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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 %
FFA
376
Founders Financial Alliance
North Carolina
$387K -$2.23K -49 -0.6%
PI
377
PFG Investments
New York
$385K -$8.14K -179 -2%
RPGK
378
Retirement Planning Group (Kansas)
Kansas
$384K -$42.3K -929 -10%
GPA
379
Guerra Pan Advisors
New Jersey
$371K
FA
380
Fermata Advisors
California
$370K +$370K +8,143 New
WP
381
WealthPLAN Partners
Nebraska
$369K +$37.6K +827 +11%
QCG
382
Quadrant Capital Group
Ohio
$365K -$176K -3,871 -33%
CCG
383
Cypress Capital Group
Florida
$358K -$20.5K -450 -5%
OP
384
ORG Partners
Indiana
$357K +$45.5K +1,000 +15%
TA
385
TFB Advisors
Kansas
$355K +$14.8K +326 +4%
RFN
386
RDA Financial Network
Iowa
$353K
USCWA
387
U.S. Capital Wealth Advisors
Texas
$350K -$88.5K -1,946 -20%
TCWM
388
Total Clarity Wealth Management
Illinois
$336K -$4.78K -105 -1%
GT
389
Greenleaf Trust
Michigan
$336K +$10K +220 +3%
BMC
390
Beaton Management Company
Massachusetts
$333K -$455 -10 -0.1%
SIAS
391
Summit Investment Advisory Services
Minnesota
$329K +$329K +7,243 New
FCH
392
Freestone Capital Holdings
Washington
$329K +$329K +7,237 New
PPP
393
Private Portfolio Partners
New Jersey
$328K +$35.8K +788 +12%
Cerity Partners
394
Cerity Partners
New York
$325K -$19.2K -423 -6%
SFP
395
Sweet Financial Partners
Minnesota
$323K +$99.5K +2,188 +45%
CRC
396
Curi RMB Capital
Illinois
$320K
WFS
397
Weitzel Financial Services
Iowa
$315K
WMA
398
West Michigan Advisors
Michigan
$313K +$51.7K +1,137 +20%
WKSWA
399
White Knight Strategic Wealth Advisors
New Jersey
$313K -$69.7K -1,533 -18%
DAS
400
Diversify Advisory Services
Utah
$306K +$12.9K +285 +4%