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First Trust Value Line Dividend Fund

584 hedge funds and large institutions have $7.09B invested in First Trust Value Line Dividend Fund in 2024 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 166 increasing their positions, 250 reducing their positions, and 39 closing their positions.

Holders
584
Holders Change
+46
Holders Change %
+8.55%
% of All Funds
7.78%
Holding in Top 10
38
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+35.71%
% of All Funds
0.51%
New
95
Increased
166
Reduced
250
Closed
39
Calls
$48K
Puts
Net Calls
+$48K
Net Calls Change
+$48K
Name Market Value Shares Shares
Change
Shares
Change %
RFG
501
REAP Financial Group
Texas
$91.1K 2,087 +581 +39%
AA
502
Ancora Advisors
Ohio
$87.6K 2,007
BCWM
503
Bartlett & Co Wealth Management
Ohio
$87.3K 2,000
MCA
504
Midwest Capital Advisors
Michigan
$87.3K 2,000 +2,000 New
PFG
505
Putney Financial Group
California
$86K 1,970 +1,970 New
BL
506
BFSG LLC
California
$83.9K 1,923
FMII
507
Farmers & Merchants Investments Inc
Nebraska
$83.2K 1,906 +1,906 New
GJIA
508
Glass Jacobson Investment Advisors
Maryland
$82.4K 1,889
FHA
509
First Horizon Advisors
Tennessee
$81.9K 1,877
OA
510
Operose Advisors
Wisconsin
$76.6K 1,755
WTA
511
Washington Trust Advisors
Massachusetts
$75.3K 1,725
WSFS
512
Wilmington Savings Fund Society
Delaware
$75K 1,719 -100 -5%
NSIM
513
North Star Investment Management
Illinois
$73.7K 1,688 +5 +0.3%
HCP
514
Hexagon Capital Partners
Arkansas
$67.8K 1,553
OC
515
Oakworth Capital
Alabama
$65.5K 1,500
EWA
516
EverSource Wealth Advisors
Alabama
$63.7K 1,460
CAM
517
Creekmur Asset Management
Illinois
$63.6K 1,457 +4 +0.3%
TSMHT
518
Thurston Springer Miller Herd & Titak
Indiana
$62.8K 1,439 +604 +72%
CFFP
519
Center for Financial Planning
Michigan
$61.9K 1,418 +9 +0.6%
FFWM
520
Future Financial Wealth Management
Ohio
$57.8K 1,325
BCMLT
521
Beacon Capital Management LLC (Tennessee)
Tennessee
$50.5K 1,157 +7 +0.6%
GK
522
Graney & King
New York
$50.3K 1,153 +1,153 New
LDB
523
Lee, Danner & Bass
Tennessee
$50.1K 1,149 +1,149 New
NRG
524
Nemes Rush Group
Michigan
$50.1K 1,147 +7 +0.6%
VNA
525
Valley National Advisers
Pennsylvania
$47K 1,094