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First Trust Value Line Dividend Fund

507 hedge funds and large institutions have $6.96B invested in First Trust Value Line Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 161 increasing their positions, 222 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
-10
Holders Change %
-1.93%
% of All Funds
8.08%
Holding in Top 10
51
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.27%
% of All Funds
0.81%
New
48
Increased
161
Reduced
222
Closed
44
Calls
Puts
$7K
Net Calls
-$7K
Net Calls Change
+$7.28M
Name Holding Trade Value Shares
Change
Shares
Change %
CAG
401
Csenge Advisory Group
Florida
$254K -$101K -2,690 -28%
HWM
402
HB Wealth Management
Georgia
$254K +$673 +18 +0.3%
PFP
403
Paragon Financial Partners
California
$249K
MFS
404
Madrona Financial Services
Washington
$249K +$249K +6,647 New
PFGIA
405
Patriot Financial Group Insurance Agency
Massachusetts
$243K +$243K +6,494 New
TCWM
406
Total Clarity Wealth Management
Illinois
$242K -$7.74K -207 -3%
AA
407
ACT Advisors
North Carolina
$239K
TCFP
408
Treasure Coast Financial Planning
Florida
$229K
EA
409
Ergawealth Advisors
Illinois
$228K +$4.04K +108 +2%
NP
410
Nilsine Partners
Colorado
$228K +$35.7K +956 +19%
TIAA Trust, National Association
411
TIAA Trust, National Association
North Carolina
$228K +$228K +6,089 New
OSAM
412
O'Shaughnessy Asset Management
Connecticut
$228K
PPP
413
Private Portfolio Partners
New Jersey
$227K +$227K +6,076 New
RA
414
Riverstone Advisors
Texas
$224K -$35.6K -951 -14%
CA
415
Cornerstone Advisory
Maryland
$224K +$37.4K +1,000 +20%
MIFH
416
Migdal Insurance & Financial Holdings
Israel
$224K +$133K +3,555 +145%
BF
417
BOK Financial
Oklahoma
$224K
FIM
418
Freedom Investment Management
Connecticut
$223K -$871K -23,294 -80%
RPGK
419
Retirement Planning Group (Kansas)
Kansas
$223K -$935 -25 -0.4%
DWMG
420
DB Wealth Management Group
California
$217K -$12.6K -336 -5%
PFM
421
Peak Financial Management
Massachusetts
$217K
WFA
422
WMG Financial Advisors
Tennessee
$217K
CFS
423
Commonwealth Financial Services
West Virginia
$216K +$216K +5,785 New
MWM
424
Maltin Wealth Management
New Jersey
$210K
PCIA
425
Prime Capital Investment Advisors
Kansas
$210K -$10.5K -282 -5%