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First Trust Value Line Dividend Fund

478 hedge funds and large institutions have $8.07B invested in First Trust Value Line Dividend Fund in 2022 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 200 increasing their positions, 158 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
478
Holders Change
+15
Holders Change %
+3.24%
% of All Funds
7.56%
Holding in Top 10
54
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.82%
% of All Funds
0.85%
New
50
Increased
200
Reduced
158
Closed
28
Calls
Puts
$212K
Net Calls
-$212K
Net Calls Change
-$212K
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
451
AllSquare Wealth Management
New York
$18K
FRA
452
Front Row Advisors
California
$18K +$5.04K +120 +39%
BBHC
453
Brown Brothers Harriman & Co
New York
$18K +$18K +434 New
MFA
454
McClarren Financial Advisors
Pennsylvania
$16K +$42 +1 +0.3%
KFS
455
Kelly Financial Services
Massachusetts
$15.9K +$85 +2 +0.5%
WWM
456
Wolff Wiese Magana
California
$15K
TCM
457
Tradewinds Capital Management
Washington
$14K
IRC
458
Investors Research Corp
Georgia
$13K
PGAM
459
Princeton Global Asset Management
New Jersey
$13K +$13K +300 New
GI
460
Gradient Investments
Minnesota
$12K
OIA
461
Optimum Investment Advisors
Illinois
$12K +$12K +275 New
HS
462
Horan Securities
United States
$11K
SLWA
463
San Luis Wealth Advisors
California
$11K +$11K +255 New
BCWM
464
Bartlett & Co Wealth Management
Ohio
$10.3K +$10.3K +244 New
BC
465
Bartlett & Co
Ohio
$10K +$10K +244 New
APC
466
Aspire Private Capital
North Carolina
$9K
RDFA
467
Ritter Daniher Financial Advisory
Ohio
$8K +$8K +200 New
NC
468
NewSquare Capital
Pennsylvania
$7K
DI
469
Disciplined Investments
Oklahoma
$7K
SIC
470
Salem Investment Counselors
North Carolina
$6K
CSB
471
City State Bank
Iowa
$6K
ACK
472
Andrew C. Karlinski
$4K +$4K +93 New
GFPC
473
Global Financial Private Client
Florida
$3.1K
BlackRock
474
BlackRock
New York
$3K -$244K -6,026 -99%
ODG
475
O'Dell Group
Ohio
$3K