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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.

New
Increased
Maintained
Reduced
Closed
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 %
CAAS
101
Capital Asset Advisory Services
Michigan
$7.26M -$96.7K -2,491 -1%
BPFA
102
Barnes Pettey Financial Advisors
Mississippi
$7.12M +$73.9K +1,905 +1%
FPWM
103
FSB Premier Wealth Management
Iowa
$7.03M -$40.3K -1,039 -0.6%
Wealth Enhancement Advisory Services
104
Wealth Enhancement Advisory Services
Minnesota
$6.75M -$1.68M -43,140 -20%
FNWM
105
Financial Network Wealth Management
Utah
$6.7M +$469K +12,096 +8%
CCFM
106
Clear Creek Financial Management
Washington
$6.64M +$1.08M +27,953 +20%
BFS
107
Bickling Financial Services
Massachusetts
$6.59M +$51.5K +1,327 +0.8%
DFA
108
DHJJ Financial Advisors
Illinois
$6.29M +$128K +3,297 +2%
AFP
109
Ausdal Financial Partners
Iowa
$6.23M +$764K +19,676 +14%
IF
110
Integrity Financial
Wyoming
$6.22M -$103K -2,644 -2%
OC
111
Oppenheimer & Co
New York
$6.21M +$165K +4,251 +3%
Mercer Global Advisors
112
Mercer Global Advisors
Colorado
$6.2M +$4.12M +106,018 +198%
FFS
113
Founders Financial Securities
Maryland
$5.88M -$1.05M -26,950 -15%
FA
114
Flagstar Advisors
New York
$5.86M +$118K +3,035 +2%
PA
115
PFG Advisors
Arizona
$5.7M +$153K +3,954 +3%
BG
116
Benedetti & Gucer
Georgia
$5.65M -$418K -10,715 -7%
WAP
117
Wealthcare Advisory Partners
Pennsylvania
$5.62M +$67.1K +1,728 +1%
GWM
118
Geneos Wealth Management
Colorado
$5.41M +$747K +19,016 +16%
KCFA
119
Key Client Fiduciary Advisors
New Jersey
$5.4M +$183K +4,721 +4%
Thrivent Financial for Lutherans
120
Thrivent Financial for Lutherans
Minnesota
$5.4M -$1.34M -34,446 -20%
CA
121
Claro Advisors
Massachusetts
$5.35M +$236K +6,078 +5%
SFWC
122
Strategic Family Wealth Counselors
New Jersey
$5.16M +$216K +5,569 +4%
CCA
123
Cottonwood Capital Advisors
Utah
$5.08M -$287K -7,397 -5%
TI
124
tru Independence
Oregon
$5.07M +$106K +2,729 +2%
IA
125
Insight Advisors
Pennsylvania
$4.98M +$126K +3,095 +3%