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First Trust Value Line Dividend Fund

507 hedge funds and large institutions have $6.96B invested in First Trust Value Line Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 161 increasing their positions, 222 reducing their positions, and 44 closing their positions.

Holders
507
Holders Change
-10
Holders Change %
-1.93%
% of All Funds
8.08%
Holding in Top 10
51
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.27%
% of All Funds
0.81%
New
48
Increased
161
Reduced
222
Closed
44
Calls
Puts
$7K
Net Calls
-$7K
Net Calls Change
+$7.28M
Name Holding Trade Value Shares
Change
Shares
Change %
HCA
76
Heck Capital Advisors
Wisconsin
$10.8M -$5.01K -134 -0%
WI
77
Wintrust Investments
Illinois
$10.4M +$366K +9,789 +4%
WS
78
Wedbush Securities
California
$10.3M -$92.4K -2,470 -0.9%
DAS
79
Dynamic Advisor Solutions
Arizona
$10.2M +$340K +9,088 +3%
CCFM
80
Clear Creek Financial Management
Washington
$10M -$1.56M -41,633 -13%
CWM
81
Centurion Wealth Management
Virginia
$9.93M +$380K +10,176 +4%
William Blair & Company
82
William Blair & Company
Illinois
$9.85M +$848K +22,682 +9%
LNC
83
Lincoln National Corp
Pennsylvania
$9.52M +$153K +4,090 +2%
IWM
84
IHT Wealth Management
Illinois
$9.33M -$129K -3,457 -1%
AI
85
Atria Investments
North Carolina
$8.99M -$378K -10,104 -4%
FPAS
86
Focus Partners Advisor Solutions
Missouri
$8.93M +$1.18M +31,581 +15%
AAS
87
Ameritas Advisory Services
Nebraska
$8.81M +$1.51M +40,518 +21%
SPC
88
Sigma Planning Corp
Michigan
$8.76M +$1.35M +36,069 +18%
RW
89
RVW Wealth
California
$8.65M -$1.44M -38,638 -14%
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$8.63M -$34.3K -918 -0.4%
PWA
91
PCG Wealth Advisors
Kansas
$8.63M -$743K -19,865 -8%
BPA
92
Beacon Pointe Advisors
California
$8.57M +$69.3K +1,854 +0.8%
HF
93
HRT Financial
New York
$8.42M +$8.42M +225,078 New
FA
94
Flagstar Advisors
New York
$8.26M +$695K +18,582 +9%
WIP
95
WealthCare Investment Partners
Rhode Island
$8.19M +$174K +4,736 +2%
LCWP
96
Legacy Capital Wealth Partners
Arkansas
$8.14M +$685K +18,330 +9%
HFP
97
Holistic Financial Partners
Indiana
$7.83M +$959K +25,658 +14%
CA
98
Crumly & Associates
Illinois
$7.81M +$4K +107 +0.1%
ECA
99
Elevated Capital Advisors
Utah
$7.81M +$5.42M +145,049 +227%
1SB
100
1ST Source Bank
Indiana
$7.75M -$82.2K -2,198 -1%