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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.

New
Increased
Maintained
Reduced
Closed
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 %
FPAS
101
Focus Partners Advisor Solutions
Missouri
$8.31M +$8.31M +207,184 New
WWM
102
Western Wealth Management
Colorado
$8.28M -$27K -673 -0.3%
FA
103
Flagstar Advisors
New York
$8.12M +$2.01M +50,206 +33%
LCWP
104
Legacy Capital Wealth Partners
Arkansas
$7.99M -$4.1M -102,329 -34%
SPC
105
Sigma Planning Corp
Michigan
$7.95M -$5.67M -141,371 -42%
AAS
106
Ameritas Advisory Services
Nebraska
$7.75M -$2.74M -69,117 -26%
BPFA
107
Barnes Pettey Financial Advisors
Mississippi
$7.65M -$296K -7,377 -4%
RA
108
RiverTree Advisors
Florida
$7.61M -$203K -5,057 -3%
HFP
109
Holistic Financial Partners
Indiana
$7.37M +$376K +9,386 +5%
FPWM
110
FSB Premier Wealth Management
Iowa
$7.09M -$235K -5,866 -3%
AO
111
Advisor OS
Illinois
$7.04M -$584K -14,555 -8%
AF
112
Allworth Financial
California
$6.98M -$1.72M -42,872 -20%
MFG
113
Mainsail Financial Group
Washington
$6.91M +$17.9K +446 +0.3%
SFS
114
Sowell Financial Services
Arkansas
$6.87M +$2.36M +58,766 +52%
PA
115
PSI Advisors
Florida
$6.67M +$3.69M +92,105 +124%
PA
116
PFG Advisors
Arizona
$6.65M -$922 -23 -0%
OC
117
Oppenheimer & Co
New York
$6.65M -$13.4K -334 -0.2%
CAAS
118
Capital Asset Advisory Services
Michigan
$6.62M +$369K +9,155 +6%
IF
119
Integrity Financial
Wyoming
$6.52M +$198K +4,941 +3%
KCFA
120
Key Client Fiduciary Advisors
New Jersey
$6.41M +$58.4K +1,457 +0.9%
CWM
121
Cornerstone Wealth Management
Missouri
$6.33M -$75.7K -1,889 -1%
OPS
122
Orion Portfolio Solutions
Nebraska
$6.25M +$403K +10,058 +7%
BCI
123
Brinker Capital Investments
Pennsylvania
$6.25M +$403K +10,058 +7%
Susquehanna International Group
124
Susquehanna International Group
Pennsylvania
$6.24M +$2.83M +70,472 +83%
BFA
125
Beacon Financial Advisory
Ohio
$6.23M +$543K +13,542 +10%