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First Trust Value Line Dividend Fund

517 hedge funds and large institutions have $7.83B invested in First Trust Value Line Dividend Fund in 2023 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 194 increasing their positions, 197 reducing their positions, and 36 closing their positions.

Holders
517
Holders Change
+6
Holders Change %
+1.17%
% of All Funds
8.15%
Holding in Top 10
55
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-17.91%
% of All Funds
0.87%
New
49
Increased
194
Reduced
197
Closed
36
Calls
$68K
Puts
$7.35M
Net Calls
-$7.28M
Net Calls Change
-$7.28M
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.28B 31,970,515 -846,905 -3%
LPL Financial
2
LPL Financial
California
$926M 23,097,178 +296,504 +1%
Ameriprise
3
Ameriprise
Minnesota
$401M 9,995,178 +1,468,559 +17%
Wells Fargo
4
Wells Fargo
California
$392M 9,779,972 +581,211 +6%
Bank of America
5
Bank of America
North Carolina
$379M 9,445,752 -882,598 -9%
UBS Group
6
UBS Group
Switzerland
$301M 7,514,073 -300,685 -4%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$260M 6,489,046 -704,185 -10%
RJA
8
Raymond James & Associates
Florida
$231M 5,754,001 -254,199 -4%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$224M 5,583,377 -135,334 -2%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$181M 4,522,497 +320,779 +8%
Osaic Holdings
11
Osaic Holdings
Arizona
$180M 4,506,593 +81,681 +2%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$168M 4,185,420 -364,612 -8%
Stifel Financial
13
Stifel Financial
Missouri
$151M 3,754,996 +86,781 +2%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$123M 3,079,609 -83,947 -3%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$85M 2,121,149 -325,832 -13%
ACM
16
Advance Capital Management
Michigan
$79.2M 1,976,631 -801,614 -29%
Truist Financial
17
Truist Financial
North Carolina
$65M 1,620,542 +20,790 +1%
PAG
18
Private Advisor Group
New Jersey
$61.6M 1,534,395 -86,363 -5%
HighTower Advisors
19
HighTower Advisors
Illinois
$58.6M 1,462,982 +408,874 +39%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$57.7M 1,440,441 -11,597 -0.8%
TC
21
Trilogy Capital
California
$51.6M 1,258,446 +105,718 +9%
KAS
22
Kestra Advisory Services
Texas
$50M 1,247,132 +501 +0%
AAS
23
Avantax Advisory Services
Texas
$46.1M 1,148,848 +19,744 +2%
SWP
24
Stratos Wealth Partners
Ohio
$44.1M 1,099,061 +147,259 +15%
AWS
25
Atria Wealth Solutions
New York
$42.1M 1,051,006 +7,379 +0.7%