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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 %
EI
451
Ellevest Inc
New York
$46.7K
BCMLT
452
Beacon Capital Management LLC (Tennessee)
Tennessee
$45.9K
TFS
453
TrustCore Financial Services
Tennessee
$43.2K +$80 +2 +0.2%
LWANC
454
Laurel Wealth Advisors (North Carolina)
North Carolina
$41.9K -$20K -500 -32%
CNBTD
455
Citizens National Bank Trust Department
Mississippi
$40K
WTC
456
WhitTier Trust Company
Nevada
$39.9K
MWM
457
MinichMacGregor Wealth Management
New York
$37.9K +$37.9K +950 New
GEA
458
Glen Eagle Advisors
New Jersey
$36.9K +$1.2K +30 +3%
TWA
459
Tandem Wealth Advisors
Arizona
$36.1K +$36.1K +904 New
CFB
460
Cullen/Frost Bankers
Texas
$35.7K
CWM
461
Compass Wealth Management
Connecticut
$35.4K +$35.4K +888 New
AA
462
Ancora Advisors
Ohio
$33K
BAAM
463
Baker Avenue Asset Management
California
$31.7K +$31.7K +795 New
WT
464
Whittier Trust
California
$30K +$160 +4 +0.5%
UB
465
UMB Bank
Missouri
$30K -$45.8K -1,144 -60%
WFA
466
West Financial Advisors
Iowa
$28.7K
CHC
467
City Holding Co
West Virginia
$27.9K
EWM
468
Evermay Wealth Management
Virginia
$26.3K
AIP
469
Ameritas Investment Partners
Nebraska
$25.2K -$2.4K -60 -9%
PP
470
PFS Partners
New Jersey
$24.2K -$314K -7,881 -93%
MPWT
471
MassMutual Private Wealth & Trust
Connecticut
$23K
RBC
472
Roble Belko & Company
Pennsylvania
$22K
S
473
SignatureFD
Georgia
$22K
CAL
474
Capital Analysts LLC
Pennsylvania
$20K -$152K -3,810 -88%
PPC
475
Park Place Capital
Alabama
$20K +$20K +500 New