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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 %
RFG
476
REAP Financial Group
Texas
$63.7K +$63.7K +1,570 New
HCP
477
Hexagon Capital Partners
Arkansas
$63K
EWA
478
EverSource Wealth Advisors
Alabama
$59.2K
NSIM
479
North Star Investment Management
Illinois
$58K +$203 +5 +0.4%
S
480
SignatureFD
Georgia
$57.8K
AWM
481
Activest Wealth Management
Florida
$51.8K
PP
482
Pacifica Partners
Canada
$51.6K
FCA
483
FinTrust Capital Advisors
South Carolina
$50.3K
HPC
484
HM Payson & Co
Maine
$49.6K
KA
485
Kozak & Associates
Colorado
$48.7K -$6.9K -172 -12%
NRG
486
Nemes Rush Group
Michigan
$46.2K
BCMLT
487
Beacon Capital Management LLC (Tennessee)
Tennessee
$43K -$37.4K -1,000 -47%
PCA
488
Providence Capital Advisors
North Carolina
$42.9K +$42.9K +1,058 New
TIM
489
Thompson Investment Management
Wisconsin
$40.6K
GEA
490
Glen Eagle Advisors
New Jersey
$40.2K
MPWT
491
MassMutual Private Wealth & Trust
Connecticut
$36.8K +$13.5K +333 +58%
AGWCA
492
Annis Gardner Whiting Capital Advisors
Florida
$36.7K
CWM
493
Compass Wealth Management
Connecticut
$36K
PA
494
Pineridge Advisors
Missouri
$34.3K +$34.3K +846 New
LWANC
495
Laurel Wealth Advisors (North Carolina)
North Carolina
$30.4K -$12.2K -300 -29%
RCM
496
Richardson Capital Management
Wisconsin
$30.3K +$30.3K +746 New
WFA
497
West Financial Advisors
Iowa
$29.1K
DWM
498
Dogwood Wealth Management
Kansas
$28.8K +$28.8K +710 New
NA
499
Nordwand Advisors
Pennsylvania
$28.5K +$28.5K +702 New
LFA
500
Livelsberger Financial Advisory
Ohio
$25.4K +$25.4K +625 New