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First Trust Value Line Dividend Fund

516 hedge funds and large institutions have $5.67B invested in First Trust Value Line Dividend Fund in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 145 increasing their positions, 261 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
516
Holders Change
-16
Holders Change %
-3.01%
% of All Funds
7.51%
Holding in Top 10
32
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-27.27%
% of All Funds
0.47%
New
30
Increased
145
Reduced
261
Closed
38
Calls
$12K
Puts
Net Calls
+$12K
Net Calls Change
-$208K
Name Holding Trade Value Shares
Change
Shares
Change %
IRC
476
Investors Research Corp
Georgia
$40.1K +$5.83K +143 +17%
GEA
477
Glen Eagle Advisors
New Jersey
$37.7K -$2.65K -65 -7%
AGWCA
478
Annis Gardner Whiting Capital Advisors
Florida
$36.9K
CWM
479
Compass Wealth Management
Connecticut
$36.2K
RCM
480
Raleigh Capital Management
North Carolina
$34.8K +$204 +5 +0.6%
TSMHT
481
Thurston Springer Miller Herd & Titak
Indiana
$34K +$34K +835 New
CP
482
Castleview Partners
Texas
$32.3K +$32.3K +793 New
LWANC
483
Laurel Wealth Advisors (North Carolina)
North Carolina
$32.1K +$1.51K +37 +5%
WFA
484
West Financial Advisors
Iowa
$29.3K
KA
485
Kozak & Associates
Colorado
$25.6K +$162 +4 +0.6%
GIA
486
GHP Investment Advisors
Colorado
$25.4K +$163 +4 +0.6%
GA
487
GoalVest Advisory
New York
$24.5K +$24.5K +600 New
SIS
488
Strategic Investment Solutions
Illinois
$23K +$23K +531 New
LI
489
LRI Investments
Florida
$20.9K
SA
490
Scarborough Advisors
Maryland
$20.8K +$163 +4 +0.8%
AIP
491
Ameritas Investment Partners
Nebraska
$20.5K
PPC
492
Park Place Capital
Alabama
$20.4K
DWM
493
Dogwood Wealth Management
Kansas
$19.4K -$2.61K -64 -12%
FRA
494
Front Row Advisors
California
$19K
CNBTD
495
Citizens National Bank Trust Department
Mississippi
$18.3K
HWA
496
HHM Wealth Advisors
Tennessee
$17.7K +$17.7K +435 New
AWM
497
AllSquare Wealth Management
New York
$17.3K
PA
498
Parallel Advisors
California
$17.2K +$17.2K +421 New
PP
499
PFS Partners
New Jersey
$15.8K +$41 +1 +0.3%
KFS
500
Kelly Financial Services
Massachusetts
$14.6K -$1.43K -35 -9%