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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 %
Fifth Third Bancorp
376
Fifth Third Bancorp
Ohio
$387K -$25.6K -607 -6%
SFPG
377
Stonebridge Financial Planning Group
Florida
$384K
CW
378
CreativeOne Wealth
Kansas
$383K +$383K +9,063 New
WKSWA
379
White Knight Strategic Wealth Advisors
New Jersey
$378K -$108K -2,563 -22%
LA
380
LexAurum Advisors
Kansas
$368K +$507 +12 +0.1%
C
381
CEDRUS
Colorado
$367K -$5.45K -129 -1%
WW
382
Waterfront Wealth
Kansas
$367K -$29.6K -725 -7%
OSAM
383
O'Shaughnessy Asset Management
Connecticut
$363K +$81.7K +1,935 +29%
FA
384
Fermata Advisors
California
$363K
MCC
385
Money Concepts Capital
Florida
$358K +$4.65K +110 +1%
RWM
386
Ritholtz Wealth Management
New York
$347K +$49.9K +1,182 +17%
GPA
387
Guerra Pan Advisors
New Jersey
$345K +$8.74K +207 +3%
FIM
388
Freedom Investment Management
Connecticut
$335K -$33.3K -789 -9%
PIAS
389
PCA Investment Advisory Services
Ohio
$329K +$29.3K +693 +10%
SIAS
390
Summit Investment Advisory Services
Minnesota
$325K -$96.8K -2,293 -23%
RFN
391
RDA Financial Network
Iowa
$324K -$4.6K -109 -1%
CIBC Private Wealth Group
392
CIBC Private Wealth Group
Georgia
$324K +$324K +7,727 New
FGAM
393
Financial Gravity Asset Management
Texas
$319K +$155K +3,737 +94%
CFG
394
Citizens Financial Group
Rhode Island
$317K
GT
395
Greenleaf Trust
Michigan
$314K -$105K -2,478 -25%
OC
396
Opinicus Capital
Florida
$311K -$1.52K -36 -0.5%
BMC
397
Beaton Management Company
Massachusetts
$310K -$6.34K -150 -2%
QPW
398
Quantum Private Wealth
Florida
$309K -$16.3K -385 -5%
GWA
399
Gratus Wealth Advisors
Virginia
$305K -$11.2K -279 -4%
TA
400
TFB Advisors
Kansas
$305K +$305K +7,478 New