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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 %
VCM
401
Vigilant Capital Management
Maine
$251K
SWMG
402
Signature Wealth Management Group
Georgia
$250K
DWMG
403
DB Wealth Management Group
California
$247K
BF
404
BOK Financial
Oklahoma
$245K -$73.5K -1,829 -23%
OSAM
405
O'Shaughnessy Asset Management
Connecticut
$244K -$15.6K -389 -6%
ZIM
406
Zacks Investment Management
Illinois
$244K +$244K +6,079 New
EWM
407
Executive Wealth Management
Michigan
$242K +$242K +6,033 New
CCA
408
Checchi Capital Advisers
California
$241K
SYBT
409
Stock Yards Bank & Trust
Kentucky
$240K +$240K +5,971 New
HNB
410
Huntington National Bank
Ohio
$240K -$216K
WFA
411
WMG Financial Advisors
Tennessee
$239K
HGWM
412
Horst & Graben Wealth Management
Oregon
$237K +$237K +5,900 New
KeyBank National Association
413
KeyBank National Association
Ohio
$231K
GAG
414
Goodman Advisory Group
Massachusetts
$229K
FWA
415
Freedom Wealth Alliance
Wisconsin
$229K +$16.1K +400 +8%
NP
416
Nilsine Partners
Colorado
$226K +$226K +5,637 New
MWM
417
Maltin Wealth Management
New Jersey
$225K
CIA
418
Cape Investment Advisory
Georgia
$220K +$220K +5,490 New
T
419
TRUADVICE
Florida
$220K +$220K +5,418 New
EA
420
Ergawealth Advisors
Illinois
$218K +$218K +5,416 New
KP
421
Keel Point
Alabama
$216K +$7.35K +183 +4%
OPW
422
Oxler Private Wealth
New York
$213K +$1.13K +28 +0.5%
WAM
423
WealthTrust Asset Management
Florida
$212K +$120 +3 +0.1%
SFP
424
Sweet Financial Partners
Minnesota
$211K
C
425
Certuity
Florida
$210K -$49.6K -1,235 -19%