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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 %
RCM
501
Raleigh Capital Management
North Carolina
$35.8K -$81.7K -1,935 -70%
IRC
502
Investors Research Corp
Georgia
$35.6K +$22.2K +526 +166%
LWANC
503
Laurel Wealth Advisors (North Carolina)
North Carolina
$31.7K
WFA
504
West Financial Advisors
Iowa
$30.3K
KA
505
Kozak & Associates
Colorado
$26.6K -$24.9K -587 -48%
GIA
506
GHP Investment Advisors
Colorado
$26.2K +$296 +7 +1%
MPWT
507
MassMutual Private Wealth & Trust
Connecticut
$24.3K -$14.1K -333 -37%
DWM
508
Dogwood Wealth Management
Kansas
$22.9K -$7.14K -169 -24%
LI
509
LRI Investments
Florida
$21.7K +$21.7K +514 New
SA
510
Scarborough Advisors
Maryland
$21.4K +$253 +6 +1%
AIP
511
Ameritas Investment Partners
Nebraska
$21.2K
PPC
512
Park Place Capital
Alabama
$21.1K
FRA
513
Front Row Advisors
California
$19.7K +$18.7K +442 +1,768%
CNBTD
514
Citizens National Bank Trust Department
Mississippi
$19K
AWM
515
AllSquare Wealth Management
New York
$17.9K
KFS
516
Kelly Financial Services
Massachusetts
$16.6K +$84 +2 +0.5%
PP
517
PFS Partners
New Jersey
$16.3K +$42 +1 +0.3%
PGAM
518
Princeton Global Asset Management
New Jersey
$12.7K
SL
519
Salomon & Ludwin
Virginia
$11.4K
WT
520
Whittier Trust
California
$10.6K +$127 +3 +1%
APC
521
Aspire Private Capital
North Carolina
$9.38K
NA
522
Nordwand Advisors
Pennsylvania
$7.22K -$22.4K -531 -76%
CPA
523
Clear Point Advisors
New York
$7.05K +$84 +2 +1%
JFA
524
JNBA Financial Advisors
Minnesota
$6.34K
SIC
525
Salem Investment Counselors
North Carolina
$6.25K