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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 %
MSAM
301
Moloney Securities Asset Management
Missouri
$772K +$15.7K +359 +2%
IF
302
Integrity Financial
Wyoming
$769K -$7.03K -161 -0.9%
EWA
303
Encompass Wealth Advisors
Oregon
$764K
TWM
304
Trueblood Wealth Management
Ohio
$754K +$47.4K +1,086 +7%
HH
305
Hilltop Holdings
Texas
$746K -$31.2K -716 -4%
AA
306
Armis Advisers
Georgia
$745K +$745K +17,068 New
T
307
Tidemark
California
$741K -$10.9K -250 -1%
FWA
308
FSC Wealth Advisors
New York
$738K
MMHP
309
Murphy Middleton Hinkle & Parker
Georgia
$736K -$15.4K -354 -2%
VWS
310
Virtus Wealth Solutions
New Jersey
$730K +$730K +16,729 New
SIG
311
Sargent Investment Group
Maryland
$726K -$45.9K -1,070 -6%
CRWM
312
Castle Rock Wealth Management
California
$721K -$44.5K -1,000 -6%
IWA
313
Icon Wealth Advisors
Texas
$717K
AAP
314
Arax Advisory Partners
Colorado
$709K +$709K +16,251 New
IAS
315
Insigneo Advisory Services
Florida
$707K -$266K -6,086 -27%
Kovitz Investment Group Partners
316
Kovitz Investment Group Partners
Illinois
$688K +$12K +276 +2%
TFP
317
Traction Financial Partners
Wyoming
$687K -$34.6K -793 -5%
PWM
318
PMG Wealth Management
Illinois
$668K +$668K +15,316 New
SMA
319
Sage Mountain Advisors
Georgia
$666K -$32.3K -740 -5%
CFGS
320
Concourse Financial Group Securities
Alabama
$661K -$142K -3,214 -18%
Susquehanna International Group
321
Susquehanna International Group
Pennsylvania
$660K -$1.67M -38,348 -72%
Pathstone Holdings
322
Pathstone Holdings
New Jersey
$659K +$3.84K +88 +0.6%
IWA
323
Inspirion Wealth Advisors
Illinois
$659K -$6.06K -140 -0.9%
SIM
324
Synergy Investment Management
Florida
$650K +$650K +14,889 New
CWA
325
Clarus Wealth Advisors
Arizona
$649K -$19.7K -459 -3%