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First Trust Value Line Dividend Fund

480 hedge funds and large institutions have $7.02B invested in First Trust Value Line Dividend Fund in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 205 increasing their positions, 168 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
480
Holders Change
-1
Holders Change %
-0.21%
% of All Funds
8.3%
Holding in Top 10
54
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.89%
% of All Funds
0.93%
New
31
Increased
205
Reduced
168
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CW
376
CreativeOne Wealth
Kansas
$227K -$5.37K -150 -2%
SWM
377
SFG Wealth Management
Maryland
$227K +$12.7K +354 +6%
SW
378
Solidarity Wealth
Utah
$224K -$89.4K -2,391 -29%
VCM
379
Vigilant Capital Management
Maine
$223K
DWMG
380
DB Wealth Management Group
California
$220K
OWA
381
Opal Wealth Advisors
New York
$218K +$1.4K +39 +0.6%
ACM
382
Anfield Capital Management
California
$216K
CCA
383
Checchi Capital Advisers
California
$215K
AWM
384
Activest Wealth Management
Florida
$214K +$119K +3,321 +124%
ZIM
385
Zacks Investment Management
Illinois
$213K +$213K +5,938 New
WFA
386
WMG Financial Advisors
Tennessee
$212K -$57.7K -1,617 -21%
PFM
387
Peak Financial Management
Massachusetts
$208K
VWA
388
Visionary Wealth Advisors
Illinois
$205K -$11.4K -318 -5%
GAG
389
Goodman Advisory Group
Massachusetts
$204K
AW
390
ACG Wealth
Georgia
$203K +$90.7K +2,531 +81%
MWM
391
Maltin Wealth Management
New Jersey
$201K
OPW
392
Oxler Private Wealth
New York
$201K +$1.96K +51 +1%
HNB
393
Huntington National Bank
Ohio
$194K -$210K
TAM
394
Tucker Asset Management
Colorado
$185K +$93.8K +2,418 +103%
ADL
395
Asset Dedication LLC
California
$169K +$18K +498 +12%
EWM
396
Endurance Wealth Management
Rhode Island
$159K
CAL
397
Capital Analysts LLC
Pennsylvania
$154K +$7.33K +205 +5%
CA
398
Clearstead Advisors
Ohio
$154K +$76.2K +2,133 +98%
PB
399
Pinnacle Bancorp
Nebraska
$150K +$50.1K +1,403 +50%
WIM
400
Westside Investment Management
California
$144K +$14.3K +2,129 +11%