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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 %
AP
176
Americana Partners
Texas
$3.56M +$198K +4,950 +6%
KWM
177
Kaydan Wealth Management
Michigan
$3.52M -$64.5K -1,610 -2%
Millennium Management
178
Millennium Management
New York
$3.47M +$3.47M +86,472 New
EFL
179
ERn Financial LLC
Wisconsin
$3.31M +$114K +2,851 +4%
SI
180
Stephens Inc
Arkansas
$3.19M -$88.8K -2,214 -3%
RGF
181
Retirement Guys Formula
Ohio
$3.17M -$160 -4 -0%
CWM
182
Concentrum Wealth Management
California
$3.13M +$244K +6,088 +8%
SAM
183
Secure Asset Management
Michigan
$3.1M +$477K +11,910 +18%
MFG
184
Merit Financial Group
Georgia
$3.08M +$1.45M +36,203 +89%
SB
185
Strategic Blueprint
Georgia
$3.03M -$51.5K -1,285 -2%
JWCA
186
J.W. Cole Advisors
Florida
$3.03M +$319K +7,969 +12%
RJT
187
Raymond James Trust
Florida
$3.02M +$1.1M +27,519 +58%
CFD
188
Creative Financial Designs
Indiana
$3M -$55.5K -1,385 -2%
SEP
189
Southland Equity Partners
Missouri
$2.91M +$219K +5,473 +8%
LWP
190
Laurel Wealth Planning
Minnesota
$2.88M -$294K -7,340 -9%
GWSG
191
GPS Wealth Strategies Group
Colorado
$2.82M -$1.68K -42 -0.1%
NFG
192
Nations Financial Group
Iowa
$2.73M -$40K -997 -1%
KIG
193
Kennedy Investment Group
New Jersey
$2.66M -$254K -6,332 -9%
WEG
194
World Equity Group
Illinois
$2.65M -$9.35M -233,111 -78%
WWA
195
WCG Wealth Advisors
Nevada
$2.65M -$83.8K -2,091 -3%
MA
196
Mutual Advisors
Nebraska
$2.62M +$113K +2,829 +5%
ECA
197
Elevated Capital Advisors
Utah
$2.56M +$2.56M +63,880 New
PWP
198
Pursue Wealth Partners
California
$2.53M -$106K -2,648 -4%
BEI
199
Benjamin Edwards Inc
Missouri
$2.47M +$97.6K +2,435 +4%
OIA
200
OneDigital Investment Advisors
Kansas
$2.46M -$15.9K -396 -0.6%