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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 %
CWM
201
Catalyst Wealth Management
Georgia
$2.56M -$726K -18,080 -22%
MA
202
Mutual Advisors
Nebraska
$2.51M -$146K -3,641 -5%
OWM
203
OneAscent Wealth Management
Alabama
$2.5M +$2.5M +62,225 New
OIA
204
OneDigital Investment Advisors
Kansas
$2.48M -$185K -4,606 -7%
MCWS
205
McKinley Carter Wealth Services
West Virginia
$2.45M -$59.4K -1,479 -2%
SPI
206
Santori & Peters Inc
Pennsylvania
$2.4M -$34.6K -862 -1%
Mercer Global Advisors
207
Mercer Global Advisors
Colorado
$2.37M -$271K -6,741 -10%
BEI
208
Benjamin Edwards Inc
Missouri
$2.37M +$88.8K +2,210 +4%
TCM
209
Triumph Capital Management
Colorado
$2.37M -$121K -3,010 -5%
TA
210
TFG Advisers
Michigan
$2.37M -$14.6K -363 -0.6%
Wealth Enhancement Advisory Services
211
Wealth Enhancement Advisory Services
Minnesota
$2.36M +$976K +24,312 +71%
EP
212
Eudaimonia Partners
Tennessee
$2.29M -$577K -14,377 -20%
FH
213
FWG Holdings
Florida
$2.19M -$12.1M -300,082 -85%
HAS
214
HBW Advisory Services
California
$2.19M +$103K +2,561 +5%
MWM
215
MBE Wealth Management
Wisconsin
$2.16M -$24.2K -602 -1%
WMWM
216
Whitaker-Myers Wealth Managers
Ohio
$2.1M -$222K -5,519 -10%
GVAG
217
Great Valley Advisor Group
Delaware
$2.09M +$132K +3,287 +7%
PTC
218
Private Trust Company
Ohio
$2.07M +$149K +3,699 +8%
AWM
219
Accel Wealth Management
Iowa
$2.03M +$6.14K +153 +0.3%
NL
220
NWAM LLC
Washington
$2.02M +$4.94K +123 +0.2%
SEA
221
Stegent Equity Advisors
Texas
$2.01M -$50.8K -1,264 -2%
Lido Advisors
222
Lido Advisors
California
$2M +$1.21M +30,176 +153%
GIM
223
Goelzer Investment Management
Indiana
$1.98M
FFN
224
Focus Financial Network
Minnesota
$1.92M +$78.2K +1,948 +4%
VCM
225
Virtue Capital Management
Tennessee
$1.92M +$31.1K +779 +2%