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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 %
AA
401
ACT Advisors
North Carolina
$256K
VCM
402
Vigilant Capital Management
Maine
$250K
SWMG
403
Signature Wealth Management Group
Georgia
$249K
BA
404
Ballast Advisors
Minnesota
$249K +$249K +6,209 New
T
405
TRUADVICE
Florida
$248K +$31.5K +787 +15%
DWMG
406
DB Wealth Management Group
California
$246K
TCFP
407
Treasure Coast Financial Planning
Florida
$245K -$25.5K -637 -9%
BF
408
BOK Financial
Oklahoma
$245K
OSAM
409
O'Shaughnessy Asset Management
Connecticut
$244K
CCA
410
Checchi Capital Advisers
California
$241K
RPGK
411
Retirement Planning Group (Kansas)
Kansas
$240K +$37.5K +936 +18%
EA
412
Ergawealth Advisors
Illinois
$240K +$22.9K +572 +11%
PCIA
413
Prime Capital Investment Advisors
Kansas
$236K +$236K +5,888 New
PFM
414
Peak Financial Management
Massachusetts
$233K -$40.1K -1,000 -15%
WFA
415
WMG Financial Advisors
Tennessee
$232K -$5.97K -149 -3%
GAG
416
Goodman Advisory Group
Massachusetts
$229K
MWM
417
Maltin Wealth Management
New Jersey
$225K
KP
418
Keel Point
Alabama
$225K +$9.46K +236 +4%
FFA
419
Founders Financial Alliance
North Carolina
$222K +$15.3K +382 +7%
KeyBank National Association
420
KeyBank National Association
Ohio
$222K -$9.3K -232 -4%
OPW
421
Oxler Private Wealth
New York
$212K
ZIM
422
Zacks Investment Management
Illinois
$212K -$31.9K -795 -13%
SFP
423
Sweet Financial Partners
Minnesota
$210K
CGFA
424
Colton Groome Financial Advisors
North Carolina
$210K -$153K -3,825 -42%
C
425
Certuity
Florida
$210K