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First Trust Value Line Dividend Fund

517 hedge funds and large institutions have $7.83B invested in First Trust Value Line Dividend Fund in 2023 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 194 increasing their positions, 197 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
517
Holders Change
+6
Holders Change %
+1.17%
% of All Funds
8.15%
Holding in Top 10
55
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-17.91%
% of All Funds
0.87%
New
49
Increased
194
Reduced
197
Closed
36
Calls
$68K
Puts
$7.35M
Net Calls
-$7.28M
Net Calls Change
-$7.28M
Name Holding Trade Value Shares
Change
Shares
Change %
CWA
376
Centennial Wealth Advisory
Michigan
$343K +$343K +8,562 New
GPA
377
Guerra Pan Advisors
New Jersey
$334K
SF
378
Summit Financial
New Jersey
$333K +$333K +8,302 New
NRC
379
New Republic Capital
North Carolina
$320K
RFN
380
RDA Financial Network
Iowa
$318K -$17K -425 -5%
QPW
381
Quantum Private Wealth
Florida
$309K
TCA
382
Transcend Capital Advisors
New Jersey
$308K +$308K +7,680 New
OWA
383
Opal Wealth Advisors
New York
$307K +$307K +7,649 New
VHAM
384
Van Hulzen Asset Management
California
$305K +$200 +5 +0.1%
USCWA
385
U.S. Capital Wealth Advisors
Texas
$302K -$1.3M -32,321 -81%
BMC
386
Beaton Management Company
Massachusetts
$301K -$10K -250 -3%
WFS
387
Weitzel Financial Services
Iowa
$300K +$26.2K +654 +10%
OL
388
Owen LaRue
Kentucky
$292K -$925 -23 -0.3%
RWM
389
Ritholtz Wealth Management
New York
$292K +$281 +7 +0.1%
TF
390
TIAA FSB
Florida
$291K -$25.2K -629 -8%
Jane Street
391
Jane Street
New York
$290K -$803K -20,025 -73%
CWM
392
Curi Wealth Management
North Carolina
$284K +$2.05K +51 +0.7%
SPWM
393
Schrum Private Wealth Management
Florida
$281K
RA
394
Riverstone Advisors
Texas
$279K
HGWM
395
Horst & Graben Wealth Management
Oregon
$274K +$37.3K +929 +16%
HWM
396
HB Wealth Management
Georgia
$271K +$561 +14 +0.2%
TCWM
397
Total Clarity Wealth Management
Illinois
$268K -$1.04K -26 -0.4%
PFP
398
Paragon Financial Partners
California
$267K
MSFS
399
Main Street Financial Solutions
Pennsylvania
$267K -$18K -450 -6%
GCM
400
Gallacher Capital Management
Colorado
$259K -$233K -5,808 -47%