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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 %
YIH
526
Y-Intercept (HK)
Hong Kong
-$495K -12,318 Closed
PP
527
Prudential plc
United Kingdom
-$442K -11,000 Closed
PWM
528
PRW Wealth Management
Massachusetts
-$413K -10,172 Closed
VF
529
Virtu Financial
New York
-$347K -8,643 Closed
FA
530
Fermata Advisors
California
-$344K -8,571 Closed
TSS
531
Two Sigma Securities
New York
-$342K -8,522 Closed
MWM
532
Mattern Wealth Management
Kansas
-$342K -8,521 Closed
TI
533
Trexquant Investment
Connecticut
-$329K -8,183 Closed
AGP
534
Autumn Glory Partners
Texas
-$295K -7,357 Closed
Northern Trust
535
Northern Trust
Illinois
-$264K -6,565 Closed
EWM
536
Executive Wealth Management
Michigan
-$242K -6,033 Closed
SYBT
537
Stock Yards Bank & Trust
Kentucky
-$240K -5,971 Closed
WAM
538
WealthTrust Asset Management
Florida
-$212K -5,272 Closed
CW
539
Channel Wealth
California
-$207K -5,151 Closed
NDSI
540
Newman Dignan & Sheerar Inc
Rhode Island
-$204K -5,083 Closed
PAMG
541
Patton Albertson Miller Group
Tennessee
-$201K -5,005 Closed
MPW
542
Monterey Private Wealth
California
-$201K -4,995 Closed
EI
543
Ellevest Inc
New York
-$46.9K -1,169 Closed
MFG
544
Monumental Financial Group
Maryland
-$44K -1,093 Closed
HT
545
Headlands Technologies
Illinois
-$37.7K -939 Closed
UB
546
UMB Bank
Missouri
-$30.1K -750 Closed
CHC
547
City Holding Co
West Virginia
-$28.1K -700 Closed
HFS
548
Hantz Financial Services
Michigan
-$25K -618 Closed
2L
549
25 LLC
Missouri
-$12.3K -304 Closed
HWA
550
Heritage Wealth Advisors
Virginia
-$11.8K -294 Closed