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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 %
CAPTRUST Financial Advisors
276
CAPTRUST Financial Advisors
North Carolina
$1.01M +$77.6K +1,778 +8%
MLRA
277
Main Line Retirement Advisors
Montana
$993K -$210K -4,816 -17%
AQR Capital Management
278
AQR Capital Management
Connecticut
$965K +$425K +9,737 +79%
IWM
279
IMG Wealth Management
Florida
$962K +$962K +22,043 New
ATPW
280
Ashton Thomas Private Wealth
Arizona
$962K -$10.7K -245 -1%
PFA
281
Pinnacle Family Advisors
Missouri
$960K -$22.2K -508 -2%
NFG
282
Nations Financial Group
Iowa
$945K -$38.1K -872 -4%
SC
283
Sykon Capital
New York
$918K +$642K +14,705 +233%
HIW
284
Holos Integrated Wealth
Pennsylvania
$916K +$916K +20,995 New
IAN
285
Integrated Advisors Network
Texas
$910K -$100K -2,299 -10%
SH
286
SLT Holdings
Arizona
$899K +$899K +20,604 New
MOS
287
MGO One Seven
Ohio
$886K -$59.4K -1,362 -6%
TPWA
288
Twin Peaks Wealth Advisors
California
$848K +$21.9K +502 +3%
USCWA
289
U.S. Capital Wealth Advisors
Texas
$843K +$508K +11,635 +151%
AWM
290
Apollon Wealth Management
South Carolina
$842K +$180K +4,133 +27%
ACP
291
Argyle Capital Partners
California
$836K +$836K +19,155 New
WH
292
Willner & Heller
California
$832K +$8.73K +200 +1%
FAM
293
Formidable Asset Management
Ohio
$830K -$16.5K -377 -2%
TWM
294
Topsail Wealth Management
North Carolina
$824K +$824K +18,887 New
Natixis Advisors
295
Natixis Advisors
Massachusetts
$807K -$238K -5,454 -23%
LWP
296
LeClair Wealth Partners
Ohio
$806K +$806K +18,461 New
CG
297
Caprock Group
Idaho
$800K
AWA
298
Acorn Wealth Advisors
Michigan
$784K -$106K -2,425 -12%
FHA
299
Flagship Harbor Advisors
Massachusetts
$776K -$94.3K -2,161 -11%
WIA
300
Wetzel Investment Advisors
Indiana
$773K -$4.45K -102 -0.6%