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First Trust Value Line Dividend Fund

507 hedge funds and large institutions have $6.96B invested in First Trust Value Line Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 161 increasing their positions, 222 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
-10
Holders Change %
-1.93%
% of All Funds
8.08%
Holding in Top 10
51
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.27%
% of All Funds
0.81%
New
48
Increased
161
Reduced
222
Closed
44
Calls
Puts
$7K
Net Calls
-$7K
Net Calls Change
+$7.28M
Name Holding Trade Value Shares
Change
Shares
Change %
HCP
451
Hexagon Capital Partners
Arkansas
$58.1K
OC
452
Oakworth Capital
Alabama
$56.1K
EWA
453
EverSource Wealth Advisors
Alabama
$54.6K
S
454
SignatureFD
Georgia
$53.3K
NSIM
455
North Star Investment Management
Illinois
$53.3K +$112 +3 +0.2%
Jones Financial Companies
456
Jones Financial Companies
Missouri
$51.8K
KA
457
Kozak & Associates
Colorado
$51.3K -$6.21K -168 -11%
OIS
458
Okabena Investment Services
Minnesota
$50.3K
PP
459
Pacifica Partners
Canada
$48.2K
AWM
460
Activest Wealth Management
Florida
$47.8K
FCA
461
FinTrust Capital Advisors
South Carolina
$46.4K
HPC
462
HM Payson & Co
Maine
$45.7K
NRG
463
Nemes Rush Group
Michigan
$42.6K
OP
464
ORG Partners
Indiana
$41K -$360K -9,620 -90%
LWANC
465
Laurel Wealth Advisors (North Carolina)
North Carolina
$39.3K
TIM
466
Thompson Investment Management
Wisconsin
$37.4K
GEA
467
Glen Eagle Advisors
New Jersey
$37K
AGWCA
468
Annis Gardner Whiting Capital Advisors
Florida
$33.9K +$33.9K +906 New
HNB
469
Huntington National Bank
Ohio
$33.8K -$101K
CWM
470
Compass Wealth Management
Connecticut
$33.2K
AA
471
Ancora Advisors
Ohio
$31K
BAAM
472
Baker Avenue Asset Management
California
$29.7K
WFA
473
West Financial Advisors
Iowa
$26.8K
ANBT
474
American National Bank & Trust
Texas
$24.7K +$24.7K +661 New
GIA
475
GHP Investment Advisors
Colorado
$22.8K +$112 +3 +0.5%