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First Trust Value Line Dividend Fund

510 hedge funds and large institutions have $7.98B invested in First Trust Value Line Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 199 increasing their positions, 163 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
510
Holders Change
+30
Holders Change %
+6.25%
% of All Funds
8.23%
Holding in Top 10
71
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+31.48%
% of All Funds
1.15%
New
70
Increased
199
Reduced
163
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
351
SeaCrest Wealth Management
New York
$399K -$4.43K -111 -1%
SFPG
352
Stonebridge Financial Planning Group
Florida
$397K
Fifth Third Bancorp
353
Fifth Third Bancorp
Ohio
$396K -$77.7K -1,946 -16%
LA
354
LexAurum Advisors
Kansas
$392K +$599 +15 +0.2%
FA
355
Fermata Advisors
California
$384K +$639 +16 +0.2%
RFN
356
Redwood Financial Network
Ohio
$378K -$63.5K -1,590 -14%
BTI
357
Blue Trust Inc
Georgia
$378K
IP
358
Ignite Planners
California
$378K
MC
359
Moors & Cabot
Massachusetts
$378K -$93K -2,330 -20%
JIP
360
Jaffetilchin Investment Partners
Florida
$376K -$2.87K -72 -0.8%
Bank of Montreal
361
Bank of Montreal
Ontario, Canada
$369K +$52.2K +1,272 +16%
LT
362
Legacy Trust
Michigan
$367K +$367K +9,201 New
WW
363
Waterfront Wealth
Kansas
$360K +$4.86K +120 +1%
CAG
364
Csenge Advisory Group
Florida
$360K -$15.1K -379 -4%
C
365
CEDRUS
Colorado
$354K -$31.9K -800 -8%
Brown Advisory
366
Brown Advisory
Maryland
$336K +$66.5K +1,666 +25%
RFN
367
RDA Financial Network
Iowa
$333K
GPA
368
Guerra Pan Advisors
New Jersey
$332K -$798 -20 -0.2%
FFA
369
Founders Financial Alliance
North Carolina
$330K +$200 +5 +0.1%
SWM
370
SFG Wealth Management
Maryland
$323K +$70.5K +1,767 +28%
PFA
371
Pinnacle Family Advisors
Missouri
$322K -$6.23K -156 -2%
BF
372
BOK Financial
Oklahoma
$317K -$718 -18 -0.2%
QPW
373
Quantum Private Wealth
Florida
$308K
RWM
374
Ritholtz Wealth Management
New York
$306K +$10.7K +267 +4%
RSWM
375
Robertson Stephens Wealth Management
California
$306K +$40.9K +1,025 +15%