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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 %
NL
526
NWAM LLC
Washington
-$1.58M -38,083 Closed
YIH
527
Y-Intercept (HK)
Hong Kong
-$1.19M -28,294 Closed
RA
528
Ruggaard & Associates
Ohio
-$941K -22,289 Closed
BBA
529
Braun-Bostich & Associates
Pennsylvania
-$917K -21,707 Closed
KFGK
530
Keystone Financial Group (Kentucky)
Kentucky
-$842K -19,939 Closed
HWP
531
Hibernia Wealth Partners
Louisiana
-$539K -12,772 Closed
SC
532
Sykon Capital
New York
-$390K -9,246 Closed
CW
533
CreativeOne Wealth
Kansas
-$383K -9,063 Closed
FA
534
Fermata Advisors
California
-$363K -8,591 Closed
SIAS
535
Summit Investment Advisory Services
Minnesota
-$325K -7,700 Closed
OC
536
Opinicus Capital
Florida
-$311K -7,360 Closed
EAM
537
Evanson Asset Management
California
-$303K -7,167 Closed
KWM
538
Keebeck Wealth Management
Illinois
-$293K -6,930 Closed
PWM
539
Prosperity Wealth Management
California
-$256K -6,053 Closed
SFG
540
Sovereign Financial Group
Connecticut
-$252K -5,962 Closed
TCA
541
Transcend Capital Advisors
New Jersey
-$246K -5,815 Closed
CWA
542
Centennial Wealth Advisory
Michigan
-$223K -5,278 Closed
MIC
543
Means Investment Company
Maine
-$222K -5,252 Closed
AWM
544
Axxcess Wealth Management
California
-$219K -5,188 Closed
CAAS
545
Capital Asset Advisory Services
Michigan
-$214K -5,188 Closed
D
546
Diversified
Delaware
-$218K -5,158 Closed
SCA
547
Stonebridge Capital Advisors
Minnesota
-$212K -5,021 Closed
CA
548
Cornerstone Advisory
Maryland
-$211K -5,000 Closed
HGWM
549
Horst & Graben Wealth Management
Oregon
-$207K -4,897 Closed
AGP
550
Autumn Glory Partners
Texas
-$202K -4,776 Closed