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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 %
PGAM
501
Princeton Global Asset Management
New Jersey
$12.2K
ME
502
McIlrath & Eck
Washington
$11.4K +$11.4K +280 New
SL
503
Salomon & Ludwin
Virginia
$11K
WT
504
Whittier Trust
California
$10.3K +$82 +2 +0.8%
APC
505
Aspire Private Capital
North Carolina
$9.05K
NA
506
Nordwand Advisors
Pennsylvania
$6.97K
CPA
507
Clear Point Advisors
New York
$6.85K +$41 +1 +0.6%
JFA
508
JNBA Financial Advisors
Minnesota
$6.11K
SIC
509
Salem Investment Counselors
North Carolina
$6.03K
FHC
510
First Heartland Consultants
Missouri
$5.26K -$159 -3,898 -3%
SAG
511
Spotlight Asset Group
Illinois
$5.09K +$5.09K +125 New
WWP
512
WR Wealth Planners
Missouri
$4.08K
Bessemer Group
513
Bessemer Group
New Jersey
$4K +$4K +95 New
S
514
SignatureFD
Georgia
$2.64K -$148K -3,649 -98%
EAM
515
Eukles Asset Management
Ohio
$2.49K
GI
516
Gradient Investments
Minnesota
$1.96K +$1.96K +48 New
MSG
517
Main Street Group
Virginia
$1.74K
SAM
518
Smartleaf Asset Management
Massachusetts
$1.3K
DIP
519
DT Investment Partners
Pennsylvania
$897 +$897 +22 New
GAA
520
Global Assets Advisory
Florida
-$13.5M -566,218 Closed
GWM
521
GDS Wealth Management
Texas
-$20.3M -481,748 Closed
LNC
522
Lincoln National Corp
Pennsylvania
-$5.52M -130,608 Closed
CBFP
523
Cedar Brook Financial Partners
Ohio
-$5M -118,333 Closed
Qube Research & Technologies (QRT)
524
Qube Research & Technologies (QRT)
United Kingdom
-$3.21M -76,110 Closed
SEA
525
Stegent Equity Advisors
Texas
-$1.73M -40,855 Closed