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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 %
TPWA
301
Twin Peaks Wealth Advisors
California
$717K -$26.7K -632 -4%
MOS
302
MGO One Seven
Ohio
$716K -$35.7K -846 -5%
SMA
303
Sage Mountain Advisors
Georgia
$715K -$41.9K -992 -6%
TSWM
304
Tyler-Stone Wealth Management
Ohio
$705K -$160K -3,797 -19%
CWA
305
Clarus Wealth Advisors
Arizona
$702K -$4.91K -120 -0.7%
CRWM
306
Castle Rock Wealth Management
California
$702K
PD
307
Planning Directions
Pennsylvania
$700K -$108K -2,568 -13%
DAM
308
Derbend Asset Management
Georgia
$692K -$46.2K -1,094 -6%
GM
309
GeoWealth Management
Illinois
$688K -$708K -16,768 -51%
FWA
310
FSC Wealth Advisors
New York
$686K +$26.4K +625 +4%
P
311
&Partners
Tennessee
$678K +$678K +16,060 New
BWP
312
Bernardo Wealth Planning
Pennsylvania
$672K +$169 +4 +0%
AWM
313
Apollon Wealth Management
South Carolina
$658K +$263K +6,238 +67%
MSAM
314
Moloney Securities Asset Management
Missouri
$658K -$10.5K -249 -2%
SAM
315
Strategy Asset Managers
California
$641K -$24.4K -578 -4%
TWM
316
Trueblood Wealth Management
Ohio
$634K
Pathstone Holdings
317
Pathstone Holdings
New Jersey
$627K +$2.58K +61 +0.4%
IA
318
Insight Advisors
Pennsylvania
$624K -$63.3K -1,499 -9%
CFGS
319
Concourse Financial Group Securities
Alabama
$620K -$129K -3,060 -17%
NEWAS
320
N.E.W. Advisory Services
Wisconsin
$619K -$10.5K -249 -2%
GWA
321
GGM Wealth Advisors
Maryland
$617K -$11.1K -267 -2%
PPWM
322
Perissos Private Wealth Management
Oklahoma
$605K +$605K +14,330 New
MIM
323
MTM Investment Management
South Carolina
$602K -$7.14K -169 -1%
PFA
324
Plotkin Financial Advisors
Maryland
$594K -$24.6K -583 -4%
PFA
325
Pinnacle Family Advisors
Missouri
$590K +$10.9K +258 +2%