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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 %
CMP
401
Coston McIsaac & Partners
Maine
$140K +$3.43K +96 +3%
FCA
402
FinTrust Capital Advisors
South Carolina
$134K
M1FG
403
Mach-1 Financial Group
Arkansas
$131K -$3.57K -100 -3%
RCM
404
Raleigh Capital Management
North Carolina
$93K -$501 -14 -0.5%
VNA
405
Valley National Advisers
Pennsylvania
$81K
HCP
406
Hexagon Capital Partners
Arkansas
$77K
SAM
407
Strategic Asset Management
Minnesota
$77K +$3.27K +92 +4%
KA
408
Kozak & Associates
Colorado
$76K -$10.1K -282 -12%
GWS
409
Glassman Wealth Services
Virginia
$73K
HWMA
410
Heritage Wealth Management (Arizona)
Arizona
$71K +$50.6K +1,404 +247%
UB
411
UMB Bank
Missouri
$68K +$68K +1,894 New
EIP
412
Ellis Investment Partners
Pennsylvania
$66K +$357 +10 +0.5%
WTA
413
Washington Trust Advisors
Massachusetts
$64K -$4.51K -125 -7%
OA
414
Operose Advisors
Wisconsin
$63K
ZIG
415
Zullo Investment Group
Pennsylvania
$61K
LWANC
416
Laurel Wealth Advisors (North Carolina)
North Carolina
$55K
PP
417
Pacifica Partners
Canada
$50K
NSIM
418
North Star Investment Management
Illinois
$50K +$106 +3 +0.2%
HPC
419
HM Payson & Co
Maine
$50K +$6.45K +181 +15%
NFSG
420
Newbridge Financial Services Group
Florida
$49K +$49K +1,362 New
PMFA
421
Plante Moran Financial Advisors
Michigan
$47K -$783 -22 -2%
BCMLT
422
Beacon Capital Management LLC (Tennessee)
Tennessee
$45K -$25K -640 -36%
EI
423
Ellevest Inc
New York
$42K
TFS
424
TrustCore Financial Services
Tennessee
$39K +$144 +4 +0.4%
WTC
425
WhitTier Trust Company
Nevada
$36K