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First Trust Value Line Dividend Fund

480 hedge funds and large institutions have $7.02B invested in First Trust Value Line Dividend Fund in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 205 increasing their positions, 168 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
480
Holders Change
-1
Holders Change %
-0.21%
% of All Funds
8.3%
Holding in Top 10
54
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.89%
% of All Funds
0.93%
New
31
Increased
205
Reduced
168
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PTC
201
Private Trust Company
Ohio
$1.62M +$11.4K +318 +0.7%
VAS
202
Vestmark Advisory Solutions
Massachusetts
$1.61M -$97K -2,710 -6%
AF
203
Advisornet Financial
Minnesota
$1.58M +$314K +8,770 +25%
MFG
204
Merit Financial Group
Georgia
$1.57M +$1.35M +37,604 +615%
WIM
205
WealthPlan Investment Management
Nebraska
$1.56M +$1.56M +38,396 New
CA
206
Continuum Advisory
Idaho
$1.54M +$449K +12,545 +41%
RJT
207
Raymond James Trust
Florida
$1.53M +$188K +5,261 +14%
PD
208
Planning Directions
Pennsylvania
$1.52M -$16.1K -450 -1%
CFCI
209
Comprehensive Financial Consultants Institutional
Indiana
$1.49M -$80.2K -2,192 -5%
APWM
210
Atlas Private Wealth Management
New York
$1.49M -$14.2K -396 -0.9%
ACM
211
AlphaStar Capital Management
North Carolina
$1.45M -$556K -15,552 -28%
WAM
212
Walker Asset Management
Missouri
$1.4M +$106K +2,950 +8%
HGERS
213
Householder Group Estate & Retirement Specialist
Arizona
$1.39M -$241K -6,738 -15%
TC
214
Trilogy Capital
California
$1.35M +$134K +3,742 +11%
IAN
215
Integrated Advisors Network
Texas
$1.33M +$11.8K +329 +0.9%
PAS
216
Park Avenue Securities
New York
$1.33M -$28.7K -802 -2%
Mariner
217
Mariner
Kansas
$1.33M +$147K +4,111 +12%
BCP
218
Blackhawk Capital Partners
Wisconsin
$1.32M +$255K +7,125 +24%
SS
219
Simplicity Solutions
Minnesota
$1.29M +$331K +9,245 +34%
AWG
220
Altus Wealth Group
Colorado
$1.29M
GRP
221
Global Retirement Partners
California
$1.28M +$731K +18,844 +132%
CAM
222
Concorde Asset Management
Michigan
$1.27M +$1.07M +29,979 +537%
CS
223
Comerica Securities
Michigan
$1.27M +$23.4K +654 +2%
RA
224
RFG Advisory
Alabama
$1.27M +$69.4K +1,788 +6%
WKSWA
225
White Knight Strategic Wealth Advisors
New Jersey
$1.26M -$90.1K -2,519 -7%