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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 %
FFA
426
Founders Financial Alliance
North Carolina
$208K +$150 +4 +0.1%
GM
427
GeoWealth Management
Illinois
$207K +$80.1K +2,135 +63%
KeyBank National Association
428
KeyBank National Association
Ohio
$207K
SYBT
429
Stock Yards Bank & Trust
Kentucky
$205K +$205K +5,474 New
TC
430
TownSquare Capital
Utah
$204K +$204K +5,453 New
OPW
431
Oxler Private Wealth
New York
$200K +$2.28K +61 +1%
GAG
432
Goodman Advisory Group
Massachusetts
$180K -$33.7K -900 -16%
SS
433
Sunbelt Securities
Texas
$169K +$561 +15 +0.3%
PB
434
Pinnacle Bancorp
Nebraska
$164K -$823 -22 -0.5%
ICM
435
Intrepid Capital Management
Florida
$161K
CIA
436
Cape Investment Advisory
Georgia
$149K
FFA
437
Farther Finance Advisors
California
$138K
CMP
438
Coston McIsaac & Partners
Maine
$127K -$12.5K -338 -9%
ADL
439
Asset Dedication LLC
California
$121K
CFB
440
Cullen/Frost Bankers
Texas
$115K
RCM
441
Raleigh Capital Management
North Carolina
$100K +$449 +12 +0.4%
FHA
442
First Horizon Advisors
Tennessee
$95.5K -$1.16K -31 -1%
BCMLT
443
Beacon Capital Management LLC (Tennessee)
Tennessee
$86.2K
VNA
444
Valley National Advisers
Pennsylvania
$82K
LOIP
445
Live Oak Investment Partners
Texas
$78.9K -$84.6K
GWS
446
Glassman Wealth Services
Virginia
$76K
GJIA
447
Glass Jacobson Investment Advisors
Maryland
$70.6K
WTA
448
Washington Trust Advisors
Massachusetts
$66.4K
OA
449
Operose Advisors
Wisconsin
$65.6K
PMFA
450
Plante Moran Financial Advisors
Michigan
$62.4K