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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 %
PWP
176
Pursue Wealth Partners
California
$2.32M +$466K +12,000 +25%
MWM
177
MBE Wealth Management
Wisconsin
$2.27M -$40K -1,031 -2%
TA
178
TFG Advisers
Michigan
$2.24M -$1.36K -35 -0.1%
ACM
179
AlphaStar Capital Management
North Carolina
$2.18M -$206K -5,319 -9%
BEI
180
Benjamin Edwards Inc
Missouri
$2.15M -$98.7K -2,542 -4%
PSF
181
Pacific Sun Financial
California
$2.13M +$14.8K +380 +0.7%
GWSG
182
GPS Wealth Strategies Group
Colorado
$2.08M +$860K +22,152 +70%
OPS
183
Orion Portfolio Solutions
Nebraska
$2.06M +$1.63M +41,926 +377%
AWM
184
Accel Wealth Management
Iowa
$2.02M +$581 +15 +0%
OFS
185
OneAscent Financial Services
Alabama
$2.02M +$2.02M +51,914 New
CA
186
Calton & Associates
Florida
$1.99M -$3.16M -81,501 -61%
NL
187
NWAM LLC
Washington
$1.99M -$95.5K -2,463 -5%
HAS
188
HBW Advisory Services
California
$1.97M -$36.2K -932 -2%
SI
189
Stephens Inc
Arkansas
$1.95M +$33.6K +865 +2%
GIM
190
Goelzer Investment Management
Indiana
$1.92M +$1.92M +49,386 New
EFL
191
ERn Financial LLC
Wisconsin
$1.91M -$828K -21,333 -30%
SWM
192
Shelton Wealth Management
Texas
$1.89M -$303K -7,809 -14%
KFGK
193
Keystone Financial Group (Kentucky)
Kentucky
$1.86M -$2.87K -74 -0.2%
Koshinski Asset Management
194
Koshinski Asset Management
Illinois
$1.86M +$37.7K +972 +2%
VAS
195
Vestmark Advisory Solutions
Massachusetts
$1.85M -$87.4K -2,253 -5%
VCM
196
Virtue Capital Management
Tennessee
$1.82M -$125K -3,211 -6%
DWM
197
Denver Wealth Management
Colorado
$1.81M +$1.81M +46,715 New
HGERS
198
Householder Group Estate & Retirement Specialist
Arizona
$1.77M -$16.4K -423 -0.9%
HI
199
Horizon Investments
North Carolina
$1.75M -$1.15M -29,538 -40%
PTC
200
Private Trust Company
Ohio
$1.74M +$1.74M +44,912 New