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First Trust Value Line Dividend Fund

517 hedge funds and large institutions have $7.83B invested in First Trust Value Line Dividend Fund in 2023 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 194 increasing their positions, 197 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
517
Holders Change
+6
Holders Change %
+1.17%
% of All Funds
8.15%
Holding in Top 10
55
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-17.91%
% of All Funds
0.87%
New
49
Increased
194
Reduced
197
Closed
36
Calls
$68K
Puts
$7.35M
Net Calls
-$7.28M
Net Calls Change
-$7.28M
Name Holding Trade Value Shares
Change
Shares
Change %
EWA
301
Encompass Wealth Advisors
Oregon
$702K
SFG
302
StrategIQ Financial Group
Indiana
$701K
CFGS
303
Concourse Financial Group Securities
Alabama
$693K +$10.9K +271 +2%
RA
304
Ruggaard & Associates
Ohio
$687K +$111K +2,780 +19%
MMHP
305
Murphy Middleton Hinkle & Parker
Georgia
$686K +$1.08K +27 +0.2%
CS
306
Capital Square
Tennessee
$684K +$361 +9 +0.1%
CWA
307
Clarus Wealth Advisors
Arizona
$682K -$13.4K -338 -2%
MA
308
MONECO Advisors
Connecticut
$681K -$192K -4,787 -22%
PFA
309
Plotkin Financial Advisors
Maryland
$669K -$43.1K -1,076 -6%
AssetMark Inc
310
AssetMark Inc
California
$659K +$659K +16,442 New
TRCT
311
Tower Research Capital (TRC)
New York
$649K -$3.54M -88,319 -85%
MSAM
312
Moloney Securities Asset Management
Missouri
$648K +$2.29K +57 +0.4%
BWP
313
Bernardo Wealth Planning
Pennsylvania
$638K +$80 +2 +0%
TWM
314
TriaGen Wealth Management
California
$633K -$14.5K -361 -2%
MIM
315
MTM Investment Management
South Carolina
$629K
CF
316
Centaurus Financial
California
$623K -$299K -7,473 -32%
SAM
317
Strategy Asset Managers
California
$618K +$1.88K +47 +0.3%
UCFA
318
United Capital Financial Advisors
Texas
$611K -$39.1K -975 -6%
APWA
319
Atlas Private Wealth Advisors
New Jersey
$611K +$241K +6,011 +65%
BAM
320
Belpointe Asset Management
Nevada
$591K -$2.36M -58,796 -80%
KWS
321
Keystone Wealth Services
California
$582K -$14.6K -364 -2%
RIA
322
Regal Investment Advisors
Michigan
$582K -$262K -6,539 -31%
SF
323
Synovus Financial
Georgia
$576K -$1K -25 -0.2%
GAA
324
Global Assets Advisory
Florida
$571K
BFG
325
Bleakley Financial Group
New Jersey
$565K +$4.53K +113 +0.8%