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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 %
SEA
451
Stegent Equity Advisors
Texas
$207K +$207K +4,561 New
CAG
452
Crestwood Advisors Group
Massachusetts
$202K -$28.7K -631 -12%
First Trust Advisors
453
First Trust Advisors
Illinois
$201K +$201K +4,418 New
PCIA
454
Prime Capital Investment Advisors
Kansas
$201K -$43.3K -951 -18%
GWP
455
Gen-Wealth Partners
Michigan
$182K -$9.93K -221 -5%
VAMG
456
Voisard Asset Management Group
Michigan
$146K
TCOV
457
Trust Company of Vermont
Vermont
$146K
ADL
458
Asset Dedication LLC
California
$144K +$2.96K +65 +2%
CA
459
Clearstead Advisors
Ohio
$143K
MIFH
460
Migdal Insurance & Financial Holdings
Israel
$130K -$54.2K -1,188 -29%
JIP
461
Jaffetilchin Investment Partners
Florida
$126K +$126K +2,769 New
HNB
462
Huntington National Bank
Ohio
$124K -$56.2K
BLC
463
Brown, Lisle/Cummings
Rhode Island
$118K
HBT
464
Hills Bank & Trust
Iowa
$114K
CF
465
Centaurus Financial
California
$102K +$102K +2,252 New
CFB
466
Cullen/Frost Bankers
Texas
$99.8K
AA
467
Ancora Advisors
Ohio
$91.3K -$13.4K -294 -13%
BCWM
468
Bartlett & Co Wealth Management
Ohio
$91K -$28.3K -622 -24%
BL
469
BFSG LLC
California
$87.5K
GJIA
470
Glass Jacobson Investment Advisors
Maryland
$85.9K
FHA
471
First Horizon Advisors
Tennessee
$85.4K -$23.4K -514 -21%
WSFS
472
Wilmington Savings Fund Society
Delaware
$82.7K +$82.7K +1,819 New
OA
473
Operose Advisors
Wisconsin
$79.8K
WTA
474
Washington Trust Advisors
Massachusetts
$78.5K
IAIM
475
International Assets Investment Management
Florida
$77K +$75.3K +3,427,180 +4,431%