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First Trust Value Line Dividend Fund

584 hedge funds and large institutions have $7.09B invested in First Trust Value Line Dividend Fund in 2024 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 166 increasing their positions, 250 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
584
Holders Change
+46
Holders Change %
+8.55%
% of All Funds
7.78%
Holding in Top 10
38
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+35.71%
% of All Funds
0.51%
New
95
Increased
166
Reduced
250
Closed
39
Calls
$48K
Puts
Net Calls
+$48K
Net Calls Change
+$48K
Name Holding Trade Value Shares
Change
Shares
Change %
LFAS
226
Level Four Advisory Services
Texas
$1.58M -$398K -9,127 -20%
Creative Planning
227
Creative Planning
Kansas
$1.58M +$409K +9,369 +35%
CFCI
228
Comprehensive Financial Consultants Institutional
Indiana
$1.56M -$34.4K -789 -2%
Jane Street
229
Jane Street
New York
$1.55M -$578K -13,247 -27%
FFS
230
Founders Financial Securities
Maryland
$1.54M -$170K -3,896 -10%
BW
231
Bison Wealth
Georgia
$1.53M -$2.84K -65 -0.2%
VVP
232
Venture Visionary Partners
Ohio
$1.52M -$2.92K -67 -0.2%
WI
233
Wintrust Investments
Illinois
$1.51M +$248K +5,686 +20%
PWM
234
Purus Wealth Management
California
$1.48M +$433K +9,918 +42%
BIP
235
Blueprint Investment Partners
North Carolina
$1.47M +$971K +22,259 +196%
TI
236
tru Independence
Oregon
$1.46M -$43.9K -1,005 -3%
RSWM
237
Robertson Stephens Wealth Management
California
$1.46M -$4.1M -94,017 -74%
ISFAN
238
Investor's Fiduciary Advisor Network
Washington
$1.45M +$1.45M +33,289 New
Thrivent Financial for Lutherans
239
Thrivent Financial for Lutherans
Minnesota
$1.45M -$22.2K -485 -2%
FCAS
240
First Command Advisory Services
Texas
$1.43M -$695K -15,919 -33%
DWM
241
Denver Wealth Management
Colorado
$1.41M +$30.9K +709 +2%
AF
242
Advisornet Financial
Minnesota
$1.4M -$16.8K -384 -1%
KCFA
243
Key Client Fiduciary Advisors
New Jersey
$1.39M +$24.1K +552 +2%
Lido Advisors
244
Lido Advisors
California
$1.37M -$45.3K -1,039 -3%
MWM
245
MBE Wealth Management
Wisconsin
$1.34M +$4.15K +95 +0.3%
GLA
246
Good Life Advisors
Pennsylvania
$1.33M -$1.44M -32,922 -52%
HAS
247
HBW Advisory Services
California
$1.32M +$813K +18,639 +159%
SPI
248
Santori & Peters Inc
Pennsylvania
$1.32M -$6.81K -156 -0.5%
SMC
249
Smith, Moore & Co
Missouri
$1.3M -$27.2K -624 -2%
SP
250
Sequent Planning
Nebraska
$1.29M -$19.9K -456 -2%