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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.

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 Market Value Shares Shares
Change
Shares
Change %
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$30M 658,425 +12,135 +2%
PBF
27
Petix & Botte Financial
California
$26.9M 591,203 +26,991 +5%
AAS
28
Avantax Advisory Services
Texas
$23.5M 516,719 -208,114 -29%
AWS
29
Atria Wealth Solutions
New York
$23.5M 516,592 -11,032 -2%
MML Investors Services
30
MML Investors Services
Massachusetts
$23.3M 511,784 +3,530 +0.7%
PNC
31
Park National Corp
Ohio
$22.5M 493,661 -2,061 -0.4%
BEI
32
Benjamin Edwards Inc
Missouri
$22.2M 488,892 +474,004 +3,184%
LFG
33
Larson Financial Group
Missouri
$22.1M 485,874 +117,738 +32%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$21.6M 474,231 -14,515 -3%
Citigroup
35
Citigroup
New York
$21.5M 471,910 -7,784 -2%
DADC
36
D.A. Davidson & Co
Montana
$21.1M 463,732 +9,514 +2%
BFG
37
Beacon Financial Group
Texas
$21M 460,623 -39,781 -8%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$20.8M 458,079 -10,051 -2%
IA
39
IFG Advisory
Georgia
$20.4M 448,312 -1,999 -0.4%
SWP
40
Stratos Wealth Partners
Ohio
$19.9M 436,866 -1,909 -0.4%
Mariner
41
Mariner
Kansas
$19.1M 418,853 -13,946 -3%
NA
42
NewEdge Advisors
Louisiana
$15.9M 348,726 -115,523 -25%
KPWS
43
Kestra Private Wealth Services
Texas
$15.7M 345,892 -18,989 -5%
HSWS
44
Higgins & Schmidt Wealth Strategies
Colorado
$14.7M 323,474 +5,733 +2%
SPIA
45
Steward Partners Investment Advisory
New York
$14.5M 317,960 -67,323 -17%
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$14.1M 310,360 -2,536 -0.8%
Envestnet Portfolio Solutions
47
Envestnet Portfolio Solutions
Illinois
$13.5M 295,671 +37,189 +14%
SA
48
Sanctuary Advisors
Indiana
$13.2M 285,693 +43,837 +18%
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$13M 285,596 -1,208 -0.4%
CB
50
Commerce Bank
Missouri
$12.9M 284,653 -570 -0.2%