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First Trust Value Line Dividend Fund

510 hedge funds and large institutions have $7.98B invested in First Trust Value Line Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 199 increasing their positions, 163 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
510
Holders Change
+30
Holders Change %
+6.25%
% of All Funds
8.23%
Holding in Top 10
71
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+31.48%
% of All Funds
1.15%
New
70
Increased
199
Reduced
163
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WIM
426
Westside Investment Management
California
$161K +$60 +8 +0%
CA
427
Clearstead Advisors
Ohio
$151K -$21.2K -530 -12%
Jones Financial Companies
428
Jones Financial Companies
Missouri
$141K -$117K -2,948 -45%
ADL
429
Asset Dedication LLC
California
$134K -$52.9K -1,322 -28%
HWMA
430
Heritage Wealth Management (Arizona)
Arizona
$107K +$28.7K +720 +37%
RCM
431
Raleigh Capital Management
North Carolina
$105K +$1.24K +31 +1%
RFA
432
Resurgent Financial Advisors
Georgia
$101K +$101K +2,525 New
RBC
433
Romano Brothers & Co
Illinois
$95.8K +$95.8K +2,400 New
VNA
434
Valley National Advisers
Pennsylvania
$89K
LOIP
435
Live Oak Investment Partners
Texas
$84.2K
KA
436
Kozak & Associates
Colorado
$84K
GWS
437
Glassman Wealth Services
Virginia
$81.1K
GJIA
438
Glass Jacobson Investment Advisors
Maryland
$75.4K +$75.4K +1,889 New
WTA
439
Washington Trust Advisors
Massachusetts
$70.8K
CA
440
CoreCap Advisors
Michigan
$70.4K +$70.4K +1,763 New
OA
441
Operose Advisors
Wisconsin
$70K
ZIG
442
Zullo Investment Group
Pennsylvania
$68K
PMFA
443
Plante Moran Financial Advisors
Michigan
$62.6K +$9.9K +248 +19%
HCP
444
Hexagon Capital Partners
Arkansas
$62K -$23.5K -589 -27%
GIA
445
GHP Investment Advisors
Colorado
$57.4K +$57.4K +1,439 New
NSIM
446
North Star Investment Management
Illinois
$56.4K +$200 +5 +0.4%
HPC
447
HM Payson & Co
Maine
$56K
PP
448
Pacifica Partners
Canada
$52.7K
First Manhattan
449
First Manhattan
New York
$50.2K +$10.3K +257 +26%
FCA
450
FinTrust Capital Advisors
South Carolina
$49.5K -$94.7K -2,373 -66%