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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.

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 Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.23B 34,233,976 +779,055 +2%
LPL Financial
2
LPL Financial
California
$762M 21,279,396 +515,997 +2%
Bank of America
3
Bank of America
North Carolina
$388M 10,827,530 +150,009 +1%
Wells Fargo
4
Wells Fargo
California
$333M 9,299,599 -705,242 -7%
UBS Group
5
UBS Group
Switzerland
$314M 8,765,247 -273,449 -3%
Ameriprise
6
Ameriprise
Minnesota
$263M 7,360,552 -392,490 -5%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$247M 6,892,625 +44,875 +0.7%
RJA
8
Raymond James & Associates
Florida
$241M 6,736,973 +568,183 +9%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$196M 5,489,526 +281,113 +5%
ACM
10
Advance Capital Management
Michigan
$178M 4,974,142 +420,570 +9%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$167M 4,672,454 -86,333 -2%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$152M 4,236,101 +28,190 +0.7%
Osaic Holdings
13
Osaic Holdings
Arizona
$146M 4,069,872 +48,318 +1%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$137M 3,828,302 +215,412 +6%
Stifel Financial
15
Stifel Financial
Missouri
$123M 3,424,509 +11,187 +0.3%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$90.8M 2,537,541 +151,929 +6%
Truist Financial
17
Truist Financial
North Carolina
$65.7M 1,836,431 +15,050 +0.8%
PAG
18
Private Advisor Group
New Jersey
$57.9M 1,618,213 -225,548 -12%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$54.3M 1,517,032 +25,922 +2%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$49.5M 1,384,391 -67,180 -5%
KIG
21
Kowal Investment Group
Wisconsin
$40.6M 1,135,097 -128,055 -10%
KAS
22
Kestra Advisory Services
Texas
$40.5M 1,132,524 -378,494 -25%
HI
23
Harbour Investments
Wisconsin
$39.2M 1,009,007
AAS
24
Avantax Advisory Services
Texas
$38.7M 1,080,640 +13,095 +1%
CA
25
Cetera Advisors
Colorado
$35M 977,411 -18,406 -2%