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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 %
BLC
501
Brown, Lisle/Cummings
Rhode Island
$9.04K
APC
502
Aspire Private Capital
North Carolina
$8.92K
LWP
503
Lumature Wealth Partners
Georgia
$8.63K +$8.63K +215 New
SCA
504
Stonebridge Capital Advisors
Minnesota
$8.03K
GM
505
GeoWealth Management
Illinois
$8K +$8K +197 New
NC
506
NewSquare Capital
Pennsylvania
$6.67K
DI
507
Disciplined Investments
Oklahoma
$6.27K
CSB
508
City State Bank
Iowa
$6K
SIC
509
Salem Investment Counselors
North Carolina
$5.94K
CP
510
Castleview Partners
Texas
$5.5K +$1.93K +48 +54%
RTC
511
Riverview Trust Company
Washington
$4.3K +$4.3K +107 New
CSPIA
512
Cary Street Partners Investment Advisory
Virginia
$4.02K
EAM
513
Eukles Asset Management
Ohio
$2.45K
SG
514
StoneX Group
New York
-$8.44M -211,495 Closed
CA
515
Calton & Associates
Florida
-$2.05M -51,352 Closed
ACM
516
AlphaStar Capital Management
North Carolina
-$1.61M -40,255 Closed
SWM
517
Shelton Wealth Management
Texas
-$1.54M -38,629 Closed
BCP
518
Blackhawk Capital Partners
Wisconsin
-$1.38M -34,461 Closed
AWAP
519
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
-$963K -24,139 Closed
FFG
520
Ford Financial Group
California
-$941K -23,581 Closed
CRI
521
Colonial River Investments
Virginia
-$448K -11,235 Closed
JIP
522
Jaffetilchin Investment Partners
Florida
-$376K -9,433 Closed
Brown Advisory
523
Brown Advisory
Maryland
-$336K -8,425 Closed
RSWM
524
Robertson Stephens Wealth Management
California
-$306K -7,656 Closed
Fisher Asset Management
525
Fisher Asset Management
Washington
-$278K -6,966 Closed