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First Trust Value Line Dividend Fund

481 hedge funds and large institutions have $7.5B invested in First Trust Value Line Dividend Fund in 2022 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 184 increasing their positions, 174 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
481
Holders Change
+3
Holders Change %
+0.63%
% of All Funds
8.13%
Holding in Top 10
53
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.85%
% of All Funds
0.9%
New
40
Increased
184
Reduced
174
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IF
301
Intrua Financial
Texas
$527K -$33.7K -870 -6%
V
302
Veritable
Delaware
$516K +$2.25K +58 +0.4%
CGFA
303
Colton Groome Financial Advisors
North Carolina
$509K -$314K -8,088 -38%
CG
304
Caprock Group
Idaho
$506K -$57.8K -1,490 -10%
GW
305
GW & Wade
Massachusetts
$506K -$20K -515 -4%
IWP
306
IAG Wealth Partners
Wisconsin
$489K -$13K -334 -3%
CCA
307
Cadent Capital Advisors
Oklahoma
$480K +$698 +18 +0.1%
SWM
308
SeaCrest Wealth Management
New York
$479K -$70.3K -1,812 -13%
LAS
309
LWM Advisory Services
Florida
$463K +$2.64K +68 +0.6%
IC
310
IEQ Capital
California
$458K +$6.9K +178 +2%
BTI
311
Blue Trust Inc
Georgia
$447K +$447K +10,570 New
RFN
312
Redwood Financial Network
Ohio
$444K -$178K -4,595 -29%
CRI
313
Colonial River Investments
Virginia
$441K -$56.5K -1,453 -11%
WCFA
314
Walkner Condon Financial Advisors
Wisconsin
$439K -$6.29K -162 -1%
AIC
315
Archer Investment Corporation
Indiana
$426K -$10.4K -269 -2%
HFP
316
Holistic Financial Partners
Indiana
$412K +$1.24K +32 +0.3%
LA
317
LexAurum Advisors
Kansas
$406K +$854 +22 +0.2%
MCCP
318
Mission Creek Capital Partners
California
$406K +$21.1K +543 +5%
ACG
319
Allen Capital Group
Nebraska
$404K
PWM
320
Perigon Wealth Management
California
$388K -$16.4K -421 -4%
SFPG
321
Stonebridge Financial Planning Group
Florida
$386K +$4.85K +125 +1%
MCC
322
Money Concepts Capital
Florida
$382K -$2.81M -71,385 -88%
JIP
323
Jaffetilchin Investment Partners
Florida
$381K +$1.59K +41 +0.4%
C
324
CEDRUS
Colorado
$375K -$66K -1,700 -15%
HH
325
Hilltop Holdings
Texas
$369K +$26.7K +686 +8%