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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 %
CFCI
201
Comprehensive Financial Consultants Institutional
Indiana
$1.66M -$43.2K -1,118 -3%
PD
202
Planning Directions
Pennsylvania
$1.66M +$5.28K +136 +0.3%
APWM
203
Atlas Private Wealth Management
New York
$1.63M -$39 -1 -0%
BAM
204
Belpointe Asset Management
Nevada
$1.57M +$86.1K +2,219 +6%
PAS
205
Park Avenue Securities
New York
$1.47M +$98.6K +2,541 +7%
WKSWA
206
White Knight Strategic Wealth Advisors
New Jersey
$1.47M -$219K -5,641 -13%
SI
207
Saxon Interests
Texas
$1.47M +$1.17M +30,089 +390%
FFN
208
Focus Financial Network
Minnesota
$1.45M +$57K +1,468 +4%
RJT
209
Raymond James Trust
Florida
$1.45M +$38.1K +982 +3%
IAN
210
Integrated Advisors Network
Texas
$1.43M +$248K +6,380 +21%
SQA
211
Simon Quick Advisors
New Jersey
$1.42M +$1.42M +34,890 New
WAM
212
Walker Asset Management
Missouri
$1.4M
AF
213
Advisornet Financial
Minnesota
$1.37M -$72.1K -1,858 -5%
KWM
214
Kingsview Wealth Management
Oregon
$1.37M -$856K -22,056 -38%
CS
215
Comerica Securities
Michigan
$1.35M -$1.24K -32 -0.1%
TC
216
Trilogy Capital
California
$1.32M +$20.1K +519 +2%
SEA
217
Stegent Equity Advisors
Texas
$1.32M -$3.02M -77,684 -70%
AWG
218
Altus Wealth Group
Colorado
$1.29M +$103K +2,623 +9%
Mariner
219
Mariner
Kansas
$1.28M -$16.5K -424 -1%
VVP
220
Venture Visionary Partners
Ohio
$1.25M +$3.03K +78 +0.2%
RA
221
RFG Advisory
Alabama
$1.25M +$729K +17,984 +140%
SC
222
Savant Capital
Illinois
$1.23M
NFG
223
Nations Financial Group
Iowa
$1.2M +$625K +16,119 +109%
Bank of New York Mellon
224
Bank of New York Mellon
New York
$1.19M +$585K +15,077 +97%
CA
225
Continuum Advisory
Idaho
$1.18M +$180K +4,630 +18%