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First Trust Value Line Dividend Fund

511 hedge funds and large institutions have $7.8B invested in First Trust Value Line Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 191 increasing their positions, 185 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
511
Holders Change
+1
Holders Change %
+0.2%
% of All Funds
8.18%
Holding in Top 10
67
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.63%
% of All Funds
1.07%
New
56
Increased
191
Reduced
185
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KA
451
Kozak & Associates
Colorado
$67.7K -$17.3K -432 -20%
PMFA
452
Plante Moran Financial Advisors
Michigan
$63K
HCP
453
Hexagon Capital Partners
Arkansas
$62.4K
S
454
SignatureFD
Georgia
$57.2K +$35.1K +873 +158%
NSIM
455
North Star Investment Management
Illinois
$56.9K +$120 +3 +0.2%
Jones Financial Companies
456
Jones Financial Companies
Missouri
$55.7K -$86.7K -2,159 -61%
HPC
457
HM Payson & Co
Maine
$54.3K -$2.05K -51 -4%
PP
458
Pacifica Partners
Canada
$52.6K
BCMLT
459
Beacon Capital Management LLC (Tennessee)
Tennessee
$49.6K +$3.37K +84 +7%
FCA
460
FinTrust Capital Advisors
South Carolina
$49.5K
GIA
461
GHP Investment Advisors
Colorado
$47.8K -$10K -250 -17%
EI
462
Ellevest Inc
New York
$46.9K
MFG
463
Monumental Financial Group
Maryland
$44K +$44K +1,093 New
LWANC
464
Laurel Wealth Advisors (North Carolina)
North Carolina
$42.2K
MPWT
465
MassMutual Private Wealth & Trust
Connecticut
$40.4K +$17.3K +432 +75%
CNBTD
466
Citizens National Bank Trust Department
Mississippi
$40.3K
First Manhattan
467
First Manhattan
New York
$40.2K -$10.3K -257 -20%
TIM
468
Thompson Investment Management
Wisconsin
$40.2K +$40.2K +1,000 New
HT
469
Headlands Technologies
Illinois
$37.7K +$27.4K +682 +265%
GEA
470
Glen Eagle Advisors
New Jersey
$37.1K
CWM
471
Compass Wealth Management
Connecticut
$35.7K
AA
472
Ancora Advisors
Ohio
$33.3K
BAAM
473
Baker Avenue Asset Management
California
$31.9K
WT
474
Whittier Trust
California
$30.4K +$201 +5 +0.7%
LSA
475
Lansing Street Advisors
Pennsylvania
$30.3K +$30.3K +754 New