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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 %
CF
401
Convergence Financial
Missouri
$305K +$305K +6,715 New
GWA
402
Gratus Wealth Advisors
Virginia
$305K +$1.52K +34 +0.5%
Fisher Asset Management
403
Fisher Asset Management
Washington
$303K +$303K +6,660 New
JFGIW
404
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$299K +$299K +6,575 New
HWM
405
HB Wealth Management
Georgia
$296K -$98K -2,155 -25%
GI
406
GAMMA Investing
California
$290K
TA
407
TrueWealth Advisors
Alabama
$288K +$19.3K +424 +7%
SC
408
Sykon Capital
New York
$287K +$287K +6,320 New
DWP
409
Daymark Wealth Partners
Ohio
$287K -$3.23K -71 -1%
CIBC Private Wealth Group
410
CIBC Private Wealth Group
Georgia
$286K
CWP
411
Core Wealth Partners
California
$282K -$26.5K -582 -9%
APP
412
Avantax Planning Partners
Iowa
$282K
CAG
413
Csenge Advisory Group
Florida
$280K +$6.55K +145 +2%
WFA
414
WMG Financial Advisors
Tennessee
$277K
Fifth Third Bancorp
415
Fifth Third Bancorp
Ohio
$276K +$11.7K +258 +4%
TIAA Trust, National Association
416
TIAA Trust, National Association
North Carolina
$276K -$66.6K -1,463 -19%
TSS
417
Two Sigma Securities
New York
$272K -$763K -16,768 -74%
PIAS
418
PCA Investment Advisory Services
Ohio
$269K +$682 +15 +0.3%
CWP
419
Cyndeo Wealth Partners
Florida
$265K +$265K +5,823 New
Tudor Investment Corp
420
Tudor Investment Corp
Connecticut
$264K -$19.9K -437 -7%
PFM
421
Peak Financial Management
Massachusetts
$264K
CFS
422
Commonwealth Financial Services
West Virginia
$263K
AAS
423
Asset Allocation Strategies
Michigan
$258K +$258K +5,669 New
WCFA
424
Walkner Condon Financial Advisors
Wisconsin
$257K +$33.2K +729 +15%
AWA
425
Alta Wealth Advisors
Massachusetts
$257K -$23.6K -519 -8%