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First Trust Value Line Dividend Fund

528 hedge funds and large institutions have $8.02B invested in First Trust Value Line Dividend Fund in 2023 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 137 increasing their positions, 262 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
528
Holders Change
+21
Holders Change %
+4.14%
% of All Funds
7.74%
Holding in Top 10
52
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.96%
% of All Funds
0.76%
New
71
Increased
137
Reduced
262
Closed
45
Calls
$211K
Puts
Net Calls
+$211K
Net Calls Change
+$218K
Name Holding Trade Value Shares
Change
Shares
Change %
FIM
376
Freedom Investment Management
Connecticut
$354K +$112K +2,756 +46%
LA
377
LexAurum Advisors
Kansas
$353K -$608 -15 -0.2%
CAM
378
Concorde Asset Management
Michigan
$353K +$72.8K +1,796 +26%
FA
379
Fermata Advisors
California
$348K
SWM
380
SFG Wealth Management
Maryland
$342K -$19.5K -482 -5%
MCC
381
Money Concepts Capital
Florida
$340K +$340K +8,373 New
SF
382
Summit Financial
New Jersey
$337K
WEG
383
World Equity Group
Illinois
$332K -$438K -10,793 -57%
CCP
384
Clarity Capital Partners
California
$331K +$331K +8,173 New
RFN
385
Redwood Financial Network
Ohio
$327K -$18.3K -452 -5%
GPA
386
Guerra Pan Advisors
New Jersey
$323K -$608 -15 -0.2%
VF
387
Virtu Financial
New York
$320K -$1.27M -31,322 -80%
GWA
388
Gratus Wealth Advisors
Virginia
$320K +$320K +7,887 New
CWC
389
Carolinas Wealth Consulting
North Carolina
$318K -$568K -14,000 -64%
KP
390
Keel Point
Alabama
$316K +$17.9K +441 +6%
RFN
391
RDA Financial Network
Iowa
$315K
QPW
392
Quantum Private Wealth
Florida
$313K
USCWA
393
U.S. Capital Wealth Advisors
Texas
$306K +$162 +4 +0.1%
CFG
394
Citizens Financial Group
Rhode Island
$304K
BMC
395
Beaton Management Company
Massachusetts
$304K -$812 -20 -0.3%
OC
396
Opinicus Capital
Florida
$300K +$300K +7,396 New
SC
397
Sykon Capital
New York
$293K -$249K -6,138 -46%
EAM
398
Evanson Asset Management
California
$291K +$291K +7,167 New
OL
399
Owen LaRue
Kentucky
$290K -$4.26K -105 -1%
LCWP
400
Legacy Capital Wealth Partners
Arkansas
$290K -$8.54M -210,523 -97%