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First Trust Value Line Dividend Fund

480 hedge funds and large institutions have $7.02B invested in First Trust Value Line Dividend Fund in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 205 increasing their positions, 168 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
480
Holders Change
-1
Holders Change %
-0.21%
% of All Funds
8.3%
Holding in Top 10
54
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.89%
% of All Funds
0.93%
New
31
Increased
205
Reduced
168
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
301
Shakespeare Wealth Management
Wisconsin
$496K -$3.01K -84 -0.6%
IWA
302
Inspirion Wealth Advisors
Illinois
$494K -$44.5K -1,242 -8%
Creative Planning
303
Creative Planning
Kansas
$487K -$43.4K -1,212 -8%
PFA
304
Plotkin Financial Advisors
Maryland
$482K -$4.9K -137 -1%
IF
305
Intrua Financial
Texas
$480K -$5.97K -167 -1%
V
306
Veritable
Delaware
$479K +$2.65K +74 +0.6%
CG
307
Caprock Group
Idaho
$469K +$2.61K +73 +0.6%
GW
308
GW & Wade
Massachusetts
$467K
MWM
309
Meridian Wealth Management
Kentucky
$451K +$451K +12,595 New
SFP
310
Strategic Financial Partners
Oregon
$447K -$100K -2,795 -18%
CCA
311
Cadent Capital Advisors
Oklahoma
$444K +$752 +21 +0.2%
LFG
312
Larson Financial Group
Missouri
$424K -$312K -8,720 -42%
Fifth Third Bancorp
313
Fifth Third Bancorp
Ohio
$424K +$115K +3,224 +37%
MC
314
Moors & Cabot
Massachusetts
$422K -$153K -4,262 -27%
IC
315
IEQ Capital
California
$420K -$2.29K -64 -0.5%
HSA
316
HBK Sorce Advisory
Pennsylvania
$418K +$418K +11,668 New
CB
317
Commerce Bank
Missouri
$415K +$104K +2,900 +33%
BTI
318
Blue Trust Inc
Georgia
$410K
WCFA
319
Walkner Condon Financial Advisors
Wisconsin
$403K -$1.43K -40 -0.4%
CRI
320
Colonial River Investments
Virginia
$402K -$4.15K -116 -1%
RFN
321
Redwood Financial Network
Ohio
$396K -$13.4K -375 -3%
CGFA
322
Colton Groome Financial Advisors
North Carolina
$392K -$77K -2,151 -16%
AIC
323
Archer Investment Corporation
Indiana
$391K -$2K -56 -0.5%
MCC
324
Money Concepts Capital
Florida
$382K +$34.1K +953 +10%
HFP
325
Holistic Financial Partners
Indiana
$381K +$609 +17 +0.2%