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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 %
TA
176
TFG Advisers
Michigan
$2.44M -$38.2K -904 -2%
KWM
177
Kingsview Wealth Management
Oregon
$2.43M +$1.17M +27,633 +93%
SFS
178
Sowell Financial Services
Arkansas
$2.41M -$2.28M -54,297 -49%
SWM
179
Shelton Wealth Management
Texas
$2.39M -$644K -15,229 -21%
PSF
180
Pacific Sun Financial
California
$2.31M +$16.1K +380 +0.7%
NL
181
NWAM LLC
Washington
$2.27M -$75.4K -1,783 -3%
Mercer Global Advisors
182
Mercer Global Advisors
Colorado
$2.27M -$97.5K -2,305 -4%
AWM
183
Accel Wealth Management
Iowa
$2.22M -$13.2K -310 -0.6%
HAS
184
HBW Advisory Services
California
$2.18M -$112K -2,637 -5%
VCM
185
Virtue Capital Management
Tennessee
$2.12M -$423 -10 -0%
VAS
186
Vestmark Advisory Solutions
Massachusetts
$2.11M -$30.1K -712 -1%
SI
187
Stephens Inc
Arkansas
$2.09M +$152K +3,595 +8%
KFGK
188
Keystone Financial Group (Kentucky)
Kentucky
$2.03M +$14K +331 +0.7%
PP
189
Prudential plc
United Kingdom
$2.03M +$2.03M +48,000 New
PWP
190
Pursue Wealth Partners
California
$2.03M
Koshinski Asset Management
191
Koshinski Asset Management
Illinois
$1.99M -$33.5K -791 -2%
HGERS
192
Householder Group Estate & Retirement Specialist
Arizona
$1.95M +$2.71K +64 +0.1%
APWA
193
Atlas Private Wealth Advisors
New Jersey
$1.87M -$5.58M -131,871 -75%
WKSWA
194
White Knight Strategic Wealth Advisors
New Jersey
$1.84M -$484K -11,440 -21%
Qube Research & Technologies (QRT)
195
Qube Research & Technologies (QRT)
United Kingdom
$1.83M -$13.5M -318,617 -88%
PD
196
Planning Directions
Pennsylvania
$1.81M +$16.3K +386 +0.9%
CFCI
197
Comprehensive Financial Consultants Institutional
Indiana
$1.79M -$1.62K -40 -0.1%
APWM
198
Atlas Private Wealth Management
New York
$1.77M +$94.4K +2,231 +6%
BCP
199
Blackhawk Capital Partners
Wisconsin
$1.66M -$824K -19,471 -33%
BAM
200
Belpointe Asset Management
Nevada
$1.62M +$185K +4,374 +13%