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First Trust Value Line Dividend Fund

532 hedge funds and large institutions have $6.49B invested in First Trust Value Line Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 155 increasing their positions, 273 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
532
Holders Change
+4
Holders Change %
+0.76%
% of All Funds
7.71%
Holding in Top 10
44
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-15.38%
% of All Funds
0.64%
New
49
Increased
155
Reduced
273
Closed
35
Calls
$220K
Puts
Net Calls
+$220K
Net Calls Change
+$9K
Name Holding Trade Value Shares
Change
Shares
Change %
AAS
26
Avantax Advisory Services
Texas
$32M -$15.1M -358,386 -32%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$32M +$1.31M +31,004 +4%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$27.7M -$5.86M -138,675 -17%
AWS
29
Atria Wealth Solutions
New York
$25.7M -$5.29M -125,173 -17%
IA
30
IFG Advisory
Georgia
$25.3M -$728K -17,240 -3%
RCAG
31
Rehmann Capital Advisory Group
Michigan
$25.2M +$719K +17,016 +3%
AA
32
Advisory Alpha
Michigan
$24.1M -$414K -9,815 -2%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$23.9M -$974K -23,074 -4%
MML Investors Services
34
MML Investors Services
Massachusetts
$23.5M -$561K -13,275 -2%
BFEC
35
Benjamin F. Edwards & Company
Missouri
$21.4M -$358K -8,476 -2%
PNC
36
Park National Corp
Ohio
$21.3M -$176K -4,160 -0.8%
BFG
37
Beacon Financial Group
Texas
$20.7M +$556K +13,175 +3%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$20.4M -$286K -6,764 -1%
Citigroup
39
Citigroup
New York
$20.4M -$2.93M -69,331 -13%
SWP
40
Stratos Wealth Partners
Ohio
$20.4M -$1.85M -43,793 -8%
GWM
41
GDS Wealth Management
Texas
$20.3M +$163K +3,857 +0.8%
CAN
42
Cetera Advisor Networks
California
$20.2M -$470K -11,133 -2%
NA
43
NewEdge Advisors
Louisiana
$19.7M -$824K -19,506 -4%
DADC
44
D.A. Davidson & Co
Montana
$19.4M -$695K -16,467 -3%
KDA
45
Kraft Davis & Associates
Missouri
$19.3M -$812K -19,331 -4%
Mariner
46
Mariner
Kansas
$18.5M -$1.41M -33,448 -7%
NLP
47
Next Level Private
New York
$17.4M -$327K -7,752 -2%
KPWS
48
Kestra Private Wealth Services
Texas
$16M -$995K -23,567 -6%
HPC
49
Hobart Private Capital
North Carolina
$15.6M +$3.03M +71,691 +24%
SPIA
50
Steward Partners Investment Advisory
New York
$15.5M +$2.46M +58,142 +19%