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First Trust Value Line Dividend Fund

538 hedge funds and large institutions have $5.98B invested in First Trust Value Line Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 153 increasing their positions, 253 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
538
Holders Change
+22
Holders Change %
+4.26%
% of All Funds
7.78%
Holding in Top 10
28
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.5%
% of All Funds
0.41%
New
62
Increased
153
Reduced
253
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GEA
501
Glen Eagle Advisors
New Jersey
$42.3K +$273 +6 +0.6%
AGWCA
502
Annis Gardner Whiting Capital Advisors
Florida
$41.2K
CWM
503
Compass Wealth Management
Connecticut
$40.4K
MFT
504
Moisand Fitzgerald Tamayo
Florida
$38.6K +$38.6K +849 New
IRC
505
Investors Research Corp
Georgia
$38.3K -$6.51K -143 -15%
TSMHT
506
Thurston Springer Miller Herd & Titak
Indiana
$38K
CP
507
Castleview Partners
Texas
$36.1K
WFA
508
West Financial Advisors
Iowa
$32.7K
MSWM
509
Mowery & Schoenfeld Wealth Management
Illinois
$25.8K -$99.5K -2,187 -79%
SIS
510
Strategic Investment Solutions
Illinois
$24.2K
ACM
511
Anfield Capital Management
California
$23.8K +$23.8K +523 New
FGC
512
Financial Gravity Companies
Texas
$23.2K +$23.2K +510 New
PPC
513
Park Place Capital
Alabama
$22.7K
BBHC
514
Brown Brothers Harriman & Co
New York
$21K +$21K +461 New
CNBTD
515
Citizens National Bank Trust Department
Mississippi
$20.5K
HWA
516
HHM Wealth Advisors
Tennessee
$19.8K
DWM
517
Dogwood Wealth Management
Kansas
$19.6K -$2.09K -46 -10%
AIP
518
Ameritas Investment Partners
Nebraska
$19.4K -$3.41K -75 -15%
AWM
519
AllSquare Wealth Management
New York
$19.3K
PA
520
Parallel Advisors
California
$19.2K
Kovitz Investment Group Partners
521
Kovitz Investment Group Partners
Illinois
$18.3K +$18.3K +15,482 New
PP
522
PFS Partners
New Jersey
$17.7K +$46 +1 +0.3%
GIA
523
GHP Investment Advisors
Colorado
$17.1K -$11.3K -249 -40%
HWM
524
Hemington Wealth Management
Virginia
$15K +$15K +355 New
PGAM
525
Princeton Global Asset Management
New Jersey
$13.6K