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First Trust Value Line Dividend Fund

507 hedge funds and large institutions have $6.96B invested in First Trust Value Line Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 161 increasing their positions, 222 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
-10
Holders Change %
-1.93%
% of All Funds
8.08%
Holding in Top 10
51
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.27%
% of All Funds
0.81%
New
48
Increased
161
Reduced
222
Closed
44
Calls
Puts
$7K
Net Calls
-$7K
Net Calls Change
+$7.28M
Name Holding Trade Value Shares
Change
Shares
Change %
BWP
301
Bernardo Wealth Planning
Pennsylvania
$595K +$187 +5 +0%
WKSWA
302
White Knight Strategic Wealth Advisors
New Jersey
$589K -$113K -3,015 -16%
SAM
303
Strategy Asset Managers
California
$587K +$10.8K +290 +2%
PIAS
304
PCA Investment Advisory Services
Ohio
$586K -$94.2K -2,520 -14%
TWM
305
TriaGen Wealth Management
California
$584K -$5.91K -158 -1%
CFGS
306
Concourse Financial Group Securities
Alabama
$577K -$68.9K -1,843 -11%
QCG
307
Quadrant Capital Group
Ohio
$572K +$572K +15,297 New
WC
308
Waterloo Capital
Texas
$571K +$571K +15,283 New
MIM
309
MTM Investment Management
South Carolina
$571K -$15.1K -405 -3%
BAM
310
Belpointe Asset Management
Nevada
$567K +$15.7K +421 +3%
SF
311
Synovus Financial
Georgia
$557K +$20.1K +538 +4%
APWA
312
Atlas Private Wealth Advisors
New Jersey
$549K -$20.4K -545 -4%
PFA
313
Plotkin Financial Advisors
Maryland
$548K -$76.2K -2,038 -12%
CCG
314
Cypress Capital Group
Florida
$548K -$175K -4,678 -24%
HWP
315
Hibernia Wealth Partners
Louisiana
$545K +$545K +14,585 New
UCFA
316
United Capital Financial Advisors
Texas
$537K -$32.4K -867 -6%
WCFA
317
Walkner Condon Financial Advisors
Wisconsin
$536K +$51.2K +1,369 +11%
KWS
318
Keystone Wealth Services
California
$529K -$13.6K -365 -3%
AWM
319
Axxcess Wealth Management
California
$526K +$526K +14,077 New
PFA
320
Pinnacle Family Advisors
Missouri
$525K +$142K +3,788 +37%
CAAS
321
Capital Asset Advisory Services
Michigan
$520K -$5.66M -150,373 -92%
GT
322
Greenleaf Trust
Michigan
$519K +$164K +4,396 +46%
GAA
323
Global Assets Advisory
Florida
$515K -$17.8K -477 -3%
BFG
324
Bleakley Financial Group
New Jersey
$514K -$13.4K -359 -3%
PFO
325
Pathstone Family Office
New Jersey
$512K +$512K +13,693 New