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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.

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 %
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$40.2M -$362K -9,021 -0.9%
JPMPWA
27
J.P. Morgan Private Wealth Advisors
California
$40.1M +$883K +21,991 +2%
CA
28
Cetera Advisors
Colorado
$40M -$1.5M -37,289 -4%
SWP
29
Stratos Wealth Partners
Ohio
$38.2M -$5.26M -130,955 -12%
NEPWA
30
New England Private Wealth Advisors
Massachusetts
$36.3M +$51.2K +1,274 +0.1%
PFS
31
Prospera Financial Services
Texas
$36.2M +$1.81M +45,112 +5%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$34M -$8.38M -208,732 -20%
Mariner
33
Mariner
Kansas
$27.9M -$5.03M -125,211 -15%
IA
34
IFG Advisory
Georgia
$27M +$510K +12,696 +2%
MML Investors Services
35
MML Investors Services
Massachusetts
$26.7M -$945K -23,531 -3%
Citigroup
36
Citigroup
New York
$26.6M -$2.75M -68,550 -9%
FAIM
37
Financial Advocates Investment Management
Washington
$23.8M +$576K +14,347 +2%
IGWM
38
ICA Group Wealth Management
Colorado
$22.5M -$125K -3,105 -0.6%
DADC
39
D.A. Davidson & Co
Montana
$21.6M +$3.19M +79,339 +17%
CAN
40
Cetera Advisor Networks
California
$21.4M -$2.37M -58,973 -10%
PA
41
Prism Advisors
California
$21.1M +$183K +4,548 +0.9%
RCAG
42
Rehmann Capital Advisory Group
Michigan
$21M +$3.31M +82,475 +19%
BFEC
43
Benjamin F. Edwards & Company
Missouri
$20.2M +$239K +5,943 +1%
OWA
44
Octavia Wealth Advisors
Ohio
$20.2M -$2.82M -70,223 -12%
TCWA
45
Ten Capital Wealth Advisors
Washington
$19.9M -$15.1M -375,448 -43%
EH
46
Equitable Holdings
New York
$19.9M +$64K +1,594 +0.3%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$19.5M +$539K +13,425 +3%
PNC
48
Park National Corp
Ohio
$19.4M +$104K +2,587 +0.5%
PIA
49
Perennial Investment Advisors
California
$19.3M +$3.64M +90,728 +23%
PVI
50
Pine Valley Investments
New Jersey
$17.9M +$17.9M +445,671 New