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First Trust Value Line Dividend Fund

478 hedge funds and large institutions have $8.07B invested in First Trust Value Line Dividend Fund in 2022 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 200 increasing their positions, 158 reducing their positions, and 28 closing their positions.

Holders
478
Holders Change
+15
Holders Change %
+3.24%
% of All Funds
7.56%
Holding in Top 10
54
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.82%
% of All Funds
0.85%
New
50
Increased
200
Reduced
158
Closed
28
Calls
Puts
$212K
Net Calls
-$212K
Net Calls Change
-$212K
Name Holding Trade Value Shares
Change
Shares
Change %
OWA
51
Octavia Wealth Advisors
Ohio
$20M +$717K +16,948 +4%
FA
52
FDx Advisors
Illinois
$19.5M +$310K +7,337 +2%
RCAG
53
Rehmann Capital Advisory Group
Michigan
$18.7M +$283K +6,681 +2%
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$18.6M +$733K +17,335 +4%
PNC
55
Park National Corp
Ohio
$18.2M +$1.63M +38,444 +10%
SWM
56
Spire Wealth Management
Virginia
$17.9M -$520K -12,301 -3%
RW
57
RVW Wealth
California
$16.6M +$680K +16,075 +4%
LCWP
58
Legacy Capital Wealth Partners
Arkansas
$16.5M -$1.27M -30,107 -7%
PI
59
PFS Investments
Georgia
$16.3M +$346K +8,183 +2%
SWAG
60
Spectrum Wealth Advisory Group
California
$15.9M -$2.68M -63,302 -14%
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$15.9M +$6.74M +159,361 +74%
GLA
62
Good Life Advisors
Pennsylvania
$15M -$588K -13,911 -4%
KWM
63
Keebeck Wealth Management
Illinois
$14.9M +$132K +3,130 +0.9%
PWA
64
PCG Wealth Advisors
Kansas
$14.9M +$3.78M +89,292 +34%
SPIA
65
Steward Partners Investment Advisory
New York
$13.5M -$1.08M -25,520 -7%
FHC
66
First Heartland Consultants
Missouri
$13.4M -$1.58M -37,346 -11%
KPWS
67
Kestra Private Wealth Services
Texas
$13.3M -$3.28M -77,470 -20%
NLP
68
Next Level Private
New York
$13.2M +$729K +17,223 +6%
HCA
69
Heck Capital Advisors
Wisconsin
$12.7M -$120K -2,837 -0.9%
PIA
70
Perennial Investment Advisors
California
$12.6M -$116K -2,754 -0.9%
FH
71
FWG Holdings
Florida
$12.5M -$403K -9,535 -3%
AAS
72
Ameritas Advisory Services
Nebraska
$12.5M +$4.53K +107 +0%
AWE
73
Avidian Wealth Enterprises
Texas
$12.4M +$1.16M +27,509 +10%
IA
74
IFP Advisors
Florida
$11.8M +$5.13M +166,209 +77%
WWM
75
Western Wealth Management
Colorado
$11.5M +$6.46M +152,786 +129%