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First Trust Value Line Dividend Fund

516 hedge funds and large institutions have $5.67B invested in First Trust Value Line Dividend Fund in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 145 increasing their positions, 261 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
516
Holders Change
-16
Holders Change %
-3.01%
% of All Funds
7.51%
Holding in Top 10
32
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-27.27%
% of All Funds
0.47%
New
30
Increased
145
Reduced
261
Closed
38
Calls
$12K
Puts
Net Calls
+$12K
Net Calls Change
-$208K
Name Holding Trade Value Shares
Change
Shares
Change %
CS
276
Capital Square
Tennessee
$758K +$32K +754 +4%
EGM
277
Engineers Gate Manager
New York
$752K +$752K +18,458 New
GM
278
GeoWealth Management
Illinois
$735K +$71.2K +1,747 +11%
SIG
279
Sargent Investment Group
Maryland
$733K -$23.8K -585 -3%
LAS
280
LWM Advisory Services
Florida
$730K +$285 +7 +0%
LMKC
281
L.M. Kohn & Company
Ohio
$715K -$290K -7,126 -29%
EWA
282
Encompass Wealth Advisors
Oregon
$713K
IWA
283
Icon Wealth Advisors
Texas
$711K -$98.5K -2,275 -12%
MMHP
284
Murphy Middleton Hinkle & Parker
Georgia
$701K +$1.18K +29 +0.2%
IWA
285
Inspirion Wealth Advisors
Illinois
$700K -$38.7K -950 -5%
CRWM
286
Castle Rock Wealth Management
California
$698K
TPWA
287
Twin Peaks Wealth Advisors
California
$692K
FWA
288
FSC Wealth Advisors
New York
$691K +$29.7K +730 +4%
MSAM
289
Moloney Securities Asset Management
Missouri
$685K +$50.7K +1,243 +8%
SMA
290
Sage Mountain Advisors
Georgia
$670K -$19.3K -474 -3%
UAG
291
United Advisor Group
Ohio
$664K -$258K -6,334 -28%
FTUS
292
Flow Traders U.S.
New York
$664K -$134K -3,286 -17%
RFP
293
Root Financial Partners
California
$648K -$56.9K -1,397 -8%
CWA
294
Clarus Wealth Advisors
Arizona
$646K -$54K -1,321 -8%
TFM
295
Trademark Financial Management
Minnesota
$630K -$71.2K -1,748 -10%
BWP
296
Bernardo Wealth Planning
Pennsylvania
$627K -$21.9K -538 -3%
SAM
297
Strategy Asset Managers
California
$618K +$9.7K +242 +2%
TWM
298
Trueblood Wealth Management
Ohio
$612K
BEI
299
Benjamin Edwards Inc
Missouri
$607K -$116K -2,853 -16%
Pathstone Holdings
300
Pathstone Holdings
New Jersey
$605K