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First Trust Value Line Dividend Fund

517 hedge funds and large institutions have $7.83B invested in First Trust Value Line Dividend Fund in 2023 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 194 increasing their positions, 197 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
517
Holders Change
+6
Holders Change %
+1.17%
% of All Funds
8.15%
Holding in Top 10
55
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-17.91%
% of All Funds
0.87%
New
49
Increased
194
Reduced
197
Closed
36
Calls
$68K
Puts
$7.35M
Net Calls
-$7.28M
Net Calls Change
-$7.28M
Name Holding Trade Value Shares
Change
Shares
Change %
LFG
351
Larson Financial Group
Missouri
$434K -$1.96K -49 -0.5%
OP
352
ORG Partners
Indiana
$431K -$502K -12,489 -54%
PWM
353
Prosperity Wealth Management
California
$430K -$104K -2,592 -19%
BTI
354
Blue Trust Inc
Georgia
$424K
SIAS
355
Summit Investment Advisory Services
Minnesota
$415K -$10.3K -257 -2%
SFPG
356
Stonebridge Financial Planning Group
Florida
$413K +$14.1K +352 +4%
MCCP
357
Mission Creek Capital Partners
California
$410K -$7.38K -184 -2%
CAP
358
Columbia Advisory Partners
Washington
$410K -$13K -324 -3%
IC
359
IEQ Capital
California
$404K -$72.8K -1,815 -15%
MWM
360
Meridian Wealth Management
Kentucky
$401K -$52.8K -1,318 -12%
Fifth Third Bancorp
361
Fifth Third Bancorp
Ohio
$399K -$39.1K -975 -9%
DWP
362
Daymark Wealth Partners
Ohio
$397K -$206K -5,143 -34%
CAG
363
Csenge Advisory Group
Florida
$381K +$11K +275 +3%
GT
364
Greenleaf Trust
Michigan
$380K +$95.9K +2,392 +34%
WW
365
Waterfront Wealth
Kansas
$371K +$6.16K +150 +2%
CFG
366
Citizens Financial Group
Rhode Island
$370K +$370K +9,228 New
IP
367
Ignite Planners
California
$369K
TA
368
TFB Advisors
Kansas
$369K +$369K +9,195 New
LA
369
LexAurum Advisors
Kansas
$367K -$17.5K -436 -5%
MC
370
Moors & Cabot
Massachusetts
$366K -$641 -16 -0.2%
RFN
371
Redwood Financial Network
Ohio
$360K -$9.62K -240 -3%
SWM
372
SFG Wealth Management
Maryland
$358K -$1.92K -48 -0.5%
SFG
373
Sovereign Financial Group
Connecticut
$357K +$357K +8,898 New
TAM
374
Tucker Asset Management
Colorado
$355K -$26.7K -667 -7%
C
375
CEDRUS
Colorado
$353K