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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 %
QCG
351
Quadrant Capital Group
Ohio
$479K -$51.9K -1,230 -10%
BIP
352
Blueprint Investment Partners
North Carolina
$475K +$7.1K +168 +2%
BSW
353
Buckingham Strategic Wealth
Missouri
$467K +$45.9K +1,088 +11%
Cerity Partners
354
Cerity Partners
New York
$466K -$37.3K -882 -7%
CCG
355
Cypress Capital Group
Florida
$463K -$31.6K -748 -6%
AIC
356
Archer Investment Corporation
Indiana
$460K
SA
357
Skyline Advisors
Washington
$457K +$3.89K +92 +0.9%
BTI
358
Blue Trust Inc
Georgia
$446K
KP
359
Keel Point
Alabama
$444K +$115K +2,728 +35%
SF
360
Summit Financial
New Jersey
$439K +$88.5K +2,095 +25%
SFP
361
Strategic Financial Partners
Oregon
$438K -$37.7K -892 -8%
CCP
362
Clarity Capital Partners
California
$437K +$92.2K +2,184 +27%
MC
363
Moors & Cabot
Massachusetts
$436K +$14.3K +338 +3%
M1FG
364
Mach-1 Financial Group
Arkansas
$432K -$5.54M -131,078 -93%
EFG
365
Ehrlich Financial Group
California
$424K -$3.97K -94 -0.9%
BAM
366
Bellevue Asset Management
Washington
$423K -$1.17M -27,633 -73%
SWM
367
SeaCrest Wealth Management
New York
$418K -$74.7K -1,768 -15%
PI
368
PFG Investments
New York
$409K +$409K +9,682 New
USCWA
369
U.S. Capital Wealth Advisors
Texas
$406K +$87.5K +2,072 +27%
SWM
370
SFG Wealth Management
Maryland
$406K +$49.3K +1,167 +14%
OWA
371
Opal Wealth Advisors
New York
$402K +$14.1K +335 +4%
CAP
372
Columbia Advisory Partners
Washington
$397K -$2.03K -48 -0.5%
MCCP
373
Mission Creek Capital Partners
California
$394K -$12.7K -300 -3%
SC
374
Sykon Capital
New York
$390K +$85.6K +2,026 +28%
MWM
375
MGB Wealth Management
Texas
$388K