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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 %
WWP
501
WR Wealth Planners
Missouri
$6.43K
CP
502
Castleview Partners
Texas
$6.06K +$935 +25 +18%
CSB
503
City State Bank
Iowa
$6K
SIC
504
Salem Investment Counselors
North Carolina
$5.53K -$18.2K -488 -77%
Simplex Trading
505
Simplex Trading
Illinois
$5K +$5K +146 New
IHWM
506
Iron Horse Wealth Management
Iowa
$4.67K +$4.67K +125 New
UB
507
UMB Bank
Missouri
$3.93K +$3.93K +105 New
EAM
508
Eukles Asset Management
Ohio
$2.28K
BlackRock
509
BlackRock
New York
$24 +$24 +1 New
SIS
510
Sound Income Strategies
Florida
$1 -$8.2K -204 Closed
FA
511
FDx Advisors
Illinois
-$20.3M -507,354 Closed
RA
512
RiverTree Advisors
Florida
-$7.61M -189,837 Closed
SHFP
513
Second Half Financial Partners
Florida
-$3.69M -91,971 Closed
AP
514
Americana Partners
Texas
-$3.56M -88,814 Closed
AWE
515
Avidian Wealth Enterprises
Texas
-$1.93M -48,223 Closed
Cerity Partners
516
Cerity Partners
New York
-$1.74M -43,410 Closed
VAS
517
Vestmark Advisory Solutions
Massachusetts
-$1.62M -40,395 Closed
BBA
518
Braun-Bostich & Associates
Pennsylvania
-$1.16M -28,859 Closed
PFG
519
Prosperity Financial Group
California
-$799K -19,932 Closed
SPI
520
Sutton Place Investors
New York
-$776K -19,350 Closed
CS
521
Capital Square
Tennessee
-$684K -17,062 Closed
CF
522
Centaurus Financial
California
-$623K -15,550 Closed
V
523
Veritable
Delaware
-$546K -13,627 Closed
CAG
524
Curtis Advisory Group
California
-$439K -10,948 Closed
PWM
525
Prosperity Wealth Management
California
-$430K -10,719 Closed