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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 %
SA
326
SpiderRock Advisors
Delaware
$590K +$590K +14,274 New
KWA
327
Kingswood Wealth Advisors
California
$590K -$155K -3,668 -21%
BFG
328
Bleakley Financial Group
New Jersey
$589K -$14.5K -344 -2%
4WM
329
49 Wealth Management
Texas
$581K +$39.8K +950 +7%
HSA
330
HBK Sorce Advisory
Pennsylvania
$577K +$143K +3,379 +33%
BFWM
331
Bright Futures Wealth Management
New York
$570K +$570K +13,973 New
TWM
332
TriaGen Wealth Management
California
$568K -$4.27K -101 -0.7%
TAM
333
Tucker Asset Management
Colorado
$564K +$20.5K +486 +4%
LWM
334
Laidlaw Wealth Management
New York
$564K +$53.8K +1,273 +11%
CG
335
Caprock Group
Idaho
$563K
VF
336
VitalStone Financial
Texas
$558K -$111K -2,627 -17%
KWS
337
Keystone Wealth Services
California
$558K -$4.1K -97 -0.7%
SWM
338
Shakespeare Wealth Management
Wisconsin
$552K
MFG
339
Merit Financial Group
Georgia
$552K -$261K -6,340 -32%
UCFA
340
United Capital Financial Advisors
Texas
$542K -$35K -828 -6%
HWP
341
Hibernia Wealth Partners
Louisiana
$539K +$6.67K +158 +1%
RIA
342
Regal Investment Advisors
Michigan
$532K -$41.6K -986 -7%
ASN
343
Advisory Services Network
Georgia
$531K -$218K -5,156 -29%
CCA
344
Cadent Capital Advisors
Oklahoma
$527K +$802 +19 +0.2%
PA
345
PSI Advisors
Florida
$519K -$6.94M -164,255 -93%
IWP
346
IAG Wealth Partners
Wisconsin
$513K -$1.73K -41 -0.3%
LT
347
Legacy Trust
Michigan
$506K -$3.59K -85 -0.7%
LSA
348
Lion Street Advisors
Texas
$502K
TIAA Trust, National Association
349
TIAA Trust, National Association
North Carolina
$494K +$199K +4,716 +67%
OPA
350
Old Port Advisors
Maine
$481K -$55.5K -1,314 -10%