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First Trust Value Line Dividend Fund

516 hedge funds and large institutions have $5.67B invested in First Trust Value Line Dividend Fund in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 145 increasing their positions, 261 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
516
Holders Change
-16
Holders Change %
-3.01%
% of All Funds
7.51%
Holding in Top 10
32
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-27.27%
% of All Funds
0.47%
New
30
Increased
145
Reduced
261
Closed
38
Calls
$12K
Puts
Net Calls
+$12K
Net Calls Change
-$208K
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
401
Alta Wealth Advisors
Massachusetts
$251K +$41 +1 +0%
WFA
402
WMG Financial Advisors
Tennessee
$248K
CAG
403
Csenge Advisory Group
Florida
$247K +$6.32K +155 +3%
TA
404
TrueWealth Advisors
Alabama
$241K -$13K -319 -5%
PIAS
405
PCA Investment Advisory Services
Ohio
$240K -$77.1K -1,893 -24%
Fifth Third Bancorp
406
Fifth Third Bancorp
Ohio
$237K -$137K -3,352 -37%
PFM
407
Peak Financial Management
Massachusetts
$236K
AWM
408
Avior Wealth Management
Nebraska
$235K +$3.55K +87 +2%
CFS
409
Commonwealth Financial Services
West Virginia
$235K
WMA
410
West Michigan Advisors
Michigan
$234K +$7.46K +183 +3%
MW
411
Maia Wealth
Colorado
$230K +$230K +5,487 New
MWM
412
Maltin Wealth Management
New Jersey
$229K
NP
413
Nilsine Partners
Colorado
$228K
RFN
414
Redwood Financial Network
Ohio
$226K -$42.4K -1,041 -16%
WIA
415
World Investment Advisors
California
$225K +$225K +5,529 New
DWM
416
Darwin Wealth Management
Florida
$224K +$244 +6 +0.1%
APWA
417
Atlas Private Wealth Advisors
New Jersey
$223K +$223K +5,480 New
OPW
418
Oxler Private Wealth
New York
$222K +$1.51K +37 +0.7%
PCIA
419
Prime Capital Investment Advisors
Kansas
$219K -$8.48K -208 -4%
AA
420
ACT Advisors
North Carolina
$209K
CAG
421
Crestwood Advisors Group
Massachusetts
$206K +$206K +5,066 New
PB
422
Pinnacle Bancorp
Nebraska
$205K -$10.8K -265 -5%
GJWM
423
Gilliland Jeter Wealth Management
Arkansas
$203K +$285 +7 +0.1%
WCFA
424
Walkner Condon Financial Advisors
Wisconsin
$201K +$2K +49 +1%
SFP
425
Sweet Financial Partners
Minnesota
$200K +$5.71K +140 +3%