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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 %
BF
426
BOK Financial
Oklahoma
$247K
CWP
427
Core Wealth Partners
California
$247K +$247K +6,092 New
CA
428
Cornerstone Advisory
Maryland
$243K
GJWM
429
Gilliland Jeter Wealth Management
Arkansas
$242K +$242K +5,977 New
GI
430
GAMMA Investing
California
$242K +$242K +6,002 New
AA
431
ACT Advisors
North Carolina
$241K -$17.9K -441 -7%
RPGK
432
Retirement Planning Group (Kansas)
Kansas
$241K -$1.7K -42 -0.7%
CAG
433
Csenge Advisory Group
Florida
$238K -$37.8K -932 -14%
TCA
434
Transcend Capital Advisors
New Jersey
$236K -$121K -2,986 -34%
PFM
435
Peak Financial Management
Massachusetts
$235K
CFS
436
Commonwealth Financial Services
West Virginia
$235K
FFA
437
Founders Financial Alliance
North Carolina
$233K +$7.34K +181 +3%
AWM
438
Axxcess Wealth Management
California
$232K -$339K -8,363 -59%
CAAS
439
Capital Asset Advisory Services
Michigan
$232K -$329K -8,120 -59%
WFA
440
WMG Financial Advisors
Tennessee
$232K -$3.53K -87 -2%
DWMG
441
DB Wealth Management Group
California
$228K -$7.1K -175 -3%
MWM
442
Maltin Wealth Management
New Jersey
$228K
NP
443
Nilsine Partners
Colorado
$227K -$20.3K -500 -8%
PCIA
444
Prime Capital Investment Advisors
Kansas
$226K -$1.22K -30 -0.5%
PB
445
Pinnacle Bancorp
Nebraska
$224K +$46.6K +1,148 +26%
OPW
446
Oxler Private Wealth
New York
$219K +$1.58K +39 +0.7%
ST
447
Smithfield Trust
Pennsylvania
$218K +$218K +5,375 New
MIC
448
Means Investment Company
Maine
$214K -$71.3K -1,758 -25%
SS
449
Sunbelt Securities
Texas
$184K +$933 +23 +0.5%
Jones Financial Companies
450
Jones Financial Companies
Missouri
$177K +$121K +2,975 +215%