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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.

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 %
CFS
451
Commonwealth Financial Services
West Virginia
$252K
MWM
452
Maltin Wealth Management
New Jersey
$245K
SIM
453
Stratos Investment Management
Ohio
$242K +$242K +5,555 New
OPW
454
Oxler Private Wealth
New York
$241K +$1.53K +35 +0.6%
APWA
455
Atlas Private Wealth Advisors
New Jersey
$239K
CAG
456
Csenge Advisory Group
Florida
$239K -$31.6K -723 -12%
KeyBank National Association
457
KeyBank National Association
Ohio
$239K +$239K +5,468 New
CPRC
458
Consolidated Portfolio Review Corp
New York
$239K +$239K +5,467 New
TCWM
459
Total Clarity Wealth Management
Illinois
$237K -$85.8K -1,966 -27%
NW
460
Naviter Wealth
Arkansas
$237K
AIA
461
Accelerate Investment Advisors
California
$236K +$24.8K +568 +12%
AWM
462
Avior Wealth Management
Nebraska
$236K -$5.59K -128 -2%
Neuberger Berman Group
463
Neuberger Berman Group
New York
$231K +$231K +5,290 New
CIBC Private Wealth Group
464
CIBC Private Wealth Group
Georgia
$229K -$43.4K -1,000 -16%
PB
465
Pinnacle Bancorp
Nebraska
$227K +$4.8K +110 +2%
GFG
466
Grantvest Financial Group
New Jersey
$224K +$224K +5,127 New
AA
467
ACT Advisors
North Carolina
$220K
HGWM
468
Horst & Graben Wealth Management
Oregon
$217K +$1.27K +29 +0.6%
WAM
469
WealthTrust Asset Management
Florida
$216K +$7.72K +177 +4%
M
470
MATAURO
New York
$213K +$213K +4,886 New
ACA
471
Aptus Capital Advisors
Alabama
$213K +$213K +4,883 New
CPC
472
CFC Planning Company
Indiana
$213K +$213K +4,877 New
GJWM
473
Gilliland Jeter Wealth Management
Arkansas
$212K +$305 +7 +0.1%
TCA
474
Transcend Capital Advisors
New Jersey
$212K +$212K +4,857 New
DFG
475
Delta Financial Group
New Jersey
$211K +$1.18K +27 +0.6%