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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 %
CG
276
Caprock Group
Idaho
$834K +$227K +5,000 +37%
CFGS
277
Concourse Financial Group Securities
Alabama
$826K +$191K +4,209 +30%
SIG
278
Sargent Investment Group
Maryland
$819K
WIA
279
Wetzel Investment Advisors
Indiana
$810K -$58.6K -1,289 -7%
HH
280
Hilltop Holdings
Texas
$810K +$810K +17,800 New
IF
281
Integrity Financial
Wyoming
$809K -$82.7K -1,819 -9%
EWA
282
Encompass Wealth Advisors
Oregon
$796K
MSAM
283
Moloney Securities Asset Management
Missouri
$789K +$23.8K +523 +3%
T
284
Tidemark
California
$784K -$83.6K -1,838 -10%
MMHP
285
Murphy Middleton Hinkle & Parker
Georgia
$783K +$955 +21 +0.1%
CRWM
286
Castle Rock Wealth Management
California
$773K
FWA
287
FSC Wealth Advisors
New York
$769K -$2.41K -53 -0.3%
TFP
288
Traction Financial Partners
Wyoming
$753K -$46.2K -1,015 -6%
LAS
289
LWM Advisory Services
Florida
$751K -$64.2K -1,412 -8%
IWA
290
Icon Wealth Advisors
Texas
$747K
C
291
CEDRUS
Colorado
$737K +$341K +7,498 +86%
TWM
292
Trueblood Wealth Management
Ohio
$736K +$52.7K +1,159 +8%
SMA
293
Sage Mountain Advisors
Georgia
$728K -$20.2K -445 -3%
UAG
294
United Advisor Group
Ohio
$721K -$20.8K -458 -3%
M1FG
295
Mach-1 Financial Group
Arkansas
$703K +$91.8K +2,017 +15%
IWA
296
Inspirion Wealth Advisors
Illinois
$698K -$82.7K -1,819 -11%
CWA
297
Clarus Wealth Advisors
Arizona
$697K -$11K -245 -2%
AWM
298
Apollon Wealth Management
South Carolina
$689K +$20.6K +452 +3%
Pathstone Holdings
299
Pathstone Holdings
New Jersey
$683K +$7.51K +165 +1%
TFM
300
Trademark Financial Management
Minnesota
$676K -$26.9K -592 -4%