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First Trust Value Line Dividend Fund

480 hedge funds and large institutions have $7.02B invested in First Trust Value Line Dividend Fund in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 205 increasing their positions, 168 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
480
Holders Change
-1
Holders Change %
-0.21%
% of All Funds
8.3%
Holding in Top 10
54
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.89%
% of All Funds
0.93%
New
31
Increased
205
Reduced
168
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
351
Apollon Wealth Management
South Carolina
$287K -$1.04K -29 -0.4%
BF
352
BOK Financial
Oklahoma
$284K -$11.1K -311 -4%
CWM
353
Curi Wealth Management
North Carolina
$284K +$284K +7,928 New
QPW
354
Quantum Private Wealth
Florida
$276K
USCWA
355
U.S. Capital Wealth Advisors
Texas
$274K -$6.41K -179 -2%
GT
356
Greenleaf Trust
Michigan
$271K
BMC
357
Beaton Management Company
Massachusetts
$269K -$7.15K -200 -3%
PWA
358
Peterson Wealth Advisors
Utah
$266K
RWM
359
Ritholtz Wealth Management
New York
$264K +$322 +9 +0.1%
ICM
360
Intrepid Capital Management
Florida
$263K +$263K +7,348 New
SWMG
361
Signature Wealth Management Group
Georgia
$261K
WFS
362
Weitzel Financial Services
Iowa
$261K -$680 -19 -0.3%
MYIA
363
Mount Yale Investment Advisors
Colorado
$258K +$258K +7,212 New
BAM
364
Bellevue Asset Management
Washington
$257K
SPWM
365
Schrum Private Wealth Management
Florida
$251K
RA
366
Riverstone Advisors
Texas
$249K
OCM
367
Objective Capital Management
Ohio
$246K +$35.8K +1,000 +17%
AA
368
ACT Advisors
North Carolina
$243K -$9.68K -270 -4%
Brown Advisory
369
Brown Advisory
Maryland
$242K +$242K +6,759 New
PFP
370
Paragon Financial Partners
California
$238K
RSWM
371
Robertson Stephens Wealth Management
California
$237K +$237K +6,631 New
Jones Financial Companies
372
Jones Financial Companies
Missouri
$232K +$144K +4,034 +164%
OSAM
373
O'Shaughnessy Asset Management
Connecticut
$231K -$36 -1 -0%
C
374
Certuity
Florida
$231K
HWM
375
HB Wealth Management
Georgia
$228K -$28.3K -789 -11%