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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 %
ASN
76
Advisory Services Network
Georgia
$11.1M +$262K +6,515 +2%
IWM
77
IHT Wealth Management
Illinois
$10.8M +$240K +5,966 +2%
PWA
78
PCG Wealth Advisors
Kansas
$10.8M -$1.15M -28,573 -10%
SOS
79
Silver Oak Securities
Tennessee
$10.7M +$793K +19,739 +8%
AAS
80
Ameritas Advisory Services
Nebraska
$10.7M -$2.94M -72,982 -22%
LNC
81
Lincoln National Corp
Pennsylvania
$10.6M +$171K +4,269 +2%
PBF
82
Petix & Botte Financial
California
$10.5M +$10.5M +262,339 New
DAS
83
Dynamic Advisor Solutions
Arizona
$10.4M -$52.2K -1,301 -0.5%
CCFM
84
Clear Creek Financial Management
Washington
$10.4M +$125K +3,107 +1%
AI
85
Atria Investments
North Carolina
$10.4M +$1.91M +47,608 +23%
BRWA
86
B. Riley Wealth Advisors
Florida
$10.4M -$42.4K -1,057 -0.4%
CWM
87
Centurion Wealth Management
Virginia
$10.1M +$988K +24,608 +11%
WI
88
Wintrust Investments
Illinois
$10M +$292K +7,280 +3%
FA
89
FDx Advisors
Illinois
$9.76M
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$9.53M +$2.06M +51,407 +28%
IA
91
IFP Advisors
Florida
$9.01M -$3.1M -103,016 -26%
SCA
92
Snowden Capital Advisors
New York
$8.96M -$156K -3,874 -2%
SWAG
93
Spectrum Wealth Advisory Group
California
$8.96M -$1.53M -38,103 -15%
AIP
94
Ahrens Investment Partners
Louisiana
$8.81M -$465K -11,581 -5%
AF
95
Allworth Financial
California
$8.71M +$1.22M +30,413 +16%
WIP
96
WealthCare Investment Partners
Rhode Island
$8.68M -$20.4K -507 -0.2%
CA
97
Crumly & Associates
Illinois
$8.66M -$59.6K -1,483 -0.7%
FCM
98
Family Capital Management
Michigan
$8.4M -$1.39M -34,656 -14%
WWM
99
Western Wealth Management
Colorado
$8.32M +$470K +11,692 +6%
BPA
100
Beacon Pointe Advisors
California
$8.31M -$1.1M -27,352 -12%