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First Trust Value Line Dividend Fund

478 hedge funds and large institutions have $8.07B invested in First Trust Value Line Dividend Fund in 2022 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 200 increasing their positions, 158 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
478
Holders Change
+15
Holders Change %
+3.24%
% of All Funds
7.56%
Holding in Top 10
54
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.82%
% of All Funds
0.85%
New
50
Increased
200
Reduced
158
Closed
28
Calls
Puts
$212K
Net Calls
-$212K
Net Calls Change
-$212K
Name Holding Trade Value Shares
Change
Shares
Change %
JIP
326
Jaffetilchin Investment Partners
Florida
$388K -$71.8K -1,807 -16%
Fifth Third Bancorp
327
Fifth Third Bancorp
Ohio
$385K
PPA
328
Parametric Portfolio Associates
Washington
$380K +$14.4K +340 +4%
LSA
329
Lion Street Advisors
Texas
$379K +$127 +3 +0%
CWC
330
Carolinas Wealth Consulting
North Carolina
$375K +$169 +4 +0%
HH
331
Hilltop Holdings
Texas
$373K +$373K +8,811 New
SW
332
Solidarity Wealth
Utah
$369K +$369K +8,668 New
PP
333
PFS Partners
New Jersey
$359K +$127 +3 +0%
RFN
334
RDA Financial Network
Iowa
$355K
BF
335
BOK Financial
Oklahoma
$348K -$887 -21 -0.3%
GPA
336
Guerra Pan Advisors
New Jersey
$344K
PFA
337
Pinnacle Family Advisors
Missouri
$339K -$2.45K -58 -0.7%
AWM
338
Apollon Wealth Management
South Carolina
$336K -$69.6K -1,647 -17%
CAM
339
Concorde Asset Management
Michigan
$330K +$83.6K +1,977 +34%
SI
340
Saxon Interests
Texas
$327K +$1.44K +34 +0.4%
BMC
341
Beaton Management Company
Massachusetts
$327K +$12.3K +290 +4%
SCFS
342
S.C. Financial Services
Arizona
$326K -$6.72K -159 -2%
QPW
343
Quantum Private Wealth
Florida
$326K
BAM
344
Bellevue Asset Management
Washington
$324K
GT
345
Greenleaf Trust
Michigan
$320K -$14.7K -348 -4%
WFA
346
WMG Financial Advisors
Tennessee
$319K -$6.29K -149 -2%
PWA
347
Peterson Wealth Advisors
Utah
$315K
USCWA
348
U.S. Capital Wealth Advisors
Texas
$315K +$315K +7,441 New
RWM
349
Ritholtz Wealth Management
New York
$313K -$17.1K -405 -5%
AMR
350
Asset Management Resources
Massachusetts
$310K