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First Trust Value Line Dividend Fund

517 hedge funds and large institutions have $7.83B invested in First Trust Value Line Dividend Fund in 2023 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 194 increasing their positions, 197 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
517
Holders Change
+6
Holders Change %
+1.17%
% of All Funds
8.15%
Holding in Top 10
55
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-17.91%
% of All Funds
0.87%
New
49
Increased
194
Reduced
197
Closed
36
Calls
$68K
Puts
$7.35M
Net Calls
-$7.28M
Net Calls Change
-$7.28M
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
476
Compass Wealth Management
Connecticut
$35.6K
AA
477
Ancora Advisors
Ohio
$33.2K
BAAM
478
Baker Avenue Asset Management
California
$31.9K
WT
479
Whittier Trust
California
$30.5K +$160 +4 +0.5%
LSA
480
Lansing Street Advisors
Pennsylvania
$30.2K
HWA
481
HHM Wealth Advisors
Tennessee
$30.1K +$30.1K +751 New
WFA
482
West Financial Advisors
Iowa
$28.8K
SIC
483
Salem Investment Counselors
North Carolina
$25.5K +$19.6K +488 +330%
AIP
484
Ameritas Investment Partners
Nebraska
$24.9K
GIA
485
GHP Investment Advisors
Colorado
$24.4K -$23.2K -579 -49%
MPWT
486
MassMutual Private Wealth & Trust
Connecticut
$23.1K -$17.3K -432 -43%
PA
487
Parallel Advisors
California
$22K +$5.93K +148 +37%
WIM
488
WealthPlan Investment Management
Nebraska
$21.2K
PPC
489
Park Place Capital
Alabama
$20K
JFA
490
JNBA Financial Advisors
Minnesota
$19.5K
GI
491
Gradient Investments
Minnesota
$19.1K +$8.02K +200 +72%
FRA
492
Front Row Advisors
California
$19K
BBHC
493
Brown Brothers Harriman & Co
New York
$17.4K
AWM
494
AllSquare Wealth Management
New York
$16.5K
KFS
495
Kelly Financial Services
Massachusetts
$15.5K +$120 +3 +0.8%
PP
496
PFS Partners
New Jersey
$15.3K -$9.09K -227 -37%
WWM
497
Wolff Wiese Magana
California
$14.1K
HS
498
Horan Securities
United States
$13.8K
FWA
499
FSC Wealth Advisors
New York
$13.5K
IRC
500
Investors Research Corp
Georgia
$12.7K