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First Trust Value Line Dividend Fund

510 hedge funds and large institutions have $7.98B invested in First Trust Value Line Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 199 increasing their positions, 163 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
510
Holders Change
+30
Holders Change %
+6.25%
% of All Funds
8.23%
Holding in Top 10
71
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+31.48%
% of All Funds
1.15%
New
70
Increased
199
Reduced
163
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IA
151
Insight Advisors
Pennsylvania
$3.94M -$1.02M -25,479 -21%
BA
152
Ballew Advisors
Mississippi
$3.88M +$104K +2,524 +3%
IAIM
153
International Assets Investment Management
Florida
$3.87M +$15.2K +381 +0.4%
GA
154
Goldstein Advisors
Wisconsin
$3.82M +$3.82M +95,662 New
KIA
155
Kraematon Investment Advisors
Massachusetts
$3.81M +$5.19K +130 +0.1%
BIP
156
Blueprint Investment Partners
North Carolina
$3.8M +$3.8M +95,187 New
AWA
157
Arkadios Wealth Advisors
Georgia
$3.8M +$1.25M +31,350 +49%
CAM
158
Cozad Asset Management
Illinois
$3.79M -$63.3K -1,585 -2%
GWP
159
Gateway Wealth Partners
Wisconsin
$3.74M +$3.74M +93,745 New
JPMorgan Chase & Co
160
JPMorgan Chase & Co
New York
$3.69M +$886K +22,207 +32%
MCC
161
Money Concepts Capital
Florida
$3.63M +$3.2M +80,258 +752%
FIA
162
Foundations Investment Advisors
Arizona
$3.62M -$250K -6,252 -6%
KWM
163
Kaydan Wealth Management
Michigan
$3.62M -$81.8K -2,049 -2%
KA
164
Kovack Advisors
Florida
$3.5M +$9.06K +227 +0.3%
BC
165
Barrett & Company
Rhode Island
$3.46M
LWP
166
Laurel Wealth Planning
Minnesota
$3.32M -$243K -6,081 -7%
SI
167
Stephens Inc
Arkansas
$3.27M +$188K +4,708 +6%
CWM
168
Catalyst Wealth Management
Georgia
$3.27M +$3.27M +81,930 New
SB
169
Strategic Blueprint
Georgia
$3.16M -$148K -3,711 -4%
CA
170
Continuum Advisory
Idaho
$3.14M +$1.42M +35,698 +83%
RGF
171
Retirement Guys Formula
Ohio
$3.07M +$3.07M +77,014 New
CAS
172
Coppell Advisory Solutions
Texas
$3.04M +$3.04M +76,069 New
CASC
173
Coppell Advisory Solutions Corp
Texas
$3.04M +$3.04M +76,069 New
BAM
174
Belpointe Asset Management
Nevada
$3.02M +$279K +6,991 +10%
EFL
175
ERn Financial LLC
Wisconsin
$3.02M +$455K +11,406 +18%