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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.

New
Increased
Maintained
Reduced
Closed
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 %
UB
476
UMB Bank
Missouri
$30.1K
WFA
477
West Financial Advisors
Iowa
$28.8K
CHC
478
City Holding Co
West Virginia
$28.1K
HFS
479
Hantz Financial Services
Michigan
$25K +$25K +618 New
AIP
480
Ameritas Investment Partners
Nebraska
$25K -$402 -10 -2%
PP
481
PFS Partners
New Jersey
$24.5K +$120 +3 +0.5%
WIM
482
WealthPlan Investment Management
Nebraska
$21.2K -$1.4M -34,788 -99%
PPC
483
Park Place Capital
Alabama
$20.1K
JFA
484
JNBA Financial Advisors
Minnesota
$19.5K
FRA
485
Front Row Advisors
California
$19K
BBHC
486
Brown Brothers Harriman & Co
New York
$17.4K
AWM
487
AllSquare Wealth Management
New York
$17.1K
PA
488
Parallel Advisors
California
$16.1K +$16.1K +400 New
KFS
489
Kelly Financial Services
Massachusetts
$15.5K +$80 +2 +0.5%
WWM
490
Wolff Wiese Magana
California
$14.1K
HS
491
Horan Securities
United States
$13.9K
FWA
492
FSC Wealth Advisors
New York
$13.5K
IRC
493
Investors Research Corp
Georgia
$12.7K
2L
494
25 LLC
Missouri
$12.3K +$12.3K +304 New
PGAM
495
Princeton Global Asset Management
New Jersey
$12K
HWA
496
Heritage Wealth Advisors
Virginia
$11.8K +$11.8K +294 New
GI
497
Gradient Investments
Minnesota
$11.1K
CWA
498
Clearview Wealth Advisors
Oregon
$10.6K +$40 +1 +0.4%
BC
499
Bartlett & Co
Ohio
$10K
BCWM
500
Bartlett & Co Wealth Management
Ohio
$9.8K