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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 %
MWM
426
Maltin Wealth Management
New Jersey
$255K
RFN
427
Redwood Financial Network
Ohio
$253K +$409 +9 +0.2%
AWM
428
Avior Wealth Management
Nebraska
$252K -$10.2K -224 -4%
TC
429
TownSquare Capital
Utah
$252K -$77.7K -1,707 -24%
NP
430
Nilsine Partners
Colorado
$250K -$4.55K -100 -2%
OPW
431
Oxler Private Wealth
New York
$250K +$1.23K +27 +0.5%
APWA
432
Atlas Private Wealth Advisors
New Jersey
$249K
NW
433
Naviter Wealth
Arkansas
$247K -$5.5M -120,985 -96%
DWM
434
Darwin Wealth Management
Florida
$239K -$11.1K -245 -4%
CWA
435
Centennial Wealth Advisory
Michigan
$236K +$236K +5,197 New
PB
436
Pinnacle Bancorp
Nebraska
$231K +$2.91K +64 +1%
AA
437
ACT Advisors
North Carolina
$229K -$4.5K -99 -2%
HGWM
438
Horst & Graben Wealth Management
Oregon
$225K +$225K +4,944 New
MIA
439
MMBG Investment Advisors
Florida
$223K
SS
440
Sunbelt Securities
Texas
$222K +$1.91K +42 +0.9%
GJWM
441
Gilliland Jeter Wealth Management
Arkansas
$221K -$5.96K -131 -3%
AIA
442
Accelerate Investment Advisors
California
$221K +$221K +4,850 New
DFG
443
Delta Financial Group
New Jersey
$219K +$219K +4,810 New
DC
444
Davenport & Co
Virginia
$218K -$422K -9,268 -66%
AGP
445
Autumn Glory Partners
Texas
$217K +$217K +4,776 New
WAM
446
WealthTrust Asset Management
Florida
$217K +$217K +4,764 New
PFP
447
Paragon Financial Partners
California
$213K +$213K +4,688 New
QCM
448
QRG Capital Management
Illinois
$212K +$212K +4,671 New
NWA
449
Navis Wealth Advisors
New York
$212K +$212K +4,653 New
MPW
450
Monterey Private Wealth
California
$210K +$210K +4,625 New