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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.

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 Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.3B 33,454,921 -304,377 -0.9%
LPL Financial
2
LPL Financial
California
$806M 20,763,399 +714,136 +4%
Bank of America
3
Bank of America
North Carolina
$414M 10,677,521 -1,586,777 -13%
Wells Fargo
4
Wells Fargo
California
$388M 10,004,841 +1,260,847 +14%
UBS Group
5
UBS Group
Switzerland
$351M 9,038,696 +473,581 +6%
Ameriprise
6
Ameriprise
Minnesota
$301M 7,753,042 -1,093,959 -12%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$266M 6,847,750 +330,707 +5%
RJA
8
Raymond James & Associates
Florida
$239M 6,168,790 +47,513 +0.8%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$202M 5,208,413 -13,346 -0.3%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$185M 4,758,787 +10,418 +0.2%
ACM
11
Advance Capital Management
Michigan
$177M 4,553,572 -201 -0%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$163M 4,207,911 +156,844 +4%
Osaic Holdings
13
Osaic Holdings
Arizona
$156M 4,021,554 +65,582 +2%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$140M 3,612,890 -3,328 -0.1%
Stifel Financial
15
Stifel Financial
Missouri
$132M 3,413,322 +217,018 +7%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$92.6M 2,385,612 +231,408 +11%
PAG
17
Private Advisor Group
New Jersey
$71.6M 1,843,761 -97,028 -5%
Truist Financial
18
Truist Financial
North Carolina
$70.7M 1,821,381 +151,322 +9%
KAS
19
Kestra Advisory Services
Texas
$58.6M 1,511,018 +389,247 +35%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$57.9M 1,491,110 -71,871 -5%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$56.3M 1,451,571 -164,117 -10%
KIG
22
Kowal Investment Group
Wisconsin
$49M 1,263,152 -22,126 -2%
AAS
23
Avantax Advisory Services
Texas
$41.4M 1,067,545 -37,649 -3%
HI
24
Harbour Investments
Wisconsin
$39.2M 1,009,007 +1,009,007 New
CA
25
Cetera Advisors
Colorado
$38.6M 995,817 +78,283 +9%