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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 %
IA
76
IFP Advisors
Florida
$12.2M +$202K +5,043 +2%
BFG
77
Beacon Financial Group
Texas
$11.9M +$11.3M +285,604 +1,887%
WAP
78
Wealthcare Advisory Partners
Pennsylvania
$11.8M +$238K +5,934 +2%
HCA
79
Heck Capital Advisors
Wisconsin
$11.6M +$182K +4,540 +2%
WS
80
Wedbush Securities
California
$11.2M -$140K -3,487 -1%
RW
81
RVW Wealth
California
$10.8M -$6.48M -161,744 -37%
WI
82
Wintrust Investments
Illinois
$10.8M +$783K +19,528 +8%
AWM
83
Apollon Wealth Management
South Carolina
$10.5M +$2.29M +56,999 +28%
DAS
84
Dynamic Advisor Solutions
Arizona
$10.5M +$106K +2,642 +1%
CWM
85
Centurion Wealth Management
Virginia
$10.2M +$194K +4,833 +2%
IWM
86
IHT Wealth Management
Illinois
$10.1M -$628K -15,663 -6%
LNC
87
Lincoln National Corp
Pennsylvania
$10M -$521K -12,993 -5%
PWA
88
PCG Wealth Advisors
Kansas
$10M -$713K -17,779 -7%
AI
89
Atria Investments
North Carolina
$10M -$335K -8,353 -3%
SCA
90
Snowden Capital Advisors
New York
$10M +$1.07M +26,567 +12%
PI
91
PFS Investments
Georgia
$9.88M -$3.11M -77,483 -24%
William Blair & Company
92
William Blair & Company
Illinois
$9.65M +$8.47M +211,163 +712%
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$9.29M -$222K -5,543 -2%
BRWA
94
B. Riley Wealth Advisors
Florida
$9.19M -$1.18M -29,504 -11%
BPA
95
Beacon Pointe Advisors
California
$9.11M +$820K +20,451 +10%
WIP
96
WealthCare Investment Partners
Rhode Island
$8.73M +$68.9K +1,719 +0.8%
FNWM
97
Financial Network Wealth Management
Utah
$8.61M +$660K +16,167 +8%
1SB
98
1ST Source Bank
Indiana
$8.4M +$298K +7,421 +4%
FCM
99
Family Capital Management
Michigan
$8.38M -$7.58K -189 -0.1%
CA
100
Crumly & Associates
Illinois
$8.37M -$268K -6,673 -3%