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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 %
OP
401
ORG Partners
Indiana
$289K +$244K +6,024 +550%
WFS
402
Weitzel Financial Services
Iowa
$288K -$19.9K -488 -6%
PIAS
403
PCA Investment Advisory Services
Ohio
$288K -$348K -8,574 -55%
CWM
404
Curi Wealth Management
North Carolina
$286K
RWM
405
Ritholtz Wealth Management
New York
$285K -$41.1K -1,013 -13%
SPWM
406
Schrum Private Wealth Management
Florida
$284K
TIAA Trust, National Association
407
TIAA Trust, National Association
North Carolina
$283K +$36.5K +899 +15%
CWA
408
Centennial Wealth Advisory
Michigan
$283K -$135K -3,319 -32%
SFG
409
Sovereign Financial Group
Connecticut
$282K -$84K -2,070 -23%
KWM
410
Keebeck Wealth Management
Illinois
$281K
HWM
411
HB Wealth Management
Georgia
$276K +$527 +13 +0.2%
PA
412
Prism Advisors
California
$273K -$12.6K -311 -4%
AWM
413
Avior Wealth Management
Nebraska
$272K -$626K -15,425 -70%
MSFS
414
Main Street Financial Solutions
Pennsylvania
$271K -$8.11K -200 -3%
OSAM
415
O'Shaughnessy Asset Management
Connecticut
$270K +$23.6K +581 +10%
PFP
416
Paragon Financial Partners
California
$270K
TCWM
417
Total Clarity Wealth Management
Illinois
$268K +$5.23K +129 +2%
DWM
418
Darwin Wealth Management
Florida
$256K -$270K -6,646 -51%
MIFH
419
Migdal Insurance & Financial Holdings
Israel
$256K +$13K +322 +5%
WFAG
420
Worth Financial Advisory Group
North Carolina
$256K +$256K +6,308 New
DWP
421
Daymark Wealth Partners
Ohio
$253K -$31.7K -782 -11%
PPP
422
Private Portfolio Partners
New Jersey
$252K +$6.04K +149 +2%
AWA
423
Alta Wealth Advisors
Massachusetts
$250K -$896K -22,084 -78%
TCFP
424
Treasure Coast Financial Planning
Florida
$248K
SA
425
SFI Advisors
New Jersey
$248K +$248K +6,106 New