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First Trust Value Line Dividend Fund

528 hedge funds and large institutions have $8.02B invested in First Trust Value Line Dividend Fund in 2023 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 137 increasing their positions, 262 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
528
Holders Change
+21
Holders Change %
+4.14%
% of All Funds
7.74%
Holding in Top 10
52
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.96%
% of All Funds
0.76%
New
71
Increased
137
Reduced
262
Closed
45
Calls
$211K
Puts
Net Calls
+$211K
Net Calls Change
+$218K
Name Holding Trade Value Shares
Change
Shares
Change %
Qube Research & Technologies (QRT)
226
Qube Research & Technologies (QRT)
United Kingdom
$1.75M +$650K +16,023 +59%
LFG
227
Larson Financial Group
Missouri
$1.73M +$1.3M +32,169 +304%
Natixis Advisors
228
Natixis Advisors
Massachusetts
$1.72M +$796K +19,644 +86%
Koshinski Asset Management
229
Koshinski Asset Management
Illinois
$1.67M +$391K +9,630 +31%
APWM
230
Atlas Private Wealth Management
New York
$1.62M +$7.99K +197 +0.5%
Lido Advisors
231
Lido Advisors
California
$1.62M -$80.4K -1,982 -5%
Fidelity Investments
232
Fidelity Investments
Massachusetts
$1.6M +$354K +8,728 +28%
NL
233
NWAM LLC
Washington
$1.58M +$2.76K +68 +0.2%
WAM
234
Walker Asset Management
Missouri
$1.57M
CFCI
235
Comprehensive Financial Consultants Institutional
Indiana
$1.56M +$55.1K +1,359 +4%
BAM
236
Bellevue Asset Management
Washington
$1.53M -$12.4M -305,186 -89%
OFS
237
OneAscent Financial Services
Alabama
$1.53M +$122K +3,012 +9%
HGERS
238
Householder Group Estate & Retirement Specialist
Arizona
$1.48M +$2.84K +70 +0.2%
SMC
239
Smith, Moore & Co
Missouri
$1.43M -$1.5K -37 -0.1%
GLA
240
Good Life Advisors
Pennsylvania
$1.43M -$121K -2,980 -8%
DWM
241
Denver Wealth Management
Colorado
$1.43M -$101K -2,489 -7%
FFN
242
Focus Financial Network
Minnesota
$1.42M -$216K -5,318 -13%
VVP
243
Venture Visionary Partners
Ohio
$1.4M +$146K +3,604 +12%
AF
244
Advisornet Financial
Minnesota
$1.37M -$177K -4,363 -11%
SAI
245
Savvy Advisors Inc
New York
$1.36M +$1.36M +33,503 New
GVAG
246
Great Valley Advisor Group
Delaware
$1.34M -$694K -17,124 -34%
GM
247
GeoWealth Management
Illinois
$1.34M +$1.12M +27,544 +499%
DI
248
DFPG Investments
Utah
$1.32M +$121 +3 +0%
Thrivent Financial for Lutherans
249
Thrivent Financial for Lutherans
Minnesota
$1.3M +$321K +7,918 +33%
SC
250
Savant Capital
Illinois
$1.29M