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First Trust Value Line Dividend Fund

510 hedge funds and large institutions have $7.98B invested in First Trust Value Line Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 199 increasing their positions, 163 reducing their positions, and 32 closing their positions.

Holders
510
Holders Change
+30
Holders Change %
+6.25%
% of All Funds
8.23%
Holding in Top 10
71
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+31.48%
% of All Funds
1.15%
New
70
Increased
199
Reduced
163
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.36B 34,140,846 -93,130 -0.3%
LPL Financial
2
LPL Financial
California
$886M 22,198,746 +919,350 +4%
Bank of America
3
Bank of America
North Carolina
$429M 10,747,772 -79,758 -0.7%
Wells Fargo
4
Wells Fargo
California
$375M 9,385,246 +85,647 +0.9%
Ameriprise
5
Ameriprise
Minnesota
$360M 9,004,896 +1,644,344 +22%
UBS Group
6
UBS Group
Switzerland
$335M 8,391,718 -373,529 -4%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$281M 7,049,033 +156,408 +2%
RJA
8
Raymond James & Associates
Florida
$260M 6,518,796 -218,177 -3%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$223M 5,598,996 +109,470 +2%
ACM
10
Advance Capital Management
Michigan
$204M 5,103,486 +129,344 +3%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$187M 4,694,286 +21,832 +0.5%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$173M 4,342,483 +106,382 +3%
Osaic Holdings
13
Osaic Holdings
Arizona
$172M 4,305,804 +235,932 +6%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$146M 3,667,098 -161,204 -4%
Stifel Financial
15
Stifel Financial
Missouri
$141M 3,530,570 +106,061 +3%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$105M 2,637,945 +100,404 +4%
Truist Financial
17
Truist Financial
North Carolina
$76.2M 1,908,186 +71,755 +4%
KAS
18
Kestra Advisory Services
Texas
$61.6M 1,543,932 +411,408 +36%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$57.6M 1,442,603 -74,429 -5%
PP
20
Prudential plc
United Kingdom
$50.9M 1,276,200 +413,000 +48%
AAS
21
Avantax Advisory Services
Texas
$43.2M 1,083,642 +3,002 +0.3%
SWP
22
Stratos Wealth Partners
Ohio
$43.2M 1,082,757 +139,129 +15%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$42.1M 1,054,406 -329,985 -24%
HighTower Advisors
24
HighTower Advisors
Illinois
$42M 1,052,879 +129,670 +14%
HI
25
Harbour Investments
Wisconsin
$41.8M 1,048,279 +39,272 +4%