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First Trust Value Line Dividend Fund

507 hedge funds and large institutions have $6.96B invested in First Trust Value Line Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 161 increasing their positions, 222 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
-10
Holders Change %
-1.93%
% of All Funds
8.08%
Holding in Top 10
51
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.27%
% of All Funds
0.81%
New
48
Increased
161
Reduced
222
Closed
44
Calls
Puts
$7K
Net Calls
-$7K
Net Calls Change
+$7.28M
Name Holding Trade Value Shares
Change
Shares
Change %
SPI
201
Santori & Peters Inc
Pennsylvania
$2.22M -$53.1K -1,421 -2%
OIA
202
OneDigital Investment Advisors
Kansas
$2.2M -$103K -2,749 -4%
TA
203
TFG Advisers
Michigan
$2.18M -$13.5K -360 -0.6%
Mercer Global Advisors
204
Mercer Global Advisors
Colorado
$2.17M +$97.4K +2,604 +5%
HI
205
Horizon Investments
North Carolina
$2.14M +$146K +3,913 +7%
CPRC
206
Consolidated Portfolio Review Corp
New York
$2.1M -$1.94M -51,772 -48%
MFG
207
Merit Financial Group
Georgia
$2.07M -$800K -21,396 -28%
MCWS
208
McKinley Carter Wealth Services
West Virginia
$2.07M -$204K -5,462 -9%
IA
209
Insight Advisors
Pennsylvania
$2.03M -$2.56M -68,464 -56%
EP
210
Eudaimonia Partners
Tennessee
$2.02M -$82.4K -2,203 -4%
PTC
211
Private Trust Company
Ohio
$2M -$35.8K -958 -2%
NFG
212
Nations Financial Group
Iowa
$2M -$546K -14,597 -21%
VCM
213
Virtue Capital Management
Tennessee
$1.99M
FH
214
FWG Holdings
Florida
$1.99M -$8.39K -229 -0.4%
PSF
215
Pacific Sun Financial
California
$1.95M +$8.23K +220 +0.4%
TCM
216
Triumph Capital Management
Colorado
$1.92M -$331K -8,849 -15%
WMWM
217
Whitaker-Myers Wealth Managers
Ohio
$1.9M -$27.1K -724 -1%
SEA
218
Stegent Equity Advisors
Texas
$1.89M -$11.5K -308 -0.6%
AWM
219
Accel Wealth Management
Iowa
$1.89M -$40.6K -1,087 -2%
GVAG
220
Great Valley Advisor Group
Delaware
$1.88M -$39.2K -1,049 -2%
BW
221
Bison Wealth
Georgia
$1.87M -$2.69K -72 -0.1%
BEI
222
Benjamin Edwards Inc
Missouri
$1.82M -$482K -12,907 -21%
OWM
223
OneAscent Wealth Management
Alabama
$1.81M -$39.6K -1,059 -2%
GRP
224
Global Retirement Partners
California
$1.78M +$285K +7,735 +19%
IWP
225
Icon Wealth Partners
Texas
$1.68M -$464K -12,418 -22%