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First Trust Value Line Dividend Fund

507 hedge funds and large institutions have $6.96B invested in First Trust Value Line Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 161 increasing their positions, 222 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
-10
Holders Change %
-1.93%
% of All Funds
8.08%
Holding in Top 10
51
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.27%
% of All Funds
0.81%
New
48
Increased
161
Reduced
222
Closed
44
Calls
Puts
$7K
Net Calls
-$7K
Net Calls Change
+$7.28M
Name Holding Trade Value Shares
Change
Shares
Change %
BTI
351
Blue Trust Inc
Georgia
$424K
IP
352
Ignite Planners
California
$421K +$78.7K +2,140 +23%
BIP
353
Blueprint Investment Partners
North Carolina
$412K
AIC
354
Archer Investment Corporation
Indiana
$410K
SIAS
355
Summit Investment Advisory Services
Minnesota
$407K +$20.7K +553 +5%
CA
356
CoreCap Advisors
Michigan
$399K -$32.5K -869 -8%
LFG
357
Larson Financial Group
Missouri
$396K -$9.05K -242 -2%
CWA
358
Centennial Wealth Advisory
Michigan
$385K +$64.5K +1,726 +20%
MCCP
359
Mission Creek Capital Partners
California
$384K +$1.35K +36 +0.4%
IC
360
IEQ Capital
California
$379K +$1.83K +49 +0.5%
BSW
361
Buckingham Strategic Wealth
Missouri
$375K +$375K +10,020 New
MWM
362
Meridian Wealth Management
Kentucky
$374K
CAP
363
Columbia Advisory Partners
Washington
$363K -$19.6K -525 -5%
SFPG
364
Stonebridge Financial Planning Group
Florida
$361K -$24.3K -650 -6%
MC
365
Moors & Cabot
Massachusetts
$360K +$17.8K +477 +5%
WW
366
Waterfront Wealth
Kansas
$349K +$19.4K +532 +6%
SFG
367
Sovereign Financial Group
Connecticut
$337K +$4.34K +116 +1%
SWM
368
SFG Wealth Management
Maryland
$334K -$374 -10 -0.1%
C
369
CEDRUS
Colorado
$334K +$3.93K +105 +1%
SQA
370
Simon Quick Advisors
New Jersey
$330K -$613K -16,385 -65%
OWA
371
Opal Wealth Advisors
New York
$329K +$42.9K +1,148 +15%
TCA
372
Transcend Capital Advisors
New Jersey
$329K +$41.7K +1,115 +15%
LA
373
LexAurum Advisors
Kansas
$326K -$16.3K -437 -5%
FA
374
Fermata Advisors
California
$321K +$321K +8,591 New
RFN
375
Redwood Financial Network
Ohio
$318K -$17.6K -471 -5%