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First Trust Value Line Dividend Fund

480 hedge funds and large institutions have $7.02B invested in First Trust Value Line Dividend Fund in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 205 increasing their positions, 168 reducing their positions, and 27 closing their positions.

Holders
480
Holders Change
-1
Holders Change %
-0.21%
% of All Funds
8.3%
Holding in Top 10
54
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.89%
% of All Funds
0.93%
New
31
Increased
205
Reduced
168
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$16.5M -$246K -6,884 -1%
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$16.5M +$770K +21,520 +5%
DADC
53
D.A. Davidson & Co
Montana
$16.2M -$2.35M -65,627 -13%
OWA
54
Octavia Wealth Advisors
Ohio
$16M -$544K -15,211 -3%
FA
55
Fountainhead AM
New Jersey
$15.9M -$2.45M -68,529 -13%
RCAG
56
Rehmann Capital Advisory Group
Michigan
$15.9M -$103K -2,887 -0.6%
RW
57
RVW Wealth
California
$15.1M +$2.31M +64,561 +18%
KPWS
58
Kestra Private Wealth Services
Texas
$14.1M +$1.57M +43,974 +13%
NLP
59
Next Level Private
New York
$13.5M +$13.5M +362,024 New
PIA
60
Perennial Investment Advisors
California
$13.3M +$1.97M +55,139 +17%
SPIA
61
Steward Partners Investment Advisory
New York
$12.8M +$588K +16,425 +5%
FH
62
FWG Holdings
Florida
$12.7M +$2.09M +58,339 +20%
KWM
63
Keebeck Wealth Management
Illinois
$12.6M
AF
64
Apexium Financial
Texas
$12.4M +$7.94M +221,802 +176%
IA
65
IFP Advisors
Florida
$12.4M +$548K +17,764 +5%
GLA
66
Good Life Advisors
Pennsylvania
$11.7M -$525K -14,665 -4%
SOS
67
Silver Oak Securities
Tennessee
$11.6M +$4.15M +110,904 +56%
WWM
68
Western Wealth Management
Colorado
$11.5M +$1.59M +44,050 +16%
LCWP
69
Legacy Capital Wealth Partners
Arkansas
$11.4M -$2.58M -72,001 -18%
UL
70
Unionview LLC
Washington
$11M +$464K +12,968 +4%
NA
71
NewEdge Advisors
Louisiana
$10.7M -$1.58M -44,121 -13%
AWE
72
Avidian Wealth Enterprises
Texas
$10.5M +$223K +6,244 +2%
HCA
73
Heck Capital Advisors
Wisconsin
$10.1M -$216K -6,045 -2%
WS
74
Wedbush Securities
California
$9.91M -$9.27K -259 -0.1%
SWAG
75
Spectrum Wealth Advisory Group
California
$9.51M -$92K -2,570 -1%