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First Trust Value Line Dividend Fund

481 hedge funds and large institutions have $7.5B invested in First Trust Value Line Dividend Fund in 2022 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 184 increasing their positions, 174 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
481
Holders Change
+3
Holders Change %
+0.63%
% of All Funds
8.13%
Holding in Top 10
53
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.85%
% of All Funds
0.9%
New
40
Increased
184
Reduced
174
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
376
SFG Wealth Management
Maryland
$232K -$33.5K -862 -13%
OCM
377
Objective Capital Management
Ohio
$228K +$36.9K +950 +19%
CL
378
Choreo LLC
Illinois
$227K +$42.9K +1,106 +23%
PFM
379
Peak Financial Management
Massachusetts
$225K
Northern Trust
380
Northern Trust
Illinois
$225K +$225K +5,790 New
GAG
381
Goodman Advisory Group
Massachusetts
$221K
MWM
382
Maltin Wealth Management
New Jersey
$218K
CAM
383
Concorde Asset Management
Michigan
$217K -$86.1K -2,216 -28%
RE
384
RBC Europe
United Kingdom
$211K
HNB
385
Huntington National Bank
Ohio
$210K -$457K
SFP
386
Sweet Financial Partners
Minnesota
$204K +$15.1K +388 +8%
NWMG
387
National Wealth Management Group
Ohio
$201K +$201K +5,190 New
OPW
388
Oxler Private Wealth
New York
$201K
AWM
389
Avior Wealth Management
Nebraska
$192K +$811 +21 +0.4%
TCWM
390
Total Clarity Wealth Management
Illinois
$177K +$177K +4,569 New
EWM
391
Endurance Wealth Management
Rhode Island
$172K
WIM
392
Westside Investment Management
California
$171K +$19.4K +2,186 +13%
ADL
393
Asset Dedication LLC
California
$163K +$43.4K +1,111 +36%
CAL
394
Capital Analysts LLC
Pennsylvania
$159K +$38.7K +1,000 +32%
CMP
395
Coston McIsaac & Partners
Maine
$149K +$149K +3,828 New
M1FG
396
Mach-1 Financial Group
Arkansas
$146K +$146K +3,771 New
FCA
397
FinTrust Capital Advisors
South Carolina
$142K
AW
398
ACG Wealth
Georgia
$122K +$122K +3,132 New
First Manhattan
399
First Manhattan
New York
$120K
PB
400
Pinnacle Bancorp
Nebraska
$109K