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First Trust Value Line Dividend Fund

538 hedge funds and large institutions have $5.98B invested in First Trust Value Line Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 153 increasing their positions, 253 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
538
Holders Change
+22
Holders Change %
+4.26%
% of All Funds
7.78%
Holding in Top 10
28
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.5%
% of All Funds
0.41%
New
62
Increased
153
Reduced
253
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IFWM
251
Institute for Wealth Management
Colorado
$1.12M
OWA
252
Octavia Wealth Advisors
Ohio
$1.12M -$506K -11,115 -31%
SFC
253
Strategic Financial Concepts
Texas
$1.1M -$46.1M -1,013,966 -98%
TSWM
254
Tyler-Stone Wealth Management
Ohio
$1.09M +$480K +10,543 +78%
Natixis Advisors
255
Natixis Advisors
Massachusetts
$1.09M -$202K -4,437 -16%
PWM
256
Purus Wealth Management
California
$1.09M +$33.3K +731 +3%
FIA
257
Foundations Investment Advisors
Arizona
$1.09M -$5.05K -111 -0.5%
KWA
258
Kingswood Wealth Advisors
California
$1.07M +$414K +9,104 +63%
IAN
259
Integrated Advisors Network
Texas
$1.05M -$66.5K -1,462 -6%
NFG
260
Nations Financial Group
Iowa
$1.02M +$34.3K +754 +3%
PFA
261
Pinnacle Family Advisors
Missouri
$1.02M -$37.1K -816 -3%
KFGK
262
Keystone Financial Group (Kentucky)
Kentucky
$1.02M +$1.02M +22,428 New
IAS
263
Insigneo Advisory Services
Florida
$1.01M -$20.9K -460 -2%
ATPW
264
Ashton Thomas Private Wealth
Arizona
$1.01M -$46.8K -1,029 -4%
AFG
265
ABLE Financial Group
Arizona
$993K -$30.9K -679 -3%
MOS
266
MGO One Seven
Ohio
$985K +$4.23K +93 +0.4%
CAPTRUST Financial Advisors
267
CAPTRUST Financial Advisors
North Carolina
$971K -$81.4K -1,790 -8%
AWA
268
Acorn Wealth Advisors
Michigan
$927K -$49.1K -1,080 -5%
EGM
269
Engineers Gate Manager
New York
$924K +$84.5K +1,857 +10%
Millennium Management
270
Millennium Management
New York
$918K -$1.4M -30,720 -60%
FHA
271
Flagship Harbor Advisors
Massachusetts
$907K +$907K +19,945 New
FAM
272
Formidable Asset Management
Ohio
$882K -$16.8K -370 -2%
TPWA
273
Twin Peaks Wealth Advisors
California
$861K +$88.6K +1,948 +11%
WH
274
Willner & Heller
California
$859K -$8.05K -177 -0.9%
CS
275
Capital Square
Tennessee
$858K +$46.4K +1,020 +6%