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First Trust Value Line Dividend Fund

510 hedge funds and large institutions have $7.98B invested in First Trust Value Line Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 199 increasing their positions, 163 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
510
Holders Change
+30
Holders Change %
+6.25%
% of All Funds
8.23%
Holding in Top 10
71
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+31.48%
% of All Funds
1.15%
New
70
Increased
199
Reduced
163
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MMHP
301
Murphy Middleton Hinkle & Parker
Georgia
$681K +$1.12K +28 +0.2%
MSAM
302
Moloney Securities Asset Management
Missouri
$662K +$120 +3 +0%
CS
303
Capital Square
Tennessee
$653K -$3.59K -90 -0.5%
SF
304
Synovus Financial
Georgia
$644K +$718 +18 +0.1%
PFA
305
Plotkin Financial Advisors
Maryland
$638K +$101K +2,528 +19%
BWP
306
Bernardo Wealth Planning
Pennsylvania
$635K -$358K -8,977 -36%
CF
307
Centaurus Financial
California
$626K -$17.7K -443 -3%
MIM
308
MTM Investment Management
South Carolina
$626K
TWM
309
TriaGen Wealth Management
California
$623K
SAM
310
Strategy Asset Managers
California
$611K -$80.6K -2,019 -12%
Natixis Advisors
311
Natixis Advisors
Massachusetts
$606K -$11.1K -279 -2%
CAN
312
Claraphi Advisory Network
United States
$606K +$282K +7,055 +87%
CAP
313
Columbia Advisory Partners
Washington
$597K -$162K -4,057 -21%
KWS
314
Keystone Wealth Services
California
$594K +$120 +3 +0%
APWA
315
Atlas Private Wealth Advisors
New Jersey
$585K -$73.4K -1,839 -11%
PWM
316
Purus Wealth Management
California
$583K +$4.99K +125 +0.9%
Qube Research & Technologies (QRT)
317
Qube Research & Technologies (QRT)
United Kingdom
$576K +$576K +14,429 New
AWM
318
Avior Wealth Management
Nebraska
$572K -$40 -1 -0%
IF
319
Intrua Financial
Texas
$570K +$35.1K +881 +7%
GAA
320
Global Assets Advisory
Florida
$569K -$9.26K -232 -2%
IWP
321
IAG Wealth Partners
Wisconsin
$566K -$32.6K -818 -5%
BFG
322
Bleakley Financial Group
New Jersey
$558K +$558K +13,992 New
SFG
323
StrategIQ Financial Group
Indiana
$558K
SWM
324
Shakespeare Wealth Management
Wisconsin
$553K
CAG
325
Curtis Advisory Group
California
$553K -$62.7K -1,570 -10%