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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 %
JPMorgan Chase & Co
126
JPMorgan Chase & Co
New York
$6.13M -$340K -8,469 -5%
AFP
127
Ausdal Financial Partners
Iowa
$6.13M +$215K +5,363 +4%
DFA
128
DHJJ Financial Advisors
Illinois
$6.12M -$6.74K -168 -0.1%
FFS
129
Founders Financial Securities
Maryland
$6.03M -$591K -14,730 -9%
SFWC
130
Strategic Family Wealth Counselors
New Jersey
$5.96M +$39.6K +988 +0.7%
CAM
131
Concorde Asset Management
Michigan
$5.94M +$1.44M +35,898 +32%
CPIG
132
Chicago Partners Investment Group
Illinois
$5.46M +$526K +12,956 +11%
FHC
133
First Heartland Consultants
Missouri
$5.42M +$110K +2,744 +2%
CCIA
134
Cherry Creek Investment Advisors
Colorado
$5.38M -$7.22K -180 -0.1%
CAS
135
Coppell Advisory Solutions
Texas
$5.37M +$1.46M +36,702 +37%
Bank of New York Mellon
136
Bank of New York Mellon
New York
$5.36M +$1.22M +30,535 +30%
CA
137
Claro Advisors
Massachusetts
$5.36M -$397K -9,904 -7%
SWAG
138
Spectrum Wealth Advisory Group
California
$5.35M -$3.6M -89,715 -40%
TW
139
Towerpoint Wealth
California
$5.26M -$47.7K -1,190 -0.9%
BG
140
Benedetti & Gucer
Georgia
$5.24M +$159K +3,953 +3%
GWM
141
Geneos Wealth Management
Colorado
$5.15M -$66.5K -1,659 -1%
HIS
142
Harvest Investment Services
Illinois
$5.06M -$207K -5,166 -4%
WWM
143
Wagner Wealth Management
South Carolina
$4.96M +$10.2K +254 +0.2%
IA
144
Insight Advisors
Pennsylvania
$4.92M +$806K +20,094 +20%
CBFP
145
Cedar Brook Financial Partners
Ohio
$4.89M +$6.41K +160 +0.1%
FCFS
146
First Command Financial Services
Texas
$4.82M -$889K -22,186 -16%
FCB
147
First Command Bank
Texas
$4.82M -$889K -22,186 -16%
HIA
148
Harbor Investment Advisory
Maryland
$4.77M -$27.5K -686 -0.6%
AFAS
149
Acorn Financial Advisory Services
Virginia
$4.66M +$161K +4,007 +4%
GWP
150
Gateway Wealth Partners
Wisconsin
$4.64M +$632K +15,777 +16%