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First Trust Value Line Dividend Fund

507 hedge funds and large institutions have $6.96B invested in First Trust Value Line Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 161 increasing their positions, 222 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
-10
Holders Change %
-1.93%
% of All Funds
8.08%
Holding in Top 10
51
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.27%
% of All Funds
0.81%
New
48
Increased
161
Reduced
222
Closed
44
Calls
Puts
$7K
Net Calls
-$7K
Net Calls Change
+$7.28M
Name Holding Trade Value Shares
Change
Shares
Change %
MPWT
476
MassMutual Private Wealth & Trust
Connecticut
$21.5K
TFA
477
Transamerica Financial Advisors
Florida
$20K +$20K +509 New
AIP
478
Ameritas Investment Partners
Nebraska
$19.5K -$3.74K -100 -16%
PPC
479
Park Place Capital
Alabama
$18.7K
JFA
480
JNBA Financial Advisors
Minnesota
$18.2K
FRA
481
Front Row Advisors
California
$17.5K
CNBTD
482
Citizens National Bank Trust Department
Mississippi
$16.8K -$20.7K -553 -55%
AAG
483
Armstrong Advisory Group
Massachusetts
$16.2K +$16.2K +434 New
BBHC
484
Brown Brothers Harriman & Co
New York
$16.2K
AWM
485
AllSquare Wealth Management
New York
$15.9K
PA
486
Parallel Advisors
California
$15K -$5.53K -148 -27%
KFS
487
Kelly Financial Services
Massachusetts
$14.6K +$37 +1 +0.3%
PP
488
PFS Partners
New Jersey
$14.4K +$37 +1 +0.3%
CTC
489
Central Trust Company
Missouri
$14.1K +$14.1K +377 New
WWM
490
Wolff Wiese Magana
California
$13.2K
FWA
491
FSC Wealth Advisors
New York
$12.6K
IRC
492
Investors Research Corp
Georgia
$11.8K
PGAM
493
Princeton Global Asset Management
New Jersey
$11.2K
GI
494
Gradient Investments
Minnesota
$10.3K -$7.48K -200 -42%
SL
495
Salomon & Ludwin
Virginia
$10.1K +$10.1K +271 New
FAM
496
Flaharty Asset Management
Florida
$9.72K +$9.72K +260 New
WT
497
Whittier Trust
California
$9.2K -$19.3K -515 -68%
BLC
498
Brown, Lisle/Cummings
Rhode Island
$8.41K
APC
499
Aspire Private Capital
North Carolina
$8.3K
SCA
500
Stonebridge Capital Advisors
Minnesota
$7.48K