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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.

New
Increased
Maintained
Reduced
Closed
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 %
IWM
76
IHT Wealth Management
Illinois
$10.5M +$1.98M +49,558 +23%
DAS
77
Dynamic Advisor Solutions
Arizona
$10.4M +$169K +4,246 +2%
SWAG
78
Spectrum Wealth Advisory Group
California
$10.4M -$180K -4,508 -2%
BRWA
79
B. Riley Wealth Advisors
Florida
$10.4M +$620K +15,530 +6%
SWM
80
Spire Wealth Management
Virginia
$10.4M +$1.21M +30,325 +13%
LNC
81
Lincoln National Corp
Pennsylvania
$10.3M +$286K +7,168 +3%
PI
82
PFS Investments
Georgia
$10.3M +$2.45M +61,345 +31%
CCFM
83
Clear Creek Financial Management
Washington
$10.2M +$3.02M +75,564 +42%
WAP
84
Wealthcare Advisory Partners
Pennsylvania
$10.2M +$3.42M +85,666 +50%
SOS
85
Silver Oak Securities
Tennessee
$9.82M -$2.52M -63,180 -20%
FA
86
FDx Advisors
Illinois
$9.76M -$8.74M -219,033 -47%
FCM
87
Family Capital Management
Michigan
$9.73M +$9.73M +243,775 New
WI
88
Wintrust Investments
Illinois
$9.65M +$840K +21,047 +10%
BPA
89
Beacon Pointe Advisors
California
$9.35M +$1.19M +29,746 +15%
LWAC
90
Laurel Wealth Advisors (California)
California
$9.34M +$1.3M +32,541 +16%
AIP
91
Ahrens Investment Partners
Louisiana
$9.21M +$8.33M +208,737 +943%
SCA
92
Snowden Capital Advisors
New York
$9.06M -$321K -8,037 -3%
CWM
93
Centurion Wealth Management
Virginia
$9.02M +$9.02M +225,911 New
AWM
94
AE Wealth Management
Kansas
$8.95M -$246K -6,158 -3%
CA
95
Crumly & Associates
Illinois
$8.66M -$296K -7,412 -3%
WIP
96
WealthCare Investment Partners
Rhode Island
$8.65M +$390K +9,778 +5%
SG
97
StoneX Group
New York
$8.44M -$864K -21,641 -9%
AI
98
Atria Investments
North Carolina
$8.43M -$100K -2,509 -1%
1SB
99
1ST Source Bank
Indiana
$8.31M -$231K -5,782 -3%
BPFA
100
Barnes Pettey Financial Advisors
Mississippi
$8.06M +$840K +21,047 +12%