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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 %
Susquehanna International Group
176
Susquehanna International Group
Pennsylvania
$3.42M +$3.42M +85,078 New
AP
177
Americana Partners
Texas
$3.37M +$917K +22,840 +37%
IAA
178
Independent Advisor Alliance
North Carolina
$3.37M +$1.05M +26,087 +45%
SI
179
Stephens Inc
Arkansas
$3.28M -$10.6K -265 -0.3%
EFL
180
ERn Financial LLC
Wisconsin
$3.2M +$166K +4,145 +5%
LWP
181
Laurel Wealth Planning
Minnesota
$3.18M -$158K -3,940 -5%
RGF
182
Retirement Guys Formula
Ohio
$3.17M +$79.4K +1,978 +3%
FTUS
183
Flow Traders U.S.
New York
$3.11M +$3.11M +77,497 New
SB
184
Strategic Blueprint
Georgia
$3.09M -$89.4K -2,225 -3%
CFD
185
Creative Financial Designs
Indiana
$3.06M +$797K +19,840 +35%
PA
186
PSI Advisors
Florida
$2.98M +$146K +3,634 +5%
BAM
187
Belpointe Asset Management
Nevada
$2.95M -$85.8K -2,136 -3%
KIG
188
Kennedy Investment Group
New Jersey
$2.92M -$80 -2 -0%
CWM
189
Concentrum Wealth Management
California
$2.89M +$299K +7,451 +12%
HI
190
Horizon Investments
North Carolina
$2.83M +$714K +17,773 +34%
CIAS
191
Capital Investment Advisory Services
North Carolina
$2.82M +$1.02M +25,286 +56%
GWSG
192
GPS Wealth Strategies Group
Colorado
$2.82M -$162K -4,046 -5%
NFG
193
Nations Financial Group
Iowa
$2.77M +$1.07M +26,567 +63%
IWP
194
Icon Wealth Partners
Texas
$2.74M +$2.74M +68,309 New
WWA
195
WCG Wealth Advisors
Nevada
$2.73M -$28K -696 -1%
JWCA
196
J.W. Cole Advisors
Florida
$2.72M +$2.21K +55 +0.1%
SEP
197
Southland Equity Partners
Missouri
$2.7M +$271K +6,745 +11%
PWP
198
Pursue Wealth Partners
California
$2.64M +$241K +6,000 +10%
IWM
199
Iams Wealth Management
Nebraska
$2.64M +$341K +8,580 +15%
SAM
200
Secure Asset Management
Michigan
$2.62M +$20K +498 +0.8%