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First Trust Value Line Dividend Fund

511 hedge funds and large institutions have $7.8B invested in First Trust Value Line Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 191 increasing their positions, 185 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
511
Holders Change
+1
Holders Change %
+0.2%
% of All Funds
8.18%
Holding in Top 10
67
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.63%
% of All Funds
1.07%
New
56
Increased
191
Reduced
185
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GPA
376
Guerra Pan Advisors
New Jersey
$334K
TI
377
Trexquant Investment
Connecticut
$329K +$329K +8,183 New
NRC
378
New Republic Capital
North Carolina
$321K +$321K +7,982 New
TF
379
TIAA FSB
Florida
$317K +$46.5K +1,157 +17%
BMC
380
Beaton Management Company
Massachusetts
$311K +$10K +250 +3%
QPW
381
Quantum Private Wealth
Florida
$310K
VHAM
382
Van Hulzen Asset Management
California
$305K +$13.3K +332 +5%
AGP
383
Autumn Glory Partners
Texas
$295K +$295K +7,357 New
OL
384
Owen LaRue
Kentucky
$294K
RWM
385
Ritholtz Wealth Management
New York
$292K -$15.5K -385 -5%
MSFS
386
Main Street Financial Solutions
Pennsylvania
$286K -$1.85K -46 -0.6%
GT
387
Greenleaf Trust
Michigan
$285K -$10K -250 -3%
CWM
388
Curi Wealth Management
North Carolina
$283K -$20.1K -500 -7%
SPWM
389
Schrum Private Wealth Management
Florida
$281K
RA
390
Riverstone Advisors
Texas
$279K
WFS
391
Weitzel Financial Services
Iowa
$275K +$21K +523 +8%
PFM
392
Peak Financial Management
Massachusetts
$273K
TCFP
393
Treasure Coast Financial Planning
Florida
$271K +$29.1K +725 +12%
HWM
394
HB Wealth Management
Georgia
$271K -$30K -746 -10%
TCWM
395
Total Clarity Wealth Management
Illinois
$270K +$3.57K +89 +1%
PFP
396
Paragon Financial Partners
California
$268K
Qube Research & Technologies (QRT)
397
Qube Research & Technologies (QRT)
United Kingdom
$268K -$312K -7,768 -54%
Northern Trust
398
Northern Trust
Illinois
$264K -$1.32M -32,834 -83%
Bank of Montreal
399
Bank of Montreal
Ontario, Canada
$259K -$102K -2,541 -28%
AA
400
ACT Advisors
North Carolina
$257K -$15.3K -380 -6%