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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 Holding Trade Value Shares
Change
Shares
Change %
SEP
76
Southland Equity Partners
Missouri
$10.2M -$31.4K -810 -0.3%
AAS
77
Ameritas Advisory Services
Nebraska
$10.2M -$1.26M -32,577 -11%
PBF
78
Petix & Botte Financial
California
$9.69M -$9.56M -246,350 -50%
AF
79
Allworth Financial
California
$9.65M -$239K -6,170 -2%
LNC
80
Lincoln National Corp
Pennsylvania
$9.51M +$406K +10,461 +4%
DAS
81
Dynamic Advisor Solutions
Arizona
$9.51M -$157K -4,034 -2%
PI
82
PFS Investments
Georgia
$9.48M -$5.49M -141,379 -37%
SG
83
StoneX Group
New York
$9.4M -$353K -9,080 -4%
CA
84
Crumly & Associates
Illinois
$9.36M +$378K +9,733 +4%
AWM
85
AE Wealth Management
Kansas
$8.9M +$404K +10,407 +5%
CWM
86
Cornerstone Wealth Management
Missouri
$8.72M +$46.7K +1,203 +0.5%
AO
87
Advisor OS
Illinois
$8.64M -$1.07M -27,679 -11%
SCA
88
Snowden Capital Advisors
New York
$8.48M +$1.74M +44,759 +26%
1SB
89
1ST Source Bank
Indiana
$8.44M -$35K -903 -0.4%
GWA
90
GGM Wealth Advisors
Maryland
$8.21M +$37.2K +961 +0.5%
WI
91
Wintrust Investments
Illinois
$8.21M +$684K +17,619 +9%
IWM
92
IHT Wealth Management
Illinois
$8.16M +$237K +6,099 +3%
FCB
93
First Command Bank
Texas
$7.93M -$760K -19,580 -9%
FCFS
94
First Command Financial Services
Texas
$7.93M -$760K -19,580 -9%
APA
95
American Portfolios Advisors
New York
$7.91M -$690K -17,774 -8%
SOS
96
Silver Oak Securities
Tennessee
$7.84M +$2.1M +53,071 +37%
WIP
97
WealthCare Investment Partners
Rhode Island
$7.4M +$785K +20,227 +12%
BPA
98
Beacon Pointe Advisors
California
$7.34M -$2.29M -58,831 -24%
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$7.29M +$125K +3,209 +2%
AI
100
Atria Investments
North Carolina
$7.29M +$2.13M +54,965 +41%