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First Trust Value Line Dividend Fund

517 hedge funds and large institutions have $7.83B invested in First Trust Value Line Dividend Fund in 2023 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 194 increasing their positions, 197 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
517
Holders Change
+6
Holders Change %
+1.17%
% of All Funds
8.15%
Holding in Top 10
55
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-17.91%
% of All Funds
0.87%
New
49
Increased
194
Reduced
197
Closed
36
Calls
$68K
Puts
$7.35M
Net Calls
-$7.28M
Net Calls Change
-$7.28M
Name Holding Trade Value Shares
Change
Shares
Change %
GJIA
451
Glass Jacobson Investment Advisors
Maryland
$75.7K +$75.7K +1,889 New
WTA
452
Washington Trust Advisors
Massachusetts
$71.2K
OA
453
Operose Advisors
Wisconsin
$70.4K
PMFA
454
Plante Moran Financial Advisors
Michigan
$66.9K +$4.01K +100 +6%
KA
455
Kozak & Associates
Colorado
$62.5K -$5.27K -131 -8%
HCP
456
Hexagon Capital Partners
Arkansas
$62.3K
OC
457
Oakworth Capital
Alabama
$60.1K +$60.1K +1,500 New
EWA
458
EverSource Wealth Advisors
Alabama
$58.5K +$58.5K +1,460 New
S
459
SignatureFD
Georgia
$57.1K +$40 +1 +0.1%
NSIM
460
North Star Investment Management
Illinois
$57K +$160 +4 +0.3%
Jones Financial Companies
461
Jones Financial Companies
Missouri
$55.6K
OIS
462
Okabena Investment Services
Minnesota
$54K +$54K +1,346 New
SWM
463
Sanctuary Wealth Management
Idaho
$53K +$53K +1,321 New
PP
464
Pacifica Partners
Canada
$52.5K
FCA
465
FinTrust Capital Advisors
South Carolina
$49.5K
HPC
466
HM Payson & Co
Maine
$49K -$5.21K -130 -10%
NRG
467
Nemes Rush Group
Michigan
$45.7K +$45.7K +1,140 New
AWM
468
Activest Wealth Management
Florida
$45.1K -$49K -1,391 -52%
LWANC
469
Laurel Wealth Advisors (North Carolina)
North Carolina
$42.1K
CNBTD
470
Citizens National Bank Trust Department
Mississippi
$40.2K
TIM
471
Thompson Investment Management
Wisconsin
$40.1K
First Manhattan
472
First Manhattan
New York
$40.1K
GEA
473
Glen Eagle Advisors
New Jersey
$39.7K +$2.61K +65 +7%
AA
474
Addison Advisors
Vermont
$39.1K +$39.1K +975 New
NBT
475
Northwest Bank & Trust
Iowa
$37.6K +$37.6K +938 New