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First Trust Value Line Dividend Fund

538 hedge funds and large institutions have $5.98B invested in First Trust Value Line Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 153 increasing their positions, 253 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
538
Holders Change
+22
Holders Change %
+4.26%
% of All Funds
7.78%
Holding in Top 10
28
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.5%
% of All Funds
0.41%
New
62
Increased
153
Reduced
253
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CCA
326
Cadent Capital Advisors
Oklahoma
$550K -$10K -220 -2%
PFA
327
Plotkin Financial Advisors
Maryland
$543K -$54.3K -1,194 -9%
PCS
328
Private Client Services
Kentucky
$543K +$238K +5,238 +78%
RWM
329
Ritholtz Wealth Management
New York
$534K +$210K +4,618 +65%
HAS
330
HBW Advisory Services
California
$532K -$4.4M -96,787 -89%
CFD
331
Creative Financial Designs
Indiana
$520K -$356K -7,815 -41%
EFG
332
Elios Financial Group
Ohio
$519K +$519K +11,406 New
BIP
333
Blueprint Investment Partners
North Carolina
$516K +$2.59K +57 +0.5%
KP
334
Keel Point
Alabama
$515K +$14.9K +327 +3%
CW
335
CreativeOne Wealth
Kansas
$510K +$510K +11,213 New
ASN
336
Advisory Services Network
Georgia
$506K
UCFA
337
United Capital Financial Advisors
Texas
$502K -$72.3K -1,589 -13%
MFG
338
Merit Financial Group
Georgia
$500K +$25.1K +551 +5%
BAM
339
Bellevue Asset Management
Washington
$497K +$25.8K +568 +5%
PA
340
PSI Advisors
Florida
$497K -$38.2K -840 -7%
AIC
341
Archer Investment Corporation
Indiana
$496K
SA
342
Skyline Advisors
Washington
$491K -$1.46K -32 -0.3%
OPA
343
Old Port Advisors
Maine
$489K
SF
344
Summit Financial
New Jersey
$482K
IWP
345
IAG Wealth Partners
Wisconsin
$463K -$65.3K -1,435 -12%
OL
346
Owen LaRue
Kentucky
$457K +$118K +2,603 +35%
NEWAS
347
N.E.W. Advisory Services
Wisconsin
$454K -$10.1K -221 -2%
Two Sigma Advisers
348
Two Sigma Advisers
New York
$450K +$450K +9,900 New
SFP
349
Strategic Financial Partners
Oregon
$444K +$15.9K +349 +4%
FIM
350
Freedom Investment Management
Connecticut
$439K -$76K -1,671 -15%