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First Trust Value Line Dividend Fund

478 hedge funds and large institutions have $8.07B invested in First Trust Value Line Dividend Fund in 2022 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 200 increasing their positions, 158 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
478
Holders Change
+15
Holders Change %
+3.24%
% of All Funds
7.56%
Holding in Top 10
54
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.82%
% of All Funds
0.85%
New
50
Increased
200
Reduced
158
Closed
28
Calls
Puts
$212K
Net Calls
-$212K
Net Calls Change
-$212K
Name Holding Trade Value Shares
Change
Shares
Change %
KA
401
Kozak & Associates
Colorado
$113K
AWM
402
Activest Wealth Management
Florida
$113K
RCM
403
Raleigh Capital Management
North Carolina
$113K +$12K +284 +12%
Jones Financial Companies
404
Jones Financial Companies
Missouri
$108K -$124K -2,945 -53%
VNA
405
Valley National Advisers
Pennsylvania
$93K
CA
406
Clearstead Advisors
Ohio
$92K +$382 +9 +0.4%
GWS
407
Glassman Wealth Services
Virginia
$86K
PMFA
408
Plante Moran Financial Advisors
Michigan
$81K +$28.2K +669 +53%
TAM
409
Tucker Asset Management
Colorado
$80.7K -$4.15K -98 -5%
WTA
410
Washington Trust Advisors
Massachusetts
$80K
PFGIA
411
Patriot Financial Group Insurance Agency
Massachusetts
$79K -$26.2K -620 -25%
EIP
412
Ellis Investment Partners
Pennsylvania
$77K +$337 +8 +0.4%
CNBTD
413
Citizens National Bank Trust Department
Mississippi
$76K -$8.78K -217 -10%
BCMLT
414
Beacon Capital Management LLC (Tennessee)
Tennessee
$75K +$75K +1,790 New
OA
415
Operose Advisors
Wisconsin
$74K
ZIG
416
Zullo Investment Group
Pennsylvania
$72K +$72K +1,705 New
HA
417
Herold Advisors
New York
$67.9K +$67.9K +1,605 New
LWANC
418
Laurel Wealth Advisors (North Carolina)
North Carolina
$66K
NSIM
419
North Star Investment Management
Illinois
$59K +$126 +3 +0.2%
PP
420
Pacifica Partners
Canada
$54K
HPC
421
HM Payson & Co
Maine
$52K
Bessemer Group
422
Bessemer Group
New Jersey
$50K -$350K -8,334 -87%
EI
423
Ellevest Inc
New York
$49K +$49K +1,169 New
TFS
424
TrustCore Financial Services
Tennessee
$46K +$342 +8 +0.7%
HCP
425
Hexagon Capital Partners
Arkansas
$44K