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First Trust Value Line Dividend Fund

511 hedge funds and large institutions have $7.8B invested in First Trust Value Line Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 191 increasing their positions, 185 reducing their positions, and 40 closing their positions.

Holders
511
Holders Change
+1
Holders Change %
+0.2%
% of All Funds
8.18%
Holding in Top 10
67
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.63%
% of All Funds
1.07%
New
56
Increased
191
Reduced
185
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KPWS
51
Kestra Private Wealth Services
Texas
$17.9M -$395K -9,844 -2%
RW
52
RVW Wealth
California
$17.3M -$7.43M -184,907 -30%
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$17.1M -$241K -6,005 -1%
FA
54
Fountainhead AM
New Jersey
$16.9M -$6.43K -160 -0%
GWM
55
GDS Wealth Management
Texas
$16.8M -$2.78M -69,258 -14%
NLP
56
Next Level Private
New York
$15.8M +$637K +15,853 +4%
SWM
57
Spire Wealth Management
Virginia
$15.1M +$4.68M +116,512 +45%
SPIA
58
Steward Partners Investment Advisory
New York
$14.9M +$464K +11,546 +3%
KCM
59
Kaye Capital Management
California
$14.6M -$2.15M -53,590 -13%
KWM
60
Keebeck Wealth Management
Illinois
$14.1M
BHB
61
Bank Hapoalim BM
Israel
$13.9M +$13.9M +346,000 New
BAM
62
Bellevue Asset Management
Washington
$13.8M +$615K +15,306 +5%
UL
63
Unionview LLC
Washington
$13.7M +$249K +6,198 +2%
SPC
64
Sigma Planning Corp
Michigan
$13.6M -$770K -19,180 -5%
AF
65
Apexium Financial
Texas
$13.5M -$399K -9,945 -3%
US Bancorp
66
US Bancorp
Minnesota
$13.5M -$4.94M -122,986 -27%
NA
67
NewEdge Advisors
Louisiana
$13.2M -$1.31M -32,715 -9%
PI
68
PFS Investments
Georgia
$13.1M +$2.69M +66,674 +26%
GLA
69
Good Life Advisors
Pennsylvania
$13M +$85.8K +2,136 +0.7%
AWM
70
AE Wealth Management
Kansas
$12.7M +$3.74M +93,021 +41%
IWC
71
Integrated Wealth Concepts
Massachusetts
$12.5M +$524K +13,047 +4%
LCWP
72
Legacy Capital Wealth Partners
Arkansas
$12.1M -$652K -16,235 -5%
WAP
73
Wealthcare Advisory Partners
Pennsylvania
$11.6M +$1.36M +33,791 +13%
HCA
74
Heck Capital Advisors
Wisconsin
$11.4M +$328K +8,163 +3%
WS
75
Wedbush Securities
California
$11.3M +$121K +3,019 +1%