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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 %
AFP
126
Ausdal Financial Partners
Iowa
$5.92M +$503K +12,531 +9%
OPS
127
Orion Portfolio Solutions
Nebraska
$5.86M +$878K +21,870 +18%
BCI
128
Brinker Capital Investments
Pennsylvania
$5.86M +$5.86M +145,810 New
CA
129
Claro Advisors
Massachusetts
$5.77M +$223K +5,561 +4%
FCFS
130
First Command Financial Services
Texas
$5.71M -$955K -23,777 -14%
FCB
131
First Command Bank
Texas
$5.71M -$955K -23,777 -14%
BFA
132
Beacon Financial Advisory
Ohio
$5.7M +$549K +13,680 +11%
CCIA
133
Cherry Creek Investment Advisors
Colorado
$5.39M -$16.5K -411 -0.3%
HF
134
HRT Financial
New York
$5.37M +$3.05M +75,972 +132%
FHC
135
First Heartland Consultants
Missouri
$5.32M +$83.9K +2,089 +2%
TW
136
Towerpoint Wealth
California
$5.32M +$283K +7,058 +6%
HIS
137
Harvest Investment Services
Illinois
$5.28M +$136K +3,377 +3%
GWM
138
Geneos Wealth Management
Colorado
$5.23M -$502K -12,502 -9%
BG
139
Benedetti & Gucer
Georgia
$5.09M -$397K -9,881 -7%
WWM
140
Wagner Wealth Management
South Carolina
$4.96M -$124K -3,081 -2%
CPIG
141
Chicago Partners Investment Group
Illinois
$4.94M +$71.1K +1,747 +1%
CBFP
142
Cedar Brook Financial Partners
Ohio
$4.89M +$35K +872 +0.7%
CCA
143
Cottonwood Capital Advisors
Utah
$4.81M -$26.2K -652 -0.5%
HIA
144
Harbor Investment Advisory
Maryland
$4.81M -$59.4K -1,480 -1%
VA
145
Valmark Advisers
Ohio
$4.66M -$259K -6,448 -5%
SAM
146
SignalPoint Asset Management
Missouri
$4.6M +$502K +12,496 +12%
SFS
147
Sowell Financial Services
Arkansas
$4.52M +$276K +6,861 +6%
SWM
148
Solano Wealth Management
California
$4.52M +$4.52M +112,440 New
CAM
149
Concorde Asset Management
Michigan
$4.51M +$1.55M +38,492 +52%
AFAS
150
Acorn Financial Advisory Services
Virginia
$4.51M +$326K +8,124 +8%