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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 %
OCM
526
Objective Capital Management
Ohio
-$274K -6,865 Closed
Corient Private Wealth
527
Corient Private Wealth
Florida
-$259K -6,488 Closed
CW
528
CreativeOne Wealth
Kansas
-$245K -6,139 Closed
ICM
529
Intrepid Capital Management
Florida
-$245K -6,128 Closed
ACM
530
Anfield Capital Management
California
-$244K -6,030 Closed
PCIA
531
Prime Capital Investment Advisors
Kansas
-$232K -5,822 Closed
SMF
532
Sterling Manor Financial
New York
-$206K -5,162 Closed
CTC
533
Central Trust Company
Missouri
-$172K -4,322 Closed
RFA
534
Resurgent Financial Advisors
Georgia
-$101K -2,525 Closed
RBC
535
Romano Brothers & Co
Illinois
-$95.8K -2,400 Closed
ZIG
536
Zullo Investment Group
Pennsylvania
-$68K -1,705 Closed
WTC
537
WhitTier Trust Company
Nevada
-$39.9K -1,000 Closed
MWM
538
MinichMacGregor Wealth Management
New York
-$37.9K -950 Closed
TWA
539
Tandem Wealth Advisors
Arizona
-$36.1K -904 Closed
EWM
540
Evermay Wealth Management
Virginia
-$26.3K -658 Closed
RBC
541
Roble Belko & Company
Pennsylvania
-$22K -559 Closed
CAL
542
Capital Analysts LLC
Pennsylvania
-$20K -500 Closed
TC
543
Truvestments Capital
Florida
-$19.6K -492 Closed
SC
544
Soundwatch Capital
Connecticut
-$1.71M -452 Closed
TIM
545
Tortoise Investment Management
New York
-$13.7K -343 Closed
TFA
546
Transamerica Financial Advisors
Florida
-$13K -325 Closed
CWP
547
Concord Wealth Partners
Virginia
-$5.39K -135 Closed
VF
548
VitalStone Financial
Texas
-$1K -59 Closed
BlackRock
549
BlackRock
New York
-$2.2K -55 Closed
MPCL
550
My Personal CFO LLC
Washington
-$1.92K -48 Closed