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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 %
CNBTD
426
Citizens National Bank Trust Department
Mississippi
$36K
First Manhattan
427
First Manhattan
New York
$35K -$73.3K -2,095 -68%
GEA
428
Glen Eagle Advisors
New Jersey
$32K -$2.33K -65 -7%
CFB
429
Cullen/Frost Bankers
Texas
$32K
MA
430
MUFG Americas
New York
$32K
AA
431
Ancora Advisors
Ohio
$30K
WT
432
Whittier Trust
California
$27K +$27K +748 New
WFA
433
West Financial Advisors
Iowa
$26K
CHC
434
City Holding Co
West Virginia
$25K
MAM
435
Meeder Asset Management
Ohio
$24K -$60.1K -1,693 -71%
EWM
436
Evermay Wealth Management
Virginia
$24K
AIP
437
Ameritas Investment Partners
Nebraska
$24K
MPWT
438
MassMutual Private Wealth & Trust
Connecticut
$21K
S
439
SignatureFD
Georgia
$20K -$32.8K -904 -62%
RBC
440
Roble Belko & Company
Pennsylvania
$20K
AIP
441
Almanack Investment Partners
Pennsylvania
$20K +$20K +560 New
SPWG
442
Sage Private Wealth Group
Illinois
$18K +$71 +2 +0.4%
NL
443
NVWM LLC
Pennsylvania
$18K +$18K +500 New
JFA
444
JNBA Financial Advisors
Minnesota
$17K
FRA
445
Front Row Advisors
California
$17K +$1.38K +38 +9%
BBHC
446
Brown Brothers Harriman & Co
New York
$16K
PA
447
Parallel Advisors
California
$16K
GI
448
Gradient Investments
Minnesota
$16K +$6.4K +184 +67%
AWM
449
AllSquare Wealth Management
New York
$15K
KFS
450
Kelly Financial Services
Massachusetts
$13.6K +$72 +2 +0.5%