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First Trust Value Line Dividend Fund

511 hedge funds and large institutions have $7.8B invested in First Trust Value Line Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 191 increasing their positions, 185 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
511
Holders Change
+1
Holders Change %
+0.2%
% of All Funds
8.18%
Holding in Top 10
67
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.63%
% of All Funds
1.07%
New
56
Increased
191
Reduced
185
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AIC
351
Archer Investment Corporation
Indiana
$424K -$11K -274 -3%
CAP
352
Columbia Advisory Partners
Washington
$424K -$177K -4,415 -30%
BTI
353
Blue Trust Inc
Georgia
$422K
MCCP
354
Mission Creek Capital Partners
California
$418K -$4.82K -120 -1%
NW
355
NewEdge Wealth
Pennsylvania
$418K +$418K +10,414 New
PWM
356
PRW Wealth Management
Massachusetts
$413K -$388K -9,558 -48%
SFPG
357
Stonebridge Financial Planning Group
Florida
$399K
LA
358
LexAurum Advisors
Kansas
$385K -$9.92K -247 -3%
TAM
359
Tucker Asset Management
Colorado
$382K +$178K +4,427 +87%
TA
360
TrueWealth Advisors
Alabama
$378K -$160K -3,977 -30%
IP
361
Ignite Planners
California
$376K
APWA
362
Atlas Private Wealth Advisors
New Jersey
$370K -$219K -5,444 -37%
CAG
363
Csenge Advisory Group
Florida
$370K +$8.51K +212 +2%
RFN
364
Redwood Financial Network
Ohio
$370K -$10.2K -255 -3%
LT
365
Legacy Trust
Michigan
$370K
MC
366
Moors & Cabot
Massachusetts
$368K -$12.4K -308 -3%
CGFA
367
Colton Groome Financial Advisors
North Carolina
$364K -$61K -1,520 -14%
SWM
368
SFG Wealth Management
Maryland
$361K +$35.5K +884 +11%
WW
369
Waterfront Wealth
Kansas
$357K
C
370
CEDRUS
Colorado
$354K -$2.01K -50 -0.6%
VF
371
Virtu Financial
New York
$347K +$347K +8,643 New
FA
372
Fermata Advisors
California
$344K -$41.8K -1,040 -11%
TSS
373
Two Sigma Securities
New York
$342K +$342K +8,522 New
MWM
374
Mattern Wealth Management
Kansas
$342K -$1.8M -44,735 -84%
RFN
375
RDA Financial Network
Iowa
$335K