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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 %
TA
326
TrueWealth Advisors
Alabama
$509K +$29.9K +799 +6%
RIA
327
Regal Investment Advisors
Michigan
$507K -$35.8K -958 -7%
IWP
328
IAG Wealth Partners
Wisconsin
$507K -$15K -400 -3%
TAM
329
Tucker Asset Management
Colorado
$500K +$169K +4,526 +51%
SC
330
Sykon Capital
New York
$499K +$35.3K +944 +8%
CG
331
Caprock Group
Idaho
$499K +$8.56K +229 +2%
SWM
332
Shakespeare Wealth Management
Wisconsin
$498K +$8.75K +234 +2%
HA
333
Herold Advisors
New York
$495K -$26.3K -704 -5%
LWM
334
Laidlaw Wealth Management
New York
$494K +$494K +13,208 New
IWA
335
Inspirion Wealth Advisors
Illinois
$488K +$52.5K +1,405 +12%
GW
336
GW & Wade
Massachusetts
$488K
IF
337
Intrua Financial
Texas
$487K -$35.8K -958 -7%
AWM
338
Apollon Wealth Management
South Carolina
$486K -$9.35M -249,969 -95%
DWM
339
Darwin Wealth Management
Florida
$485K -$40.5K -1,082 -8%
TSS
340
Two Sigma Securities
New York
$484K +$484K +12,940 New
OPA
341
Old Port Advisors
Maine
$479K +$479K +12,801 New
Two Sigma Advisers
342
Two Sigma Advisers
New York
$475K +$475K +12,700 New
YIH
343
Y-Intercept (HK)
Hong Kong
$466K +$466K +12,468 New
CCA
344
Cadent Capital Advisors
Oklahoma
$465K +$748 +20 +0.2%
LSA
345
Lion Street Advisors
Texas
$462K -$520K -13,900 -53%
KWA
346
Kingswood Wealth Advisors
California
$457K -$2.3M -28,411 -83%
LT
347
Legacy Trust
Michigan
$451K
SWM
348
SeaCrest Wealth Management
New York
$445K -$37 -1 -0%
HSA
349
HBK Sorce Advisory
Pennsylvania
$443K +$37.7K +1,008 +9%
SFP
350
Strategic Financial Partners
Oregon
$426K +$13.3K +356 +3%