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First Trust Value Line Dividend Fund

532 hedge funds and large institutions have $6.49B invested in First Trust Value Line Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 155 increasing their positions, 273 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
532
Holders Change
+4
Holders Change %
+0.76%
% of All Funds
7.71%
Holding in Top 10
44
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-15.38%
% of All Funds
0.64%
New
49
Increased
155
Reduced
273
Closed
35
Calls
$220K
Puts
Net Calls
+$220K
Net Calls Change
+$9K
Name Holding Trade Value Shares
Change
Shares
Change %
SEA
226
Stegent Equity Advisors
Texas
$1.73M -$270K -6,395 -14%
OFS
227
OneAscent Financial Services
Alabama
$1.73M +$135K +3,198 +8%
WAM
228
Walker Asset Management
Missouri
$1.64M
Lido Advisors
229
Lido Advisors
California
$1.63M -$50.6K -1,198 -3%
TI
230
tru Independence
Oregon
$1.63M -$2.92M -69,055 -64%
NL
231
NWAM LLC
Washington
$1.58M -$32.7K -788 -2%
TCM
232
Triumph Capital Management
Colorado
$1.58M -$361K -8,611 -19%
HGERS
233
Householder Group Estate & Retirement Specialist
Arizona
$1.53M -$2.96K -70 -0.2%
CFCI
234
Comprehensive Financial Consultants Institutional
Indiana
$1.52M -$109K -2,585 -7%
VCM
235
Virtue Capital Management
Tennessee
$1.49M -$451K -11,107 -23%
DWM
236
Denver Wealth Management
Colorado
$1.49M +$211 +5 +0%
GLA
237
Good Life Advisors
Pennsylvania
$1.49M -$1.9K -45 -0.1%
SP
238
Sequent Planning
Nebraska
$1.48M +$1.48M +34,942 New
VVP
239
Venture Visionary Partners
Ohio
$1.46M +$7.39K +175 +0.5%
SAI
240
Savvy Advisors Inc
New York
$1.46M +$42.5K +1,007 +3%
MSFS
241
Main Street Financial Solutions
Pennsylvania
$1.43M +$1.15M +27,130 +406%
FFN
242
Focus Financial Network
Minnesota
$1.42M +$19K +474 +1%
AF
243
Advisornet Financial
Minnesota
$1.4M -$26K -615 -2%
SC
244
Savant Capital
Illinois
$1.38M +$42.5K +1,007 +3%
WIM
245
Westside Investment Management
California
$1.38M +$126K +2,982 +10%
Koshinski Asset Management
246
Koshinski Asset Management
Illinois
$1.37M -$363K -8,595 -21%
Thrivent Financial for Lutherans
247
Thrivent Financial for Lutherans
Minnesota
$1.37M +$26K +616 +2%
CAM
248
Cresset Asset Management
Illinois
$1.36M +$68.9K +1,632 +5%
CCAL
249
City Center Advisors LLC
Michigan
$1.35M +$1.35M +32,018 New
SMC
250
Smith, Moore & Co
Missouri
$1.33M -$165K -3,905 -11%