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First Trust Value Line Dividend Fund

584 hedge funds and large institutions have $7.09B invested in First Trust Value Line Dividend Fund in 2024 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 166 increasing their positions, 250 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
584
Holders Change
+46
Holders Change %
+8.55%
% of All Funds
7.78%
Holding in Top 10
38
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+35.71%
% of All Funds
0.51%
New
95
Increased
166
Reduced
250
Closed
39
Calls
$48K
Puts
Net Calls
+$48K
Net Calls Change
+$48K
Name Holding Trade Value Shares
Change
Shares
Change %
SPWM
426
Schrum Private Wealth Management
Florida
$306K -$306K -7,009 -50%
GM
427
GeoWealth Management
Illinois
$305K -$1M -23,015 -77%
GWA
428
Gratus Wealth Advisors
Virginia
$300K +$1.88K +43 +0.6%
TA
429
TFB Advisors
Kansas
$299K -$41.3K -947 -12%
WMA
430
West Michigan Advisors
Michigan
$298K -$2.23K -51 -0.7%
PFA
431
Pure Financial Advisors
California
$297K +$297K +6,804 New
WFS
432
Weitzel Financial Services
Iowa
$296K -$9.29K -212 -3%
TIAA Trust, National Association
433
TIAA Trust, National Association
North Carolina
$294K +$28.8K +659 +11%
RFN
434
Redwood Financial Network
Ohio
$291K +$48.4K +1,110 +20%
Cerity Partners
435
Cerity Partners
New York
$291K -$21.6K -495 -7%
Corient Private Wealth
436
Corient Private Wealth
Florida
$288K +$288K +6,611 New
HWM
437
HB Wealth Management
Georgia
$285K +$742 +17 +0.3%
TA
438
TrueWealth Advisors
Alabama
$283K +$6.29K +144 +2%
VPW
439
Variant Private Wealth
Virginia
$276K +$276K +6,336 New
DWP
440
Daymark Wealth Partners
Ohio
$275K +$175 +4 +0.1%
APP
441
Avantax Planning Partners
Iowa
$270K
BAS
442
Breakthru Advisory Services
Wisconsin
$270K +$270K +6,190 New
MSFS
443
Main Street Financial Solutions
Pennsylvania
$270K -$3.17M -72,559 -92%
CWP
444
Core Wealth Partners
California
$266K -$4.89K -112 -2%
WFA
445
WMG Financial Advisors
Tennessee
$266K
NP
446
Nilsine Partners
Colorado
$264K +$24.4K +560 +10%
PIAS
447
PCA Investment Advisory Services
Ohio
$259K +$829 +19 +0.3%
CWP
448
Cyndeo Wealth Partners
Florida
$256K +$1.92K +44 +0.8%
Fifth Third Bancorp
449
Fifth Third Bancorp
Ohio
$254K -$11.3K -258 -4%
PFM
450
Peak Financial Management
Massachusetts
$253K