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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.

New
Increased
Maintained
Reduced
Closed
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 %
TC
476
Truvestments Capital
Florida
$19.6K +$19.6K +492 New
JFA
477
JNBA Financial Advisors
Minnesota
$19.4K
FRA
478
Front Row Advisors
California
$19K
BBHC
479
Brown Brothers Harriman & Co
New York
$17.3K
AWM
480
AllSquare Wealth Management
New York
$17K
TRCT
481
Tower Research Capital (TRC)
New York
$16K -$2.03M -49,566 -99%
KFS
482
Kelly Financial Services
Massachusetts
$15.3K +$120 +3 +0.8%
WWM
483
Wolff Wiese Magana
California
$14K
HS
484
Horan Securities
United States
$13.8K
TIM
485
Tortoise Investment Management
New York
$13.7K +$13.7K +343 New
FWA
486
FSC Wealth Advisors
New York
$13.4K
TFA
487
Transamerica Financial Advisors
Florida
$13K
IRC
488
Investors Research Corp
Georgia
$12.6K
PGAM
489
Princeton Global Asset Management
New Jersey
$12K
GI
490
Gradient Investments
Minnesota
$11K -$7.34K -184 -40%
CWA
491
Clearview Wealth Advisors
Oregon
$10.5K +$80 +2 +0.8%
BC
492
Bartlett & Co
Ohio
$10K
HT
493
Headlands Technologies
Illinois
$10K +$10K +257 New
BCWM
494
Bartlett & Co Wealth Management
Ohio
$9.74K
BLC
495
Brown, Lisle/Cummings
Rhode Island
$8.98K
APC
496
Aspire Private Capital
North Carolina
$8.86K
SCA
497
Stonebridge Capital Advisors
Minnesota
$7.98K +$7.98K +200 New
NC
498
NewSquare Capital
Pennsylvania
$6.63K
DI
499
Disciplined Investments
Oklahoma
$6.23K
CSB
500
City State Bank
Iowa
$6K