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First Trust Value Line Dividend Fund

517 hedge funds and large institutions have $7.83B invested in First Trust Value Line Dividend Fund in 2023 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 194 increasing their positions, 197 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
517
Holders Change
+6
Holders Change %
+1.17%
% of All Funds
8.15%
Holding in Top 10
55
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-17.91%
% of All Funds
0.87%
New
49
Increased
194
Reduced
197
Closed
36
Calls
$68K
Puts
$7.35M
Net Calls
-$7.28M
Net Calls Change
-$7.28M
Name Holding Trade Value Shares
Change
Shares
Change %
CCA
151
Cottonwood Capital Advisors
Utah
$4.58M -$225K -5,603 -5%
NW
152
Naviter Wealth
Arkansas
$4.55M +$4.55M +113,608 New
SAM
153
SignalPoint Asset Management
Missouri
$4.55M -$44K -1,097 -1%
TI
154
tru Independence
Oregon
$4.51M +$85.8K +2,139 +2%
VA
155
Valmark Advisers
Ohio
$4.47M -$189K -4,720 -4%
SWM
156
Solano Wealth Management
California
$4.46M -$44.9K -1,119 -1%
KA
157
Kovack Advisors
Florida
$4.41M +$140K +3,492 +3%
KIG
158
Kowal Investment Group
Wisconsin
$4.32M -$1.99M -49,615 -32%
CPRC
159
Consolidated Portfolio Review Corp
New York
$4.32M +$297K +7,418 +7%
1W
160
1776 Wealth
Georgia
$4.3M +$77.2K +1,926 +2%
FIA
161
Foundations Investment Advisors
Arizona
$4.27M +$111K +2,758 +3%
BA
162
Ballew Advisors
Mississippi
$4.07M +$13.9K +348 +0.3%
GIA
163
Gladstone Institutional Advisory
Florida
$4.01M +$181K +4,504 +5%
CA
164
Continuum Advisory
Idaho
$3.92M +$146K +3,648 +4%
GA
165
Goldstein Advisors
Wisconsin
$3.88M -$8.58K -214 -0.2%
CAM
166
Cozad Asset Management
Illinois
$3.73M -$37.8K -944 -1%
SS
167
Simplicity Solutions
Minnesota
$3.71M -$15K -374 -0.4%
KIA
168
Kraematon Investment Advisors
Massachusetts
$3.7M -$103K -2,579 -3%
SHFP
169
Second Half Financial Partners
Florida
$3.69M +$3.69M +91,971 New
CIAS
170
Capital Investment Advisory Services
North Carolina
$3.65M +$826K +20,600 +29%
AWA
171
Arkadios Wealth Advisors
Georgia
$3.61M -$158K -3,931 -4%
IAA
172
Independent Advisor Alliance
North Carolina
$3.61M +$244K +6,086 +7%
BC
173
Barrett & Company
Rhode Island
$3.59M +$84.8K +2,124 +2%
MCM
174
MAI Capital Management
Ohio
$3.57M -$416K -10,372 -10%
IAIM
175
International Assets Investment Management
Florida
$3.57M +$65.7K +1,639 +2%