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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 %
KWS
351
Keystone Wealth Services
California
$531K +$87 +2 +0%
PCS
352
Private Client Services
Kentucky
$531K +$9.99K +229 +2%
CCA
353
Cadent Capital Advisors
Oklahoma
$528K +$1K +23 +0.2%
PFA
354
Plotkin Financial Advisors
Maryland
$521K
RFP
355
Root Financial Partners
California
$516K -$88.9K -2,037 -15%
4A
356
4Wealth Advisors
Illinois
$515K +$515K +11,810 New
GWA
357
GGM Wealth Advisors
Maryland
$515K -$69.3K -1,589 -12%
BWP
358
Bernardo Wealth Planning
Pennsylvania
$511K -$90.5K -2,125 -15%
PD
359
Planning Directions
Pennsylvania
$506K -$41.5K -952 -8%
First Trust Advisors
360
First Trust Advisors
Illinois
$506K +$313K +7,176 +162%
GS
361
GTS Securities
New York
$499K +$499K +11,445 New
KP
362
Keel Point
Alabama
$496K +$2.01K +46 +0.4%
UCFA
363
United Capital Financial Advisors
Texas
$495K +$13.2K +302 +3%
BAM
364
Bellevue Asset Management
Washington
$489K +$12.1K +277 +3%
4WM
365
49 Wealth Management
Texas
$484K -$75.1K -1,722 -13%
ASN
366
Advisory Services Network
Georgia
$481K -$60.6K -1,388 -11%
SF
367
Summit Financial
New Jersey
$479K +$17K +390 +4%
CW
368
CreativeOne Wealth
Kansas
$478K -$11.8K -270 -2%
PA
369
PSI Advisors
Florida
$477K
AIC
370
Archer Investment Corporation
Indiana
$476K
EFG
371
Elios Financial Group
Ohio
$467K -$31.2K -715 -6%
M1FG
372
Mach-1 Financial Group
Arkansas
$464K -$210K -4,823 -31%
OPA
373
Old Port Advisors
Maine
$459K -$10.1K -232 -2%
SWM
374
SFG Wealth Management
Maryland
$459K +$38.5K +883 +9%
CFD
375
Creative Financial Designs
Indiana
$458K -$40.7K -932 -8%