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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 %
LWM
326
Laidlaw Wealth Management
New York
$648K +$9.16K +210 +1%
CCP
327
Clarity Capital Partners
California
$636K -$9.38K -215 -1%
CCAL
328
City Center Advisors LLC
Michigan
$623K -$546K -12,523 -47%
TFM
329
Trademark Financial Management
Minnesota
$620K -$28.8K -659 -4%
MA
330
Mezzasalma Advisors
New Jersey
$619K +$619K +14,186 New
BFG
331
Bleakley Financial Group
New Jersey
$606K -$3.54K -81 -0.6%
WKSWA
332
White Knight Strategic Wealth Advisors
New Jersey
$598K +$298K +6,839 +100%
PPWM
333
Perissos Private Wealth Management
Oklahoma
$598K -$524 -12 -0.1%
SAM
334
Strategy Asset Managers
California
$596K -$7.81K -179 -1%
CCC
335
Compass Capital Corp
Massachusetts
$595K +$595K +13,633 New
HSA
336
HBK Sorce Advisory
Pennsylvania
$591K +$916 +21 +0.2%
SNWA
337
Siligmueller & Norvid Wealth Advisors
Illinois
$591K +$591K +13,547 New
BTI
338
Blue Trust Inc
Georgia
$589K +$124K +2,845 +27%
GAA
339
Global Assets Advisory
Florida
$587K -$36.9K -850 -6%
TWM
340
TriaGen Wealth Management
California
$585K
MIM
341
MTM Investment Management
South Carolina
$580K -$17.9K -410 -3%
LAS
342
LWM Advisory Services
Florida
$579K -$141K -3,241 -20%
CF
343
Centaurus Financial
California
$577K +$479K +10,967 +487%
AAS
344
Asset Allocation Strategies
Michigan
$576K +$324K +7,293 +129%
OSAM
345
O'Shaughnessy Asset Management
Connecticut
$576K +$42.3K +970 +8%
SWM
346
Shakespeare Wealth Management
Wisconsin
$564K -$6.63K -152 -1%
RPGK
347
Retirement Planning Group (Kansas)
Kansas
$556K +$188K +4,301 +51%
LT
348
Legacy Trust
Michigan
$550K -$21.6K -495 -4%
UAG
349
United Advisor Group
Ohio
$550K -$142K -3,244 -20%
LSA
350
Lion Street Advisors
Texas
$531K +$567 +13 +0.1%