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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 %
GIA
501
GHP Investment Advisors
Colorado
$24.9K
HNB
502
Huntington National Bank
Ohio
$23.7K -$33.8K
AIP
503
Ameritas Investment Partners
Nebraska
$20.4K -$811 -20 -4%
SA
504
Scarborough Advisors
Maryland
$20.3K +$20.3K +501 New
PPC
505
Park Place Capital
Alabama
$20.3K
CNBTD
506
Citizens National Bank Trust Department
Mississippi
$18.3K
AWM
507
AllSquare Wealth Management
New York
$17.2K
KFS
508
Kelly Financial Services
Massachusetts
$15.9K +$122 +3 +0.8%
PP
509
PFS Partners
New Jersey
$15.6K +$81 +2 +0.5%
IRC
510
Investors Research Corp
Georgia
$12.8K
PGAM
511
Princeton Global Asset Management
New Jersey
$12.2K
PWMG
512
Private Wealth Management Group
New Jersey
$12.2K +$12.2K +300 New
GI
513
Gradient Investments
Minnesota
$11.2K
FG
514
Fairman Group
Pennsylvania
$10.6K +$10.6K +262 New
SL
515
Salomon & Ludwin
Virginia
$10.1K
WT
516
Whittier Trust
California
$10K +$41 +1 +0.4%
ODG
517
O'Dell Group
Ohio
$9.37K +$9.37K +231 New
APC
518
Aspire Private Capital
North Carolina
$9K
PIS
519
POM Investment Strategies
North Carolina
$8.52K +$8.52K +210 New
CP
520
Castleview Partners
Texas
$6.86K +$284 +7 +4%
CPA
521
Clear Point Advisors
New York
$6.69K +$6.69K +165 New
SAM
522
Smartleaf Asset Management
Massachusetts
$6.33K +$6.33K +156 New
JFA
523
JNBA Financial Advisors
Minnesota
$6.08K -$13.6K -336 -69%
FMII
524
Farmers & Merchants Investments Inc
Nebraska
$6.08K +$6.08K +150 New
SIC
525
Salem Investment Counselors
North Carolina
$6K