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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.

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 %
CA
26
Cetera Advisors
Colorado
$41.2M +$2.18M +54,706 +6%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$40.3M +$1.56M +39,137 +4%
AWS
28
Atria Wealth Solutions
New York
$39.3M +$3.4M +85,095 +9%
JPMPWA
29
J.P. Morgan Private Wealth Advisors
California
$39M +$6.49M +162,738 +20%
NEPWA
30
New England Private Wealth Advisors
Massachusetts
$36M -$61.5K -1,540 -0.2%
TCWA
31
Ten Capital Wealth Advisors
Washington
$34.7M +$2.25M +56,482 +7%
PFS
32
Prospera Financial Services
Texas
$34.2M +$2.73M +68,423 +9%
Mariner
33
Mariner
Kansas
$32.8M +$31.3M +783,981 +2,118%
Citigroup
34
Citigroup
New York
$29.2M +$2.09M +52,474 +8%
MML Investors Services
35
MML Investors Services
Massachusetts
$27.4M -$5.96M -149,444 -18%
IA
36
IFG Advisory
Georgia
$26.3M +$434K +10,887 +2%
RW
37
RVW Wealth
California
$24.6M +$7.77M +194,578 +46%
CAN
38
Cetera Advisor Networks
California
$23.7M +$3.04M +76,239 +15%
FAIM
39
Financial Advocates Investment Management
Washington
$23M +$1.43M +35,878 +7%
OWA
40
Octavia Wealth Advisors
Ohio
$22.8M +$5M +125,215 +28%
IGWM
41
ICA Group Wealth Management
Colorado
$22.4M -$3.87M -96,883 -15%
PA
42
Prism Advisors
California
$20.8M -$1.28M -32,039 -6%
BFEC
43
Benjamin F. Edwards & Company
Missouri
$19.8M -$447K -11,205 -2%
EH
44
Equitable Holdings
New York
$19.7M -$1.39M -34,798 -7%
GWM
45
GDS Wealth Management
Texas
$19.5M -$1.24M -31,116 -6%
PNC
46
Park National Corp
Ohio
$19.2M -$25.1K -628 -0.1%
KIG
47
Kowal Investment Group
Wisconsin
$19.1M -$26.2M -657,031 -58%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$18.8M +$425K +10,643 +2%
DADC
49
D.A. Davidson & Co
Montana
$18.3M +$236K +5,922 +1%
US Bancorp
50
US Bancorp
Minnesota
$18.3M -$1.46M -36,654 -7%