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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 %
MIA
426
MMBG Investment Advisors
Florida
$200K
SS
427
Sunbelt Securities
Texas
$197K +$11.5K +282 +6%
GWP
428
Gen-Wealth Partners
Michigan
$174K -$6.8K -167 -4%
MIFH
429
Migdal Insurance & Financial Holdings
Israel
$165K -$67K -1,640 -29%
GLR
430
Great Lakes Retirement
Ohio
$144K +$144K +3,501 New
VAMG
431
Voisard Asset Management Group
Michigan
$130K
TCOV
432
Trust Company of Vermont
Vermont
$130K
CA
433
Clearstead Advisors
Ohio
$128K
ADL
434
Asset Dedication LLC
California
$126K -$3.91K -96 -3%
SIS
435
Sound Income Strategies
Florida
$116K +$115K +2,821 +20,150%
CA
436
CoreCap Advisors
Michigan
$112K +$35.5K +872 +46%
MSWM
437
Mowery & Schoenfeld Wealth Management
Illinois
$112K +$112K +2,754 New
HNB
438
Hilltop National Bank
Wyoming
$112K
BCWM
439
Bartlett & Co Wealth Management
Ohio
$107K
BLC
440
Brown, Lisle/Cummings
Rhode Island
$106K
CMP
441
Coston McIsaac & Partners
Maine
$102K -$37.4K -925 -27%
HBT
442
Hills Bank & Trust
Iowa
$102K
FHA
443
First Horizon Advisors
Tennessee
$97.4K +$20.9K +514 +27%
AA
444
Ancora Advisors
Ohio
$93.8K +$7.5K +184 +9%
CFB
445
Cullen/Frost Bankers
Texas
$89.4K
LOIP
446
Live Oak Investment Partners
Texas
$86K
BL
447
BFSG LLC
California
$78.4K
FFA
448
Farther Finance Advisors
California
$77.5K -$1.62K -40 -2%
GJIA
449
Glass Jacobson Investment Advisors
Maryland
$77K
OA
450
Operose Advisors
Wisconsin
$71.5K