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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 %
WTA
476
Washington Trust Advisors
Massachusetts
$72.8K -$2.11K -50 -3%
PMFA
477
Plante Moran Financial Advisors
Michigan
$70.4K -$26.2K -621 -27%
HCP
478
Hexagon Capital Partners
Arkansas
$65.6K
OC
479
Oakworth Capital
Alabama
$63.3K -$63.3K -1,500 -50%
HFS
480
Horizon Financial Services
North Carolina
$61.6K +$61.6K +1,460 New
NSIM
481
North Star Investment Management
Illinois
$60.5K +$127 +3 +0.2%
EWA
482
EverSource Wealth Advisors
Alabama
$59.5K
CAM
483
Creekmur Asset Management
Illinois
$59K -$35.9K -849 -38%
RFG
484
REAP Financial Group
Texas
$59K -$7.31K -173 -11%
FFWM
485
Future Financial Wealth Management
Ohio
$56K +$56K +1,325 New
BCMLT
486
Beacon Capital Management LLC (Tennessee)
Tennessee
$55.3K +$6.72K +159 +14%
PP
487
Pacifica Partners
Canada
$55K +$787 +19 +1%
AWM
488
Activest Wealth Management
Florida
$54K
GAG
489
Goodman Advisory Group
Massachusetts
$53.8K -$52.5K -1,243 -49%
FCA
490
FinTrust Capital Advisors
South Carolina
$52.4K
HPC
491
HM Payson & Co
Maine
$51.6K
NRG
492
Nemes Rush Group
Michigan
$48.1K
RFA
493
Register Financial Advisors
Georgia
$47K +$47K +1,113 New
VNA
494
Valley National Advisers
Pennsylvania
$46K -$46K -1,093 -50%
AAG
495
Accordant Advisory Group
Maryland
$42.9K +$42.9K +1,016 New
TIM
496
Thompson Investment Management
Wisconsin
$42.2K
GWS
497
Glassman Wealth Services
Virginia
$41.9K -$44K -1,041 -51%
GEA
498
Glen Eagle Advisors
New Jersey
$41.8K
AGWCA
499
Annis Gardner Whiting Capital Advisors
Florida
$38.3K
CWM
500
Compass Wealth Management
Connecticut
$37.5K