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First Trust Value Line Dividend Fund

517 hedge funds and large institutions have $7.83B invested in First Trust Value Line Dividend Fund in 2023 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 194 increasing their positions, 197 reducing their positions, and 36 closing their positions.

Holders
517
Holders Change
+6
Holders Change %
+1.17%
% of All Funds
8.15%
Holding in Top 10
55
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-17.91%
% of All Funds
0.87%
New
49
Increased
194
Reduced
197
Closed
36
Calls
$68K
Puts
$7.35M
Net Calls
-$7.28M
Net Calls Change
-$7.28M
Name Holding Trade Value Shares
Change
Shares
Change %
RCAG
51
Rehmann Capital Advisory Group
Michigan
$19.9M -$1.06M -26,476 -5%
NA
52
NewEdge Advisors
Louisiana
$19.4M +$6.19M +154,287 +47%
TCWA
53
Ten Capital Wealth Advisors
Washington
$19.3M -$551K -13,733 -3%
IWC
54
Integrated Wealth Concepts
Massachusetts
$18.9M +$6.42M +160,225 +51%
PIA
55
Perennial Investment Advisors
California
$18.7M -$523K -13,041 -3%
PNC
56
Park National Corp
Ohio
$18.5M -$872K -21,759 -4%
KPWS
57
Kestra Private Wealth Services
Texas
$18.3M +$445K +11,095 +2%
PVI
58
Pine Valley Investments
New Jersey
$18M +$148K +3,704 +0.8%
GWM
59
GDS Wealth Management
Texas
$17.4M +$634K +15,806 +4%
FA
60
Fountainhead AM
New Jersey
$17.1M +$255K +6,353 +2%
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$16.9M -$172K -4,287 -1%
NLP
62
Next Level Private
New York
$16.5M +$814K +20,496 +5%
US Bancorp
63
US Bancorp
Minnesota
$15.8M +$2.34M +58,352 +17%
GLA
64
Good Life Advisors
Pennsylvania
$15.8M +$2.84M +70,770 +22%
SPIA
65
Steward Partners Investment Advisory
New York
$15.3M +$507K +12,651 +3%
UL
66
Unionview LLC
Washington
$14.3M +$578K +14,406 +4%
KWM
67
Keebeck Wealth Management
Illinois
$14.3M +$152K +3,800 +1%
AWM
68
AE Wealth Management
Kansas
$14.1M +$1.36M +33,930 +11%
BAM
69
Bellevue Asset Management
Washington
$14M +$245K +6,115 +2%
BHB
70
Bank Hapoalim BM
Israel
$13.9M
SWM
71
Spire Wealth Management
Virginia
$13.8M -$1.24M -30,931 -8%
AF
72
Apexium Financial
Texas
$13.5M -$8.9K -222 -0.1%
SOS
73
Silver Oak Securities
Tennessee
$13.1M +$2.44M +60,898 +23%
KCM
74
Kaye Capital Management
California
$13M -$1.49M -37,201 -10%
CCFM
75
Clear Creek Financial Management
Washington
$12.4M +$1.99M +49,607 +19%