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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 %
AWA
276
Acorn Wealth Advisors
Michigan
$928K +$14.2K +336 +2%
BBA
277
Braun-Bostich & Associates
Pennsylvania
$917K -$330K -7,825 -26%
NB
278
NBT Bank
New York
$868K -$127K -3,007 -13%
WH
279
Willner & Heller
California
$856K +$29.6K +701 +4%
KFGK
280
Keystone Financial Group (Kentucky)
Kentucky
$842K +$17.4K +411 +2%
FTUS
281
Flow Traders U.S.
New York
$827K -$2.9M -68,529 -78%
Jones Financial Companies
282
Jones Financial Companies
Missouri
$815K +$631K +14,934 +342%
BNP Paribas Financial Markets
283
BNP Paribas Financial Markets
France
$807K +$807K +19,099 New
EP
284
Eudaimonia Partners
Tennessee
$804K -$1.24M -29,337 -61%
IWA
285
Icon Wealth Advisors
Texas
$790K -$87.9K -2,082 -10%
SIG
286
Sargent Investment Group
Maryland
$785K -$29.4K -695 -4%
TFP
287
Traction Financial Partners
Wyoming
$779K -$126K -3,001 -14%
RIA
288
Realta Investment Advisors
Delaware
$772K -$132K -3,125 -15%
WIA
289
Wetzel Investment Advisors
Indiana
$767K -$25K -622 -3%
IWA
290
Inspirion Wealth Advisors
Illinois
$765K -$55.5K -1,314 -7%
LAS
291
LWM Advisory Services
Florida
$756K +$507 +12 +0.1%
FAM
292
Formidable Asset Management
Ohio
$756K +$756K +17,899 New
BEI
293
Benjamin Edwards Inc
Missouri
$749K -$1.84M -43,493 -71%
EWA
294
Encompass Wealth Advisors
Oregon
$739K
RFP
295
Root Financial Partners
California
$731K -$354K -8,372 -33%
TFM
296
Trademark Financial Management
Minnesota
$726K -$145K -3,427 -17%
MMHP
297
Murphy Middleton Hinkle & Parker
Georgia
$725K +$2.03K +48 +0.3%
CS
298
Capital Square
Tennessee
$722K +$722K +17,096 New
SF
299
Synovus Financial
Georgia
$722K +$26.4K +624 +4%
Focus Partners Wealth
300
Focus Partners Wealth
Massachusetts
$721K +$721K +17,072 New