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First Trust Value Line Dividend Fund

507 hedge funds and large institutions have $6.96B invested in First Trust Value Line Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 161 increasing their positions, 222 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
-10
Holders Change %
-1.93%
% of All Funds
8.08%
Holding in Top 10
51
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.27%
% of All Funds
0.81%
New
48
Increased
161
Reduced
222
Closed
44
Calls
Puts
$7K
Net Calls
-$7K
Net Calls Change
+$7.28M
Name Holding Trade Value Shares
Change
Shares
Change %
JPMorgan Chase & Co
126
JPMorgan Chase & Co
New York
$5.33M -$391K -10,468 -7%
CCIA
127
Cherry Creek Investment Advisors
Colorado
$5.17M +$152K +4,065 +3%
BG
128
Benedetti & Gucer
Georgia
$5.16M +$272K +7,279 +6%
GWP
129
Gateway Wealth Partners
Wisconsin
$5.13M +$805K +21,542 +19%
CPIG
130
Chicago Partners Investment Group
Illinois
$5.09M +$195K +5,368 +4%
NS
131
NBC Securities
Alabama
$5.07M +$5.07M +135,619 New
Two Sigma Investments
132
Two Sigma Investments
New York
$5.07M +$5.07M +135,500 New
SWAG
133
Spectrum Wealth Advisory Group
California
$5.04M +$50.2K +1,342 +1%
KWM
134
Kingsview Wealth Management
Oregon
$5M +$3.37M +90,092 +206%
CWM
135
Concentrum Wealth Management
California
$4.93M +$2.01M +53,835 +69%
CA
136
Claro Advisors
Massachusetts
$4.92M -$80.5K -2,152 -2%
TW
137
Towerpoint Wealth
California
$4.68M -$232K -6,206 -5%
HIS
138
Harvest Investment Services
Illinois
$4.67M -$50.9K -1,362 -1%
FHC
139
First Heartland Consultants
Missouri
$4.66M -$399K -10,670 -8%
CBFP
140
Cedar Brook Financial Partners
Ohio
$4.54M -$17.7K -473 -0.4%
WWM
141
Wagner Wealth Management
South Carolina
$4.51M -$119K -3,172 -3%
TRCT
142
Tower Research Capital (TRC)
New York
$4.5M +$3.9M +104,266 +644%
HIA
143
Harbor Investment Advisory
Maryland
$4.44M -$9.83K -263 -0.2%
NW
144
Naviter Wealth
Arkansas
$4.36M +$113K +3,010 +3%
GWM
145
Geneos Wealth Management
Colorado
$4.35M -$456K -12,194 -9%
AFAS
146
Acorn Financial Advisory Services
Virginia
$4.31M -$35.5K -949 -0.8%
FIA
147
Foundations Investment Advisors
Arizona
$4.22M +$236K +6,317 +6%
SAM
148
SignalPoint Asset Management
Missouri
$4.22M -$27K -722 -0.6%
TI
149
tru Independence
Oregon
$4.2M -$12.1K -323 -0.3%
AO
150
Advisor OS
Illinois
$4.16M -$2.4M -64,164 -37%