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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 %
ICM
451
Intrepid Capital Management
Florida
$175K
FGAM
452
Financial Gravity Asset Management
Texas
$162K +$162K +3,985 New
TCOV
453
Trust Company of Vermont
Vermont
$146K +$146K +3,600 New
BCWM
454
Bartlett & Co Wealth Management
Ohio
$143K +$143K +3,500 New
BC
455
Bartlett & Co
Ohio
$142K +$142K +3,500 New
CMP
456
Coston McIsaac & Partners
Maine
$139K +$1.24K +31 +0.9%
CA
457
Clearstead Advisors
Ohio
$132K -$175K -4,314 -57%
VAMG
458
Voisard Asset Management Group
Michigan
$130K +$130K +3,200 New
ADL
459
Asset Dedication LLC
California
$129K
OC
460
Oakworth Capital
Alabama
$122K +$60.8K +1,500 +100%
BLC
461
Brown, Lisle/Cummings
Rhode Island
$115K +$105K +2,600 +1,156%
RCM
462
Raleigh Capital Management
North Carolina
$113K +$3.98K +98 +4%
GAG
463
Goodman Advisory Group
Massachusetts
$102K -$92.7K -2,286 -48%
PMFA
464
Plante Moran Financial Advisors
Michigan
$92.8K +$25.2K +621 +37%
CAM
465
Creekmur Asset Management
Illinois
$91.1K +$91.1K +2,246 New
FHA
466
First Horizon Advisors
Tennessee
$91K -$12.5K -309 -12%
CFB
467
Cullen/Frost Bankers
Texas
$89K -$36.3K -895 -29%
VNA
468
Valley National Advisers
Pennsylvania
$88K
FFA
469
Farther Finance Advisors
California
$87.9K -$61.3K -1,512 -41%
AA
470
Ancora Advisors
Ohio
$85.9K +$52.3K +1,289 +156%
LOIP
471
Live Oak Investment Partners
Texas
$85.6K -$78.9K
GWS
472
Glassman Wealth Services
Virginia
$82.4K
GJIA
473
Glass Jacobson Investment Advisors
Maryland
$76.6K
WTA
474
Washington Trust Advisors
Massachusetts
$72K
OA
475
Operose Advisors
Wisconsin
$71.2K