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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.

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 Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.32B 32,817,420 -1,323,426 -4%
LPL Financial
2
LPL Financial
California
$916M 22,800,674 +601,928 +3%
Bank of America
3
Bank of America
North Carolina
$415M 10,328,350 -419,422 -4%
Wells Fargo
4
Wells Fargo
California
$369M 9,198,761 -186,485 -2%
Ameriprise
5
Ameriprise
Minnesota
$343M 8,526,619 -478,277 -5%
UBS Group
6
UBS Group
Switzerland
$314M 7,814,758 -576,960 -7%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$289M 7,193,231 +144,198 +2%
RJA
8
Raymond James & Associates
Florida
$241M 6,008,200 -510,596 -8%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$230M 5,718,711 +119,715 +2%
Osaic Holdings
10
Osaic Holdings
Arizona
$178M 4,424,912 +119,108 +3%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$169M 4,201,718 -140,765 -3%
Stifel Financial
12
Stifel Financial
Missouri
$147M 3,668,215 +137,645 +4%
M1FG
13
Mach-1 Financial Group
Arkansas
$145M 3,832 +3,832 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$127M 3,163,556 -503,542 -14%
ACM
15
Advance Capital Management
Michigan
$112M 2,778,245 -2,325,241 -46%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$98.3M 2,446,981 -190,964 -7%
PAG
17
Private Advisor Group
New Jersey
$65.1M 1,620,758 -11,605 -0.7%
Truist Financial
18
Truist Financial
North Carolina
$64.2M 1,599,752 -308,434 -16%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$58.3M 1,452,038 +9,435 +0.7%
KAS
20
Kestra Advisory Services
Texas
$50.1M 1,246,631 -297,301 -19%
TC
21
Trilogy Capital
California
$46.3M 1,152,728 +1,111,249 +2,679%
AAS
22
Avantax Advisory Services
Texas
$45.3M 1,129,104 +45,462 +4%
HighTower Advisors
23
HighTower Advisors
Illinois
$42.3M 1,054,108 +1,229 +0.1%
AWS
24
Atria Wealth Solutions
New York
$41.9M 1,043,627 +58,185 +6%
HI
25
Harbour Investments
Wisconsin
$40.3M 1,002,817 -45,462 -4%