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First Trust Value Line Dividend Fund

528 hedge funds and large institutions have $8.02B invested in First Trust Value Line Dividend Fund in 2023 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 137 increasing their positions, 262 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
528
Holders Change
+21
Holders Change %
+4.14%
% of All Funds
7.74%
Holding in Top 10
52
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.96%
% of All Funds
0.76%
New
71
Increased
137
Reduced
262
Closed
45
Calls
$211K
Puts
Net Calls
+$211K
Net Calls Change
+$218K
Name Holding Trade Value Shares
Change
Shares
Change %
MFG
326
Mainsail Financial Group
Washington
$577K -$6.76M -168,120 -92%
PFA
327
Pinnacle Family Advisors
Missouri
$557K -$13.5K -332 -2%
UCFA
328
United Capital Financial Advisors
Texas
$554K -$29.1K -718 -5%
RIA
329
Regal Investment Advisors
Michigan
$551K +$933 +23 +0.2%
GAA
330
Global Assets Advisory
Florida
$550K -$10.4K -255 -2%
TWM
331
TriaGen Wealth Management
California
$549K -$84.1K -2,074 -13%
CG
332
Caprock Group
Idaho
$541K
CSPIA
333
Cary Street Partners Investment Advisory
Virginia
$541K +$541K +13,330 New
KWS
334
Keystone Wealth Services
California
$540K -$34.4K -849 -6%
GW
335
GW & Wade
Massachusetts
$533K +$4.05K +100 +0.8%
SWM
336
Shakespeare Wealth Management
Wisconsin
$531K -$9.49K -234 -2%
4WM
337
49 Wealth Management
Texas
$524K +$524K +12,922 New
TAM
338
Tucker Asset Management
Colorado
$522K -$20.4K -503 -4%
OPA
339
Old Port Advisors
Maine
$515K -$4.22K -104 -0.8%
HWP
340
Hibernia Wealth Partners
Louisiana
$512K -$79.9K -1,971 -14%
QCG
341
Quadrant Capital Group
Ohio
$510K -$110K -2,724 -18%
CCA
342
Cadent Capital Advisors
Oklahoma
$505K +$1.18K +29 +0.2%
CA
343
CoreCap Advisors
Michigan
$502K +$68.8K +1,697 +16%
LSA
344
Lion Street Advisors
Texas
$502K +$608 +15 +0.1%
IWP
345
IAG Wealth Partners
Wisconsin
$495K -$54.8K -1,350 -10%
LWM
346
Laidlaw Wealth Management
New York
$490K -$46K -1,134 -9%
LT
347
Legacy Trust
Michigan
$489K
Cerity Partners
348
Cerity Partners
New York
$483K +$483K +11,908 New
CCG
349
Cypress Capital Group
Florida
$475K -$119K -2,930 -20%
SWM
350
SeaCrest Wealth Management
New York
$471K -$10.4K -258 -2%