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First Trust Value Line Dividend Fund

480 hedge funds and large institutions have $7.02B invested in First Trust Value Line Dividend Fund in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 205 increasing their positions, 168 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
480
Holders Change
-1
Holders Change %
-0.21%
% of All Funds
8.3%
Holding in Top 10
54
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.89%
% of All Funds
0.93%
New
31
Increased
205
Reduced
168
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CCA
126
Cottonwood Capital Advisors
Utah
$4.71M +$20.7K +578 +0.4%
HIS
127
Harvest Investment Services
Illinois
$4.54M -$17.7K -495 -0.4%
GWM
128
Geneos Wealth Management
Colorado
$4.51M -$420K -11,738 -9%
IA
129
Insight Advisors
Pennsylvania
$4.43M +$40.4K +1,128 +0.9%
GIA
130
Gladstone Institutional Advisory
Florida
$4.43M +$388K +10,834 +10%
VA
131
Valmark Advisers
Ohio
$4.42M +$242K +6,761 +6%
WWM
132
Wagner Wealth Management
South Carolina
$4.41M -$68.4K -1,910 -2%
CBFP
133
Cedar Brook Financial Partners
Ohio
$4.36M +$321K +8,959 +8%
HIA
134
Harbor Investment Advisory
Maryland
$4.34M -$40.6K -1,134 -0.9%
Mercer Global Advisors
135
Mercer Global Advisors
Colorado
$4.32M -$1.4M -38,977 -24%
CPIG
136
Chicago Partners Investment Group
Illinois
$4.27M +$268K +6,952 +7%
TW
137
Towerpoint Wealth
California
$4.27M +$176K +4,918 +4%
MIFH
138
Migdal Insurance & Financial Holdings
Israel
$4.24M +$1.76M +48,807 +71%
BFA
139
Beacon Financial Advisory
Ohio
$4.18M -$49.6K -1,386 -1%
MCM
140
MAI Capital Management
Ohio
$4.15M -$263K -7,360 -6%
FHA
141
Flagship Harbor Advisors
Massachusetts
$4.01M +$1.63M +45,629 +69%
1W
142
1776 Wealth
Georgia
$3.81M +$402K +11,231 +12%
Goldman Sachs
143
Goldman Sachs
New York
$3.72M -$76.8K -2,145 -2%
AFAS
144
Acorn Financial Advisory Services
Virginia
$3.6M +$73.6K +2,054 +2%
FIA
145
Foundations Investment Advisors
Arizona
$3.47M -$300K -8,396 -8%
SAM
146
SignalPoint Asset Management
Missouri
$3.47M +$283K +7,918 +9%
BC
147
Barrett & Company
Rhode Island
$3.46M +$3.46M +86,726 New
CAM
148
Cozad Asset Management
Illinois
$3.46M -$57.6K -1,610 -2%
IAIM
149
International Assets Investment Management
Florida
$3.45M +$145K +4,057 +4%
KIA
150
Kraematon Investment Advisors
Massachusetts
$3.41M -$58.5K -1,634 -2%