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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 %
SWM
351
SFG Wealth Management
Maryland
$438K +$728 +16 +0.2%
VF
352
VitalStone Financial
Texas
$435K -$101K -2,227 -19%
TAM
353
Tucker Asset Management
Colorado
$434K -$203K -4,458 -32%
BTI
354
Blue Trust Inc
Georgia
$434K +$3.26K +80 +0.8%
CAP
355
Columbia Advisory Partners
Washington
$433K -$2.32K -51 -0.5%
MCCP
356
Mission Creek Capital Partners
California
$428K +$3.64K +80 +0.9%
MPWS
357
McCarter Private Wealth Services
Massachusetts
$427K +$427K +9,382 New
MCC
358
Money Concepts Capital
Florida
$425K +$4.55K +100 +1%
EFG
359
Ehrlich Financial Group
California
$420K -$36.4K -800 -8%
AFP
360
Alpha Financial Partners
Kentucky
$420K +$420K +9,232 New
IA
361
Insight Advisors
Pennsylvania
$419K -$198K -4,358 -32%
MWM
362
MGB Wealth Management
Texas
$418K
MC
363
Moors & Cabot
Massachusetts
$416K -$45.8K -1,006 -10%
CBB
364
Citizens Business Bank
California
$414K +$414K +9,100 New
SA
365
SpiderRock Advisors
Delaware
$408K
VF
366
Virtu Financial
New York
$406K -$3.02M -66,399 -88%
WW
367
Waterfront Wealth
Kansas
$405K
NCFG
368
New Century Financial Group
New Jersey
$405K +$405K +8,895 New
SWM
369
SeaCrest Wealth Management
New York
$402K -$47.9K -1,053 -11%
SFPG
370
Stonebridge Financial Planning Group
Florida
$398K -$16K -352 -4%
LA
371
LexAurum Advisors
Kansas
$397K +$682 +15 +0.2%
CFG
372
Citizens Financial Group
Rhode Island
$394K +$591 +13 +0.2%
CL
373
Choreo LLC
Illinois
$393K +$393K +8,655 New
Qube Research & Technologies (QRT)
374
Qube Research & Technologies (QRT)
United Kingdom
$389K +$389K +8,557 New
OWA
375
Opal Wealth Advisors
New York
$387K -$3.32K -73 -0.9%