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First Trust Value Line Dividend Fund

507 hedge funds and large institutions have $6.96B invested in First Trust Value Line Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 161 increasing their positions, 222 reducing their positions, and 44 closing their positions.

Holders
507
Holders Change
-10
Holders Change %
-1.93%
% of All Funds
8.08%
Holding in Top 10
51
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.27%
% of All Funds
0.81%
New
48
Increased
161
Reduced
222
Closed
44
Calls
Puts
$7K
Net Calls
-$7K
Net Calls Change
+$7.28M
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.11B 29,685,457 -2,285,058 -7%
LPL Financial
2
LPL Financial
California
$846M 22,629,214 -467,964 -2%
Wells Fargo
3
Wells Fargo
California
$362M 9,669,823 -110,149 -1%
Bank of America
4
Bank of America
North Carolina
$339M 9,066,688 -379,064 -4%
Ameriprise
5
Ameriprise
Minnesota
$328M 8,778,955 -1,216,223 -12%
UBS Group
6
UBS Group
Switzerland
$255M 6,811,070 -703,003 -9%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$243M 6,496,813 +7,767 +0.1%
RJA
8
Raymond James & Associates
Florida
$206M 5,512,392 -241,609 -4%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$196M 5,229,912 -353,465 -6%
Osaic Holdings
10
Osaic Holdings
Arizona
$172M 4,588,932 +82,339 +2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$156M 4,173,731 -348,766 -8%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$152M 4,060,251 -125,169 -3%
Stifel Financial
13
Stifel Financial
Missouri
$143M 3,821,172 +66,176 +2%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$105M 2,810,598 -269,011 -9%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$77.5M 2,073,402 -47,747 -2%
Truist Financial
16
Truist Financial
North Carolina
$59.5M 1,591,232 -29,310 -2%
HighTower Advisors
17
HighTower Advisors
Illinois
$59.3M 1,585,870 +122,888 +8%
PAG
18
Private Advisor Group
New Jersey
$53.7M 1,435,308 -99,087 -6%
KAS
19
Kestra Advisory Services
Texas
$50.5M 1,350,293 +103,161 +8%
TC
20
Trilogy Capital
California
$50.2M 1,343,721 +85,275 +7%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$47.8M 1,278,890 -161,551 -11%
ACM
22
Advance Capital Management
Michigan
$46.1M 1,231,668 -744,963 -38%
AAS
23
Avantax Advisory Services
Texas
$43.1M 1,153,822 +4,974 +0.4%
SWP
24
Stratos Wealth Partners
Ohio
$39.8M 1,065,785 -33,276 -3%
HI
25
Harbour Investments
Wisconsin
$36.3M 971,279 -15,182 -2%