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First Trust Value Line Dividend Fund

480 hedge funds and large institutions have $7.02B invested in First Trust Value Line Dividend Fund in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 205 increasing their positions, 168 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
480
Holders Change
-1
Holders Change %
-0.21%
% of All Funds
8.3%
Holding in Top 10
54
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.89%
% of All Funds
0.93%
New
31
Increased
205
Reduced
168
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CP
476
Castleview Partners
Texas
$2K +$2K +57 New
MOS
477
MGO One Seven
Ohio
$796 +$21 +578 +3%
Bank of Montreal
478
Bank of Montreal
Ontario, Canada
$299 +$299 +7,721 New
SAM
479
Synergy Asset Management
Washington
-$4.69M -120,769 Closed
MP
480
McDonald Partners
Ohio
-$2.41M -62,035 Closed
MMA
481
Miracle Mile Advisors
California
-$2.4M -61,813 Closed
SI
482
Saxon Interests
Texas
-$1.47M -37,813 Closed
BCM
483
BTC Capital Management
Iowa
-$770K -19,843 Closed
TSS
484
Two Sigma Securities
New York
-$560K -14,436 Closed
HH
485
Hilltop Holdings
Texas
-$369K -9,497 Closed
Two Sigma Investments
486
Two Sigma Investments
New York
-$345K -8,900 Closed
EIA
487
Eldridge Investment Advisors
New Hampshire
-$267K -6,879 Closed
SCFS
488
S.C. Financial Services
Arizona
-$259K -6,681 Closed
CL
489
Choreo LLC
Illinois
-$227K -5,855 Closed
Northern Trust
490
Northern Trust
Illinois
-$225K -5,790 Closed
SFP
491
Sweet Financial Partners
Minnesota
-$204K -5,245 Closed
NWMG
492
National Wealth Management Group
Ohio
-$201K -5,190 Closed
TCWM
493
Total Clarity Wealth Management
Illinois
-$177K -4,569 Closed
PFGIA
494
Patriot Financial Group Insurance Agency
Massachusetts
-$72K -1,868 Closed
FMII
495
Farmers & Merchants Investments Inc
Nebraska
-$72K -1,861 Closed
CA
496
CoreCap Advisors
Michigan
-$65K -1,669 Closed
GLLW
497
Graves Light Lenhart Wealth
Virginia
-$28K -717 Closed
PFP
498
Pinnacle Financial Partners
Tennessee
-$26K -670 Closed
SCA
499
Stonebridge Capital Advisors
Minnesota
-$18K -452 Closed
OIA
500
Optimum Investment Advisors
Illinois
-$11K -275 Closed