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First Trust Value Line Dividend Fund

478 hedge funds and large institutions have $8.07B invested in First Trust Value Line Dividend Fund in 2022 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 200 increasing their positions, 158 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
478
Holders Change
+15
Holders Change %
+3.24%
% of All Funds
7.56%
Holding in Top 10
54
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.82%
% of All Funds
0.85%
New
50
Increased
200
Reduced
158
Closed
28
Calls
Puts
$212K
Net Calls
-$212K
Net Calls Change
-$212K
Name Holding Trade Value Shares
Change
Shares
Change %
CPIG
151
Chicago Partners Investment Group
Illinois
$3.91M +$54.6K +1,375 +1%
AFAS
152
Acorn Financial Advisory Services
Virginia
$3.9M +$354K +8,376 +10%
BRWM
153
B. Riley Wealth Management
Tennessee
$3.89M +$524K +12,380 +16%
LWP
154
Laurel Wealth Planning
Minnesota
$3.83M -$79K -1,868 -2%
SAM
155
SignalPoint Asset Management
Missouri
$3.82M -$145K -3,437 -4%
BA
156
Ballew Advisors
Mississippi
$3.67M -$202K -4,777 -5%
LWAC
157
Laurel Wealth Advisors (California)
California
$3.66M +$2.83M +66,914 +340%
IWP
158
Icon Wealth Partners
Texas
$3.44M -$417K -9,867 -11%
MCC
159
Money Concepts Capital
Florida
$3.43M +$3.13M +74,021 +1,045%
JPMorgan Chase & Co
160
JPMorgan Chase & Co
New York
$3.34M +$593K +14,018 +22%
AWA
161
Arkadios Wealth Advisors
Georgia
$3.27M +$300K +7,103 +10%
EP
162
Eudaimonia Partners
Tennessee
$3.22M +$3.22M +76,058 New
HI
163
Horizon Investments
North Carolina
$3.16M -$53.7K -1,269 -2%
MCWS
164
McKinley Carter Wealth Services
West Virginia
$3.15M -$107K -2,525 -3%
MA
165
Mutual Advisors
Nebraska
$3.03M +$58.7K +1,388 +2%
EFL
166
ERn Financial LLC
Wisconsin
$2.99M -$332K -7,841 -10%
TCM
167
Triumph Capital Management
Colorado
$2.88M +$813K +19,217 +39%
GVAG
168
Great Valley Advisor Group
Delaware
$2.83M -$104K -2,441 -4%
AP
169
Americana Partners
Texas
$2.77M -$112K -2,667 -4%
JWCA
170
J.W. Cole Advisors
Florida
$2.67M +$317K +7,495 +13%
MP
171
McDonald Partners
Ohio
$2.65M +$2.65M +62,601 New
CFD
172
Creative Financial Designs
Indiana
$2.63M -$40K -946 -1%
ACM
173
AlphaStar Capital Management
North Carolina
$2.6M -$2.68M -63,289 -51%
MWM
174
MBE Wealth Management
Wisconsin
$2.52M -$50.4K -1,192 -2%
BEI
175
Benjamin Edwards Inc
Missouri
$2.45M +$1.69M +40,013 +223%