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First Trust Value Line Dividend Fund

481 hedge funds and large institutions have $7.5B invested in First Trust Value Line Dividend Fund in 2022 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 184 increasing their positions, 174 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
481
Holders Change
+3
Holders Change %
+0.63%
% of All Funds
8.13%
Holding in Top 10
53
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.85%
% of All Funds
0.9%
New
40
Increased
184
Reduced
174
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IP
326
Ignite Planners
California
$366K -$55K -1,401 -13%
SAM
327
Strategy Asset Managers
California
$365K -$507K -13,041 -58%
CAG
328
Csenge Advisory Group
Florida
$365K -$3.11K -80 -0.8%
FFA
329
Founders Financial Alliance
North Carolina
$355K -$7.26K -187 -2%
CWC
330
Carolinas Wealth Consulting
North Carolina
$345K +$194 +5 +0.1%
Two Sigma Investments
331
Two Sigma Investments
New York
$345K +$345K +8,900 New
SW
332
Solidarity Wealth
Utah
$341K -$11.7K -288 -3%
GPA
333
Guerra Pan Advisors
New Jersey
$339K
CB
334
Commerce Bank
Missouri
$338K +$146K +3,753 +76%
Fifth Third Bancorp
335
Fifth Third Bancorp
Ohio
$335K -$18.2K -470 -5%
PP
336
PFS Partners
New Jersey
$329K +$78 +2 +0%
RFN
337
RDA Financial Network
Iowa
$326K
BF
338
BOK Financial
Oklahoma
$321K +$855 +22 +0.3%
FTUS
339
Flow Traders U.S.
New York
$316K +$316K +8,153 New
PFA
340
Pinnacle Family Advisors
Missouri
$315K +$3.95K +102 +1%
Citadel Advisors
341
Citadel Advisors
Florida
$314K -$185K -4,761 -37%
AWM
342
Apollon Wealth Management
South Carolina
$313K +$3.81K +98 +1%
USCWA
343
U.S. Capital Wealth Advisors
Texas
$304K +$15.4K +396 +5%
BMC
344
Beaton Management Company
Massachusetts
$300K
QPW
345
Quantum Private Wealth
Florida
$299K
LSA
346
Lion Street Advisors
Texas
$297K -$73.5K -1,783 -20%
LFAS
347
Level Four Advisory Services
Texas
$296K +$25K +645 +9%
FA
348
Fermata Advisors
California
$296K +$296K +7,625 New
GT
349
Greenleaf Trust
Michigan
$294K
WFA
350
WMG Financial Advisors
Tennessee
$293K