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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 %
PWA
351
Peterson Wealth Advisors
Utah
$289K
RWM
352
Ritholtz Wealth Management
New York
$286K -$736 -19 -0.3%
WW
353
Waterfront Wealth
Kansas
$284K +$1.17K +30 +0.4%
WFS
354
Weitzel Financial Services
Iowa
$283K +$88.2K +2,272 +45%
SWMG
355
Signature Wealth Management Group
Georgia
$283K
HWM
356
HB Wealth Management
Georgia
$278K +$31.6K +812 +13%
FHA
357
First Horizon Advisors
Tennessee
$275K +$275K +7,124 New
BAM
358
Bellevue Asset Management
Washington
$274K -$21.4K -550 -7%
AA
359
ACT Advisors
North Carolina
$274K +$389 +10 +0.1%
SPWM
360
Schrum Private Wealth Management
Florida
$272K
RA
361
Riverstone Advisors
Texas
$270K +$270K +6,951 New
TF
362
TIAA FSB
Florida
$269K +$269K +6,936 New
EIA
363
Eldridge Investment Advisors
New Hampshire
$267K -$2.52K -65 -0.9%
SCFS
364
S.C. Financial Services
Arizona
$259K -$40.2K -1,036 -13%
PFP
365
Paragon Financial Partners
California
$259K
CW
366
CreativeOne Wealth
Kansas
$252K +$252K +6,495 New
C
367
Certuity
Florida
$251K -$11.6K -299 -4%
OSAM
368
O'Shaughnessy Asset Management
Connecticut
$250K -$852 -22 -0.3%
CCA
369
Checchi Capital Advisers
California
$244K +$244K +6,000 New
VCM
370
Vigilant Capital Management
Maine
$242K
DWMG
371
DB Wealth Management Group
California
$238K
MFG
372
Merit Financial Group
Georgia
$237K +$237K +6,119 New
VWA
373
Visionary Wealth Advisors
Illinois
$235K +$19.4K +501 +9%
OWA
374
Opal Wealth Advisors
New York
$235K +$235K +6,057 New
ACM
375
Anfield Capital Management
California
$234K