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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 %
CWP
401
Core Wealth Partners
California
$303K +$45.4K +1,076 +18%
EAM
402
Evanson Asset Management
California
$303K
CRC
403
Curi RMB Capital
Illinois
$297K +$297K +7,039 New
SPWM
404
Schrum Private Wealth Management
Florida
$296K
KWM
405
Keebeck Wealth Management
Illinois
$293K
WFS
406
Weitzel Financial Services
Iowa
$291K -$4.4K -105 -1%
Tudor Investment Corp
407
Tudor Investment Corp
Connecticut
$290K +$290K +6,870 New
OL
408
Owen LaRue
Kentucky
$289K -$13.1K -311 -4%
TCWM
409
Total Clarity Wealth Management
Illinois
$288K +$8.95K +212 +3%
WP
410
WealthPLAN Partners
Nebraska
$283K -$558K -13,217 -66%
RFN
411
Redwood Financial Network
Ohio
$278K -$62K -1,467 -18%
RPGK
412
Retirement Planning Group (Kansas)
Kansas
$278K +$27.2K +645 +11%
HWM
413
HB Wealth Management
Georgia
$273K -$13.6K -322 -5%
TSS
414
Two Sigma Securities
New York
$273K +$273K +6,457 New
DWP
415
Daymark Wealth Partners
Ohio
$267K +$4.18K +99 +2%
PPP
416
Private Portfolio Partners
New Jersey
$264K +$1.35K +32 +0.5%
TA
417
TrueWealth Advisors
Alabama
$263K -$121K -2,873 -32%
DAS
418
Diversify Advisory Services
Utah
$262K +$262K +6,265 New
AWA
419
Alta Wealth Advisors
Massachusetts
$261K +$84 +2 +0%
WFA
420
WMG Financial Advisors
Tennessee
$257K +$16.3K +387 +7%
PWM
421
Prosperity Wealth Management
California
$256K +$256K +6,053 New
BF
422
BOK Financial
Oklahoma
$256K
GI
423
GAMMA Investing
California
$253K
SFG
424
Sovereign Financial Group
Connecticut
$252K -$41.5K -982 -14%
CAG
425
Csenge Advisory Group
Florida
$249K +$971 +23 +0.4%