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First Trust Value Line Dividend Fund

511 hedge funds and large institutions have $7.8B invested in First Trust Value Line Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 191 increasing their positions, 185 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
511
Holders Change
+1
Holders Change %
+0.2%
% of All Funds
8.18%
Holding in Top 10
67
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.63%
% of All Funds
1.07%
New
56
Increased
191
Reduced
185
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Natixis Advisors
326
Natixis Advisors
Massachusetts
$549K -$60.7K -1,512 -10%
CAG
327
Curtis Advisory Group
California
$549K -$8.03K -200 -1%
V
328
Veritable
Delaware
$544K +$2.81K +70 +0.5%
IF
329
Intrua Financial
Texas
$537K -$37.8K -941 -7%
PWM
330
Prosperity Wealth Management
California
$535K -$12.1K -302 -2%
CB
331
Commerce Bank
Missouri
$529K +$104K +2,578 +24%
CG
332
Caprock Group
Idaho
$526K
WCFA
333
Walkner Condon Financial Advisors
Wisconsin
$526K +$81.2K +2,023 +18%
GW
334
GW & Wade
Massachusetts
$524K
CCA
335
Cadent Capital Advisors
Oklahoma
$500K +$843 +21 +0.2%
YIH
336
Y-Intercept (HK)
Hong Kong
$495K +$495K +12,318 New
GCM
337
Gallacher Capital Management
Colorado
$493K -$464K -11,547 -48%
HWM
338
HFG Wealth Management
Texas
$488K +$488K +12,160 New
IC
339
IEQ Capital
California
$478K +$2.49K +62 +0.5%
HSA
340
HBK Sorce Advisory
Pennsylvania
$458K -$471K -11,720 -51%
MWM
341
Meridian Wealth Management
Kentucky
$455K -$50.8K -1,265 -10%
IWA
342
Inspirion Wealth Advisors
Illinois
$453K -$20.1K -500 -4%
PFA
343
Pinnacle Family Advisors
Missouri
$450K +$126K +3,144 +39%
SFP
344
Strategic Financial Partners
Oregon
$446K -$55.5K -1,381 -11%
DWM
345
Darwin Wealth Management
Florida
$443K +$203K +5,005 +85%
PP
346
Prudential plc
United Kingdom
$442K -$50.8M -1,265,200 -99%
SWM
347
SeaCrest Wealth Management
New York
$440K +$37.9K +943 +9%
Fifth Third Bancorp
348
Fifth Third Bancorp
Ohio
$439K +$40.5K +1,008 +10%
LFG
349
Larson Financial Group
Missouri
$437K -$19.4K -482 -4%
SIAS
350
Summit Investment Advisory Services
Minnesota
$426K +$12.6K +313 +3%