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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.

New
Increased
Maintained
Reduced
Closed
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 %
AWM
101
Apollon Wealth Management
South Carolina
$8.27M +$7.77M +193,569 +1,561%
1SB
102
1ST Source Bank
Indiana
$8.12M -$242K -6,037 -3%
BPFA
103
Barnes Pettey Financial Advisors
Mississippi
$7.96M -$153K -3,819 -2%
RA
104
RiverTree Advisors
Florida
$7.83M +$7.83M +194,894 New
FNWM
105
Financial Network Wealth Management
Utah
$7.82M +$373K +9,279 +5%
AO
106
Advisor OS
Illinois
$7.63M -$169K -4,214 -2%
GWA
107
GGM Wealth Advisors
Maryland
$7.45M -$147K -3,671 -2%
AA
108
Advisory Alpha
Michigan
$7.35M +$6.62M +164,884 +914%
FPWM
109
FSB Premier Wealth Management
Iowa
$7.34M -$711K -17,708 -9%
Citadel Advisors
110
Citadel Advisors
Florida
$7.32M +$7.32M +182,186 New
AWE
111
Avidian Wealth Enterprises
Texas
$7.13M +$162K +4,030 +2%
HFP
112
Holistic Financial Partners
Indiana
$7M +$6.58M +163,740 +1,533%
MFG
113
Mainsail Financial Group
Washington
$6.97M +$166K +4,092 +2%
OC
114
Oppenheimer & Co
New York
$6.67M -$127K -3,164 -2%
PA
115
PFG Advisors
Arizona
$6.66M +$168K +4,177 +3%
FFS
116
Founders Financial Securities
Maryland
$6.64M +$495K +12,314 +8%
JPMorgan Chase & Co
117
JPMorgan Chase & Co
New York
$6.49M +$2.77M +69,004 +75%
CWM
118
Cornerstone Wealth Management
Missouri
$6.42M +$6.42M +159,884 New
KCFA
119
Key Client Fiduciary Advisors
New Jersey
$6.36M +$379K +9,427 +6%
IF
120
Integrity Financial
Wyoming
$6.34M +$251K +6,240 +4%
KIG
121
Kowal Investment Group
Wisconsin
$6.33M -$12.9M -320,569 -67%
CAAS
122
Capital Asset Advisory Services
Michigan
$6.23M +$335K +8,342 +6%
DFA
123
DHJJ Financial Advisors
Illinois
$6.13M -$60K -1,494 -1%
FA
124
Flagstar Advisors
New York
$6.11M +$28.6K +712 +0.5%
SFWC
125
Strategic Family Wealth Counselors
New Jersey
$5.93M +$339K +8,440 +6%