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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 %
NRC
526
New Republic Capital
North Carolina
-$320K -7,982 Closed
VHAM
527
Van Hulzen Asset Management
California
-$305K -7,607 Closed
HGWM
528
Horst & Graben Wealth Management
Oregon
-$274K -6,829 Closed
GCM
529
Gallacher Capital Management
Colorado
-$259K -6,469 Closed
BA
530
Ballast Advisors
Minnesota
-$249K -6,209 Closed
CCA
531
Checchi Capital Advisers
California
-$241K -6,000 Closed
ZIM
532
Zacks Investment Management
Illinois
-$212K -5,284 Closed
SFP
533
Sweet Financial Partners
Minnesota
-$210K -5,245 Closed
CGFA
534
Colton Groome Financial Advisors
North Carolina
-$210K -5,234 Closed
C
535
Certuity
Florida
-$210K -5,227 Closed
CWP
536
Core Wealth Partners
California
-$208K -5,180 Closed
FWA
537
Freedom Wealth Alliance
Wisconsin
-$205K -5,095 Closed
SWM
538
Sanctuary Wealth Management
Idaho
-$53K -1,321 Closed
First Manhattan
539
First Manhattan
New York
-$40.1K -1,000 Closed
AA
540
Addison Advisors
Vermont
-$39.1K -975 Closed
HWA
541
HHM Wealth Advisors
Tennessee
-$30.1K -751 Closed
WIM
542
WealthPlan Investment Management
Nebraska
-$21.2K -529 Closed
HS
543
Horan Securities
United States
-$13.8K -345 Closed
CTWM
544
Cherry Tree Wealth Management
Minnesota
-$11.2K -280 Closed
CWA
545
Clearview Wealth Advisors
Oregon
-$10.7K -266 Closed
CCM
546
Chilton Capital Management
Texas
-$9.02K -225 Closed
HF
547
Halpern Financial
Virginia
-$7.66K -191 Closed
DI
548
Disciplined Investments
Oklahoma
-$6.25K -156 Closed
HFS
549
HBC Financial Services
Washington
-$5K -145 Closed
CSPIA
550
Cary Street Partners Investment Advisory
Virginia
-$4.01K -100 Closed