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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 %
SL
526
Salomon & Ludwin
Virginia
$12.3K
WT
527
Whittier Trust
California
$11.5K +$45 +1 +0.4%
APC
528
Aspire Private Capital
North Carolina
$10.1K
NA
529
Nordwand Advisors
Pennsylvania
$7.78K
CPA
530
Clear Point Advisors
New York
$7.68K +$45 +1 +0.6%
SC
531
Steph & Co
Wisconsin
$7.19K +$7.19K +158 New
JFA
532
JNBA Financial Advisors
Minnesota
$6.82K
SIC
533
Salem Investment Counselors
North Carolina
$6.73K
PA
534
Pineridge Advisors
Missouri
$4.3K +$4.3K +94 New
EAM
535
Eukles Asset Management
Ohio
$2.78K
S
536
SignatureFD
Georgia
$2.43K -$550 -12 -18%
SAM
537
Smartleaf Asset Management
Massachusetts
$1.45K
FRA
538
Front Row Advisors
California
$1.14K -$20.1K -442 -95%
PIS
539
POM Investment Strategies
North Carolina
$728 +$728 +16 New
CMP
540
Coston McIsaac & Partners
Maine
$107 -$7 -146 -6%
KA
541
Kozak & Associates
Colorado
$16 -$25.6K -631 Closed
SIS
542
Sound Income Strategies
Florida
$2 -$116K -2,835 Closed
GS
543
GTS Securities
New York
-$6.14M -150,618 Closed
OFS
544
OneAscent Financial Services
Alabama
-$1.69M -41,434 Closed
VCM
545
Virtue Capital Management
Tennessee
-$1.47M -34,842 Closed
D.E. Shaw & Co
546
D.E. Shaw & Co
New York
-$1.38M -33,967 Closed
HF
547
HRT Financial
New York
-$1.07M -26,314 Closed
LMKC
548
L.M. Kohn & Company
Ohio
-$715K -17,549 Closed
FTUS
549
Flow Traders U.S.
New York
-$664K -16,290 Closed
RIA
550
Realta Investment Advisors
Delaware
-$524K -12,856 Closed