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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 %
HIS
126
Harvest Investment Services
Illinois
$4.94M +$162K +4,181 +3%
AF
127
Apexium Financial
Texas
$4.89M -$102K -2,630 -2%
WWM
128
Wagner Wealth Management
South Carolina
$4.85M -$15K -387 -0.3%
CCIA
129
Cherry Creek Investment Advisors
Colorado
$4.85M +$568K +14,646 +13%
MCM
130
MAI Capital Management
Ohio
$4.78M +$89.2K +2,298 +2%
HIA
131
Harbor Investment Advisory
Maryland
$4.75M +$82.9K +2,136 +2%
SAM
132
Synergy Asset Management
Washington
$4.69M +$4.69M +120,769 New
BFA
133
Beacon Financial Advisory
Ohio
$4.59M +$232K +5,966 +5%
VA
134
Valmark Advisers
Ohio
$4.53M +$308K +7,924 +7%
TW
135
Towerpoint Wealth
California
$4.44M +$78.9K +2,032 +2%
PP
136
Prudential plc
United Kingdom
$4.39M +$2.52M +65,000 +135%
GIA
137
Gladstone Institutional Advisory
Florida
$4.38M -$434K -11,191 -9%
CBFP
138
Cedar Brook Financial Partners
Ohio
$4.38M +$137K +3,519 +3%
CPIG
139
Chicago Partners Investment Group
Illinois
$4.22M +$212K +5,211 +5%
Goldman Sachs
140
Goldman Sachs
New York
$4.12M -$1.39M -35,943 -25%
FIA
141
Foundations Investment Advisors
Arizona
$4.11M +$4.11M +105,387 New
IWC
142
Integrated Wealth Concepts
Massachusetts
$4.08M -$93.2K -2,400 -2%
BRWA
143
B. Riley Wealth Advisors
Florida
$3.98M -$114K -2,929 -3%
AFAS
144
Acorn Financial Advisory Services
Virginia
$3.82M +$244K +6,288 +7%
CAM
145
Cozad Asset Management
Illinois
$3.81M -$24.1K -620 -0.6%
KIA
146
Kraematon Investment Advisors
Massachusetts
$3.76M -$34.4K -887 -0.9%
LWAC
147
Laurel Wealth Advisors (California)
California
$3.7M +$336K +8,668 +10%
1W
148
1776 Wealth
Georgia
$3.69M +$47.7K +1,229 +1%
LWP
149
Laurel Wealth Planning
Minnesota
$3.51M
AC
150
Avestar Capital
New York
$3.48M -$556K -14,327 -14%