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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 %
CP
201
Camelot Portfolios
Ohio
$1.61M -$162K -3,828 -9%
WP
202
WealthPLAN Partners
Nebraska
$1.58M +$48.8K +1,205 +3%
WIM
203
WealthPlan Investment Management
Nebraska
$1.58M +$1.58M +38,985 New
AF
204
Advisornet Financial
Minnesota
$1.58M +$36.4K +861 +2%
RJT
205
Raymond James Trust
Florida
$1.54M -$419K -9,909 -21%
WAM
206
Walker Asset Management
Missouri
$1.53M -$309K -7,300 -17%
FFN
207
Focus Financial Network
Minnesota
$1.52M +$1.52M +35,955 New
PAS
208
Park Avenue Securities
New York
$1.5M -$41.3K -976 -3%
CS
209
Comerica Securities
Michigan
$1.47M +$82.5K +1,951 +6%
TC
210
Trilogy Capital
California
$1.42M -$39.9M -942,153 -97%
Mariner
211
Mariner
Kansas
$1.41M +$365K +8,624 +35%
FHA
212
Flagship Harbor Advisors
Massachusetts
$1.38M +$32.5K +769 +2%
TSWM
213
Tyler-Stone Wealth Management
Ohio
$1.37M +$86.8K +2,051 +7%
VVP
214
Venture Visionary Partners
Ohio
$1.36M -$50K -1,182 -4%
UCFA
215
United Capital Financial Advisors
Texas
$1.35M -$12.5K -295 -0.9%
SC
216
Savant Capital
Illinois
$1.34M -$56.4K -1,333 -4%
GWSG
217
GPS Wealth Strategies Group
Colorado
$1.33M +$76.8K +1,817 +6%
TA
218
TrueWealth Advisors
Alabama
$1.29M
EWM
219
EPG Wealth Management
Georgia
$1.29M +$60.8K +1,438 +5%
IAN
220
Integrated Advisors Network
Texas
$1.29M +$163K +3,858 +14%
CAC
221
Certified Advisory Corp
Florida
$1.28M -$147K -3,472 -10%
AWG
222
Altus Wealth Group
Colorado
$1.28M -$66.1K -1,564 -5%
NFC
223
Northeast Financial Consultants
Connecticut
$1.26M +$5.46K +129 +0.4%
AWM
224
Axxcess Wealth Management
California
$1.26M +$78.2K +1,849 +7%
BWM
225
Baystate Wealth Management
Massachusetts
$1.25M -$22.1K -523 -2%