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First Trust Value Line Dividend Fund

481 hedge funds and large institutions have $7.5B invested in First Trust Value Line Dividend Fund in 2022 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 184 increasing their positions, 174 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
481
Holders Change
+3
Holders Change %
+0.63%
% of All Funds
8.13%
Holding in Top 10
53
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.85%
% of All Funds
0.9%
New
40
Increased
184
Reduced
174
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
151
SignalPoint Asset Management
Missouri
$3.45M -$55.1K -1,421 -2%
OIA
152
OneDigital Investment Advisors
Kansas
$3.45M -$351K -9,053 -9%
KA
153
Kovack Advisors
Florida
$3.38M -$265K -6,830 -7%
GVAG
154
Great Valley Advisor Group
Delaware
$3.35M +$763K +19,647 +29%
BA
155
Ballew Advisors
Mississippi
$3.33M +$14.4K +377 +0.4%
SB
156
Strategic Blueprint
Georgia
$3.22M -$471K -12,134 -13%
WWA
157
WCG Wealth Advisors
Nevada
$3.04M +$3.04M +78,322 New
AWA
158
Arkadios Wealth Advisors
Georgia
$2.97M -$35.6K -917 -1%
SFS
159
Sowell Financial Services
Arkansas
$2.92M +$687K +17,713 +31%
EP
160
Eudaimonia Partners
Tennessee
$2.8M -$154K -3,979 -5%
IWP
161
Icon Wealth Partners
Texas
$2.74M -$412K -10,609 -13%
AP
162
Americana Partners
Texas
$2.73M +$246K +6,539 +10%
SWA
163
Stratos Wealth Advisors
Ohio
$2.72M -$1.36M -34,958 -33%
TCM
164
Triumph Capital Management
Colorado
$2.71M +$64K +1,648 +2%
MIFH
165
Migdal Insurance & Financial Holdings
Israel
$2.67M +$2.67M +68,877 New
JWCA
166
J.W. Cole Advisors
Florida
$2.65M +$200K +5,163 +8%
CFD
167
Creative Financial Designs
Indiana
$2.65M +$237K +6,116 +10%
MA
168
Mutual Advisors
Nebraska
$2.58M -$199K -5,138 -7%
FHA
169
Flagship Harbor Advisors
Massachusetts
$2.57M +$1.31M +33,716 +104%
JPMorgan Chase & Co
170
JPMorgan Chase & Co
New York
$2.45M -$612K -15,770 -20%
MCWS
171
McKinley Carter Wealth Services
West Virginia
$2.44M -$454K -11,697 -16%
MP
172
McDonald Partners
Ohio
$2.41M -$22K -566 -0.9%
MMA
173
Miracle Mile Advisors
California
$2.4M +$2.4M +61,813 New
PA
174
PSI Advisors
Florida
$2.36M +$1.43M +36,829 +153%
SPI
175
Santori & Peters Inc
Pennsylvania
$2.32M +$1.32M +34,104 +133%