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First Trust Value Line Dividend Fund

481 hedge funds and large institutions have $7.5B invested in First Trust Value Line Dividend Fund in 2022 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 184 increasing their positions, 174 reducing their positions, and 33 closing their positions.

Holders
481
Holders Change
+3
Holders Change %
+0.63%
% of All Funds
8.13%
Holding in Top 10
53
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.85%
% of All Funds
0.9%
New
40
Increased
184
Reduced
174
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KFS
451
Kelly Financial Services
Massachusetts
$14.7K +$39 +1 +0.3%
WWM
452
Wolff Wiese Magana
California
$14K
TFA
453
Transamerica Financial Advisors
Florida
$13K +$13K +325 New
IRC
454
Investors Research Corp
Georgia
$12K
PGAM
455
Princeton Global Asset Management
New Jersey
$12K
GI
456
Gradient Investments
Minnesota
$11K
OIA
457
Optimum Investment Advisors
Illinois
$11K
CWA
458
Clearview Wealth Advisors
Oregon
$10K -$27.9K -726 -74%
HS
459
Horan Securities
United States
$10K
SSB
460
Sandy Spring Bank
Maryland
$10K +$10K +250 New
CWM
461
Castle Wealth Management
Florida
$10K +$10K +250 New
BCWM
462
Bartlett & Co Wealth Management
Ohio
$9.47K
BC
463
Bartlett & Co
Ohio
$9K
APC
464
Aspire Private Capital
North Carolina
$9K
HWA
465
HHM Wealth Advisors
Tennessee
$9K +$9K +243 New
BLC
466
Brown, Lisle/Cummings
Rhode Island
$8.73K +$8.73K +225 New
CSB
467
City State Bank
Iowa
$6K
DI
468
Disciplined Investments
Oklahoma
$6K
SIC
469
Salem Investment Counselors
North Carolina
$6K
NC
470
NewSquare Capital
Pennsylvania
$6K
BRWM
471
B. Riley Wealth Management
Tennessee
$4.74K +$1.18K +30,347 +33%
ACK
472
Andrew C. Karlinski
$4K
IAIM
473
International Assets Investment Management
Florida
$3.59K -$278 -7,171 -7%
ODG
474
O'Dell Group
Ohio
$3K
FCAS
475
First Command Advisory Services
Texas
$3K +$3K +70 New