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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 %
DWM
326
Darwin Wealth Management
Florida
$563K +$126K +3,143 +29%
IF
327
Intrua Financial
Texas
$560K +$24.9K +622 +5%
IWP
328
IAG Wealth Partners
Wisconsin
$559K -$4.53K -113 -0.8%
HA
329
Herold Advisors
New York
$559K +$559K +13,942 New
V
330
Veritable
Delaware
$546K +$3.61K +90 +0.7%
CG
331
Caprock Group
Idaho
$526K
SWM
332
Shakespeare Wealth Management
Wisconsin
$524K -$30.5K -760 -5%
GW
333
GW & Wade
Massachusetts
$523K
WCFA
334
Walkner Condon Financial Advisors
Wisconsin
$520K -$4.61K -115 -0.9%
TA
335
TrueWealth Advisors
Alabama
$513K +$136K +3,381 +36%
SC
336
Sykon Capital
New York
$498K +$498K +12,414 New
CCA
337
Cadent Capital Advisors
Oklahoma
$498K -$1.44K -36 -0.3%
CB
338
Commerce Bank
Missouri
$485K -$43.2K -1,078 -8%
LT
339
Legacy Trust
Michigan
$483K +$115K +2,859 +31%
M1FG
340
Mach-1 Financial Group
Arkansas
$481K +$328K +8,176 +213%
SWM
341
SeaCrest Wealth Management
New York
$478K +$38.9K +971 +9%
IWA
342
Inspirion Wealth Advisors
Illinois
$467K +$14.8K +370 +3%
Bank of Montreal
343
Bank of Montreal
Ontario, Canada
$464K +$202K +4,982 +77%
CA
344
CoreCap Advisors
Michigan
$463K +$463K +11,551 New
PFA
345
Pinnacle Family Advisors
Missouri
$451K -$41.5K -945 -8%
SFP
346
Strategic Financial Partners
Oregon
$442K -$3.29K -82 -0.7%
BIP
347
Blueprint Investment Partners
North Carolina
$442K -$245K -6,115 -36%
AIC
348
Archer Investment Corporation
Indiana
$440K +$16.4K +410 +4%
CAG
349
Curtis Advisory Group
California
$439K -$109K -2,714 -20%
HSA
350
HBK Sorce Advisory
Pennsylvania
$435K -$21.8K -545 -5%