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First Trust Value Line Dividend Fund

481 hedge funds and large institutions have $7.5B invested in First Trust Value Line Dividend Fund in 2022 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 184 increasing their positions, 174 reducing their positions, and 33 closing their positions.

Holders
481
Holders Change
+3
Holders Change %
+0.63%
% of All Funds
8.13%
Holding in Top 10
53
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.85%
% of All Funds
0.9%
New
40
Increased
184
Reduced
174
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$18.2M 469,270 +93,616 +25%
FA
52
FDx Advisors
Illinois
$18.2M 468,218 +6,923 +2%
OWA
53
Octavia Wealth Advisors
Ohio
$18M 462,170 -11,120 -2%
RCAG
54
Rehmann Capital Advisory Group
Michigan
$17.3M 446,560 +6,222 +1%
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$17.1M 439,737 -711 -0.2%
LCWP
56
Legacy Capital Wealth Partners
Arkansas
$15.1M 389,563 -603 -0.2%
PWA
57
PCG Wealth Advisors
Kansas
$14.3M 368,966 +17,432 +5%
RW
58
RVW Wealth
California
$13.9M 357,599 -35,152 -9%
KWM
59
Keebeck Wealth Management
Illinois
$13.7M 351,830
KPWS
60
Kestra Private Wealth Services
Texas
$13.6M 349,392 +35,735 +11%
NA
61
NewEdge Advisors
Louisiana
$13.3M 342,531 +99,212 +41%
SPIA
62
Steward Partners Investment Advisory
New York
$13.2M 341,161 +22,928 +7%
GLA
63
Good Life Advisors
Pennsylvania
$13.2M 340,699 -12,987 -4%
SWM
64
Spire Wealth Management
Virginia
$13M 335,096 -87,708 -21%
FHC
65
First Heartland Consultants
Missouri
$12.4M 320,788 +3,553 +1%
PIA
66
Perennial Investment Advisors
California
$12.3M 317,230 +18,516 +6%
IA
67
IFP Advisors
Florida
$11.8M 382,839
FH
68
FWG Holdings
Florida
$11.5M 295,795 -257 -0.1%
UL
69
Unionview LLC
Washington
$11.5M 295,425 +31,387 +12%
AWE
70
Avidian Wealth Enterprises
Texas
$11.2M 287,300 -5,976 -2%
HCA
71
Heck Capital Advisors
Wisconsin
$11.1M 287,026 -13,626 -5%
WS
72
Wedbush Securities
California
$10.8M 277,102 +13,384 +5%
WWM
73
Western Wealth Management
Colorado
$10.7M 276,146 +5,060 +2%
SWAG
74
Spectrum Wealth Advisory Group
California
$10.4M 268,396 -108,234 -29%
ASN
75
Advisory Services Network
Georgia
$10.3M 264,585 +5,797 +2%