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First Trust Value Line Dividend Fund

511 hedge funds and large institutions have $7.8B invested in First Trust Value Line Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 191 increasing their positions, 185 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
511
Holders Change
+1
Holders Change %
+0.2%
% of All Funds
8.18%
Holding in Top 10
67
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.63%
% of All Funds
1.07%
New
56
Increased
191
Reduced
185
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TI
151
tru Independence
Oregon
$4.43M -$941K -23,420 -17%
KA
152
Kovack Advisors
Florida
$4.28M +$759K +18,887 +22%
1W
153
1776 Wealth
Georgia
$4.23M +$15.1K +375 +0.4%
TRCT
154
Tower Research Capital (TRC)
New York
$4.2M +$4.18M +104,116 +26,628%
FIA
155
Foundations Investment Advisors
Arizona
$4.17M +$525K +13,067 +14%
Bank of New York Mellon
156
Bank of New York Mellon
New York
$4.15M +$171K +4,264 +4%
IA
157
Insight Advisors
Pennsylvania
$4.12M +$166K +4,127 +4%
Goldman Sachs
158
Goldman Sachs
New York
$4.1M -$270K -6,715 -6%
CPRC
159
Consolidated Portfolio Review Corp
New York
$4.03M +$4.03M +100,421 New
GWP
160
Gateway Wealth Partners
Wisconsin
$4.01M +$249K +6,208 +7%
BA
161
Ballew Advisors
Mississippi
$4M +$275K +6,952 +7%
MCM
162
MAI Capital Management
Ohio
$3.99M -$293K -7,289 -7%
CAS
163
Coppell Advisory Solutions
Texas
$3.91M +$894K +22,507 +30%
CASC
164
Coppell Advisory Solutions Corp
Texas
$3.91M +$894K +22,507 +30%
WEG
165
World Equity Group
Illinois
$3.9M +$3.02M +231,448 +342%
GA
166
Goldstein Advisors
Wisconsin
$3.9M +$57.3K +1,427 +1%
GIA
167
Gladstone Institutional Advisory
Florida
$3.84M -$782K -19,478 -17%
KIA
168
Kraematon Investment Advisors
Massachusetts
$3.81M -$26.6K -663 -0.7%
CA
169
Continuum Advisory
Idaho
$3.78M +$615K +15,302 +19%
CAM
170
Cozad Asset Management
Illinois
$3.77M -$42K -1,045 -1%
AWA
171
Arkadios Wealth Advisors
Georgia
$3.77M -$47.4K -1,180 -1%
SS
172
Simplicity Solutions
Minnesota
$3.74M +$2.63M +65,557 +239%
KWM
173
Kaydan Wealth Management
Michigan
$3.59M -$50.6K -1,259 -1%
BC
174
Barrett & Company
Rhode Island
$3.52M +$40.1K +999 +1%
IAIM
175
International Assets Investment Management
Florida
$3.51M -$384K -9,565 -10%