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First Trust Value Line Dividend Fund

510 hedge funds and large institutions have $7.98B invested in First Trust Value Line Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 199 increasing their positions, 163 reducing their positions, and 32 closing their positions.

Holders
510
Holders Change
+30
Holders Change %
+6.25%
% of All Funds
8.23%
Holding in Top 10
71
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+31.48%
% of All Funds
1.15%
New
70
Increased
199
Reduced
163
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KPWS
51
Kestra Private Wealth Services
Texas
$18.2M +$2.49M +62,380 +16%
RCAG
52
Rehmann Capital Advisory Group
Michigan
$17.6M -$151K -3,771 -0.8%
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$17.2M -$1.25M -31,423 -7%
FA
54
Fountainhead AM
New Jersey
$16.8M -$975K -24,441 -5%
KDA
55
Kraft Davis & Associates
Missouri
$16.8M +$16.8M +414,637 New
KCM
56
Kaye Capital Management
California
$16.6M +$16.6M +416,100 New
PIA
57
Perennial Investment Advisors
California
$15.5M +$682K +17,096 +5%
NLP
58
Next Level Private
New York
$15.4M +$645K +15,875 +4%
SPC
59
Sigma Planning Corp
Michigan
$14.3M -$9.48M -237,446 -40%
SPIA
60
Steward Partners Investment Advisory
New York
$14.3M +$44K +1,103 +0.3%
FH
61
FWG Holdings
Florida
$14.2M +$23.5K +588 +0.2%
KWM
62
Keebeck Wealth Management
Illinois
$14M
AF
63
Apexium Financial
Texas
$13.9M -$21.2K -530 -0.2%
AAS
64
Ameritas Advisory Services
Nebraska
$13.5M +$3.08M +77,125 +30%
UL
65
Unionview LLC
Washington
$13.4M +$1.07M +26,917 +9%
NA
66
NewEdge Advisors
Louisiana
$13M +$2.28M +63,522 +21%
BAM
67
Bellevue Asset Management
Washington
$13M +$12.7M +321,091 +4,554%
GLA
68
Good Life Advisors
Pennsylvania
$12.8M -$214K -5,372 -2%
LCWP
69
Legacy Capital Wealth Partners
Arkansas
$12.7M +$13.6K +340 +0.1%
IA
70
IFP Advisors
Florida
$12.4M +$41.5K +1,343 +0.3%
IWC
71
Integrated Wealth Concepts
Massachusetts
$11.9M +$3.36M +84,286 +39%
PWA
72
PCG Wealth Advisors
Kansas
$11.9M -$12.1M -303,310 -51%
WS
73
Wedbush Securities
California
$11.1M +$100K +2,511 +0.9%
HCA
74
Heck Capital Advisors
Wisconsin
$11M -$217K -5,432 -2%
ASN
75
Advisory Services Network
Georgia
$10.8M +$203K +5,074 +2%