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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 %
OL
376
Owen LaRue
Kentucky
$456K +$18.2K +417 +4%
GI
377
GAMMA Investing
California
$451K +$173K +3,960 +62%
MWM
378
Maridea Wealth Management
New York
$449K +$449K +10,290 New
SFP
379
Strategic Financial Partners
Oregon
$431K +$4.93K +113 +1%
MCCP
380
Mission Creek Capital Partners
California
$413K +$1.92K +44 +0.5%
PPP
381
Private Portfolio Partners
New Jersey
$411K +$96K +2,201 +31%
SAM
382
SignalPoint Asset Management
Missouri
$410K -$1.29M -29,579 -76%
WWA
383
Wealth Watch Advisors
Colorado
$410K +$410K +9,391 New
MPWS
384
McCarter Private Wealth Services
Massachusetts
$409K
FIM
385
Freedom Investment Management
Connecticut
$404K -$16.7K -382 -4%
MCC
386
Money Concepts Capital
Florida
$404K -$4.36K -100 -1%
EFG
387
Ehrlich Financial Group
California
$403K
MFG
388
Merit Financial Group
Georgia
$401K -$79K -1,811 -16%
MWM
389
MGB Wealth Management
Texas
$401K
CBB
390
Citizens Business Bank
California
$397K
IWP
391
IAG Wealth Partners
Wisconsin
$396K -$48.7K -1,117 -11%
WW
392
Waterfront Wealth
Kansas
$395K +$2.84K +65 +0.7%
NEWAS
393
N.E.W. Advisory Services
Wisconsin
$392K -$43.4K -995 -10%
CAP
394
Columbia Advisory Partners
Washington
$392K -$24K -550 -6%
SWM
395
SeaCrest Wealth Management
New York
$386K
TAM
396
Tucker Asset Management
Colorado
$385K -$31.9K -732 -8%
PI
397
PFG Investments
New York
$383K +$13.6K +312 +4%
SFPG
398
Stonebridge Financial Planning Group
Florida
$382K
MC
399
Moors & Cabot
Massachusetts
$381K -$18.2K -417 -5%
LA
400
LexAurum Advisors
Kansas
$381K +$524 +12 +0.1%