Concentrum Wealth Management
California
$439K +$209K +4,951 +91%
MCCP
322
Mission Creek Capital Partners
California
$419K -$36.3K -859 -8%
SFPG
323
Stonebridge Financial Planning Group
Florida
$415K +$40.3K +952 +11%
CAG
324
Csenge Advisory Group
Florida
$401K -$789K -18,649 -66%
FFA
325
Founders Financial Alliance
North Carolina
$395K +$7.37K +174 +2%