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First Trust Value Line Dividend Fund

510 hedge funds and large institutions have $7.98B invested in First Trust Value Line Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 199 increasing their positions, 163 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
510
Holders Change
+30
Holders Change %
+6.25%
% of All Funds
8.23%
Holding in Top 10
71
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+31.48%
% of All Funds
1.15%
New
70
Increased
199
Reduced
163
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
376
Curi Wealth Management
North Carolina
$301K -$15.5K -389 -5%
BMC
377
Beaton Management Company
Massachusetts
$300K -$600 -15 -0.2%
HWM
378
HB Wealth Management
Georgia
$299K +$45.3K +1,134 +18%
LSA
379
Lion Street Advisors
Texas
$297K -$76.4K -1,854 -20%
OL
380
Owen LaRue
Kentucky
$294K +$294K +7,289 New
GT
381
Greenleaf Trust
Michigan
$293K -$9.3K -233 -3%
VHAM
382
Van Hulzen Asset Management
California
$290K +$290K +7,270 New
MSFS
383
Main Street Financial Solutions
Pennsylvania
$286K -$118K -2,954 -29%
SPWM
384
Schrum Private Wealth Management
Florida
$280K
Fisher Asset Management
385
Fisher Asset Management
Washington
$278K +$278K +6,966 New
RA
386
Riverstone Advisors
Texas
$277K
OCM
387
Objective Capital Management
Ohio
$274K
PFM
388
Peak Financial Management
Massachusetts
$271K +$39.9K +1,000 +17%
AA
389
ACT Advisors
North Carolina
$270K -$359 -9 -0.1%
TF
390
TIAA FSB
Florida
$269K -$95.2K -2,386 -26%
PFP
391
Paragon Financial Partners
California
$266K
TCWM
392
Total Clarity Wealth Management
Illinois
$264K +$264K +6,627 New
Corient Private Wealth
393
Corient Private Wealth
Florida
$259K +$259K +6,488 New
OSAM
394
O'Shaughnessy Asset Management
Connecticut
$258K +$958 +24 +0.4%
C
395
Certuity
Florida
$258K
WFS
396
Weitzel Financial Services
Iowa
$252K -$38.7K -970 -13%
VCM
397
Vigilant Capital Management
Maine
$249K
SWMG
398
Signature Wealth Management Group
Georgia
$248K -$42.8K -1,072 -15%
ICM
399
Intrepid Capital Management
Florida
$245K -$48.8K -1,220 -17%
CW
400
CreativeOne Wealth
Kansas
$245K -$8.22K -206 -3%