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First Trust Value Line Dividend Fund

532 hedge funds and large institutions have $6.49B invested in First Trust Value Line Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 155 increasing their positions, 273 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
532
Holders Change
+4
Holders Change %
+0.76%
% of All Funds
7.71%
Holding in Top 10
44
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-15.38%
% of All Funds
0.64%
New
49
Increased
155
Reduced
273
Closed
35
Calls
$220K
Puts
Net Calls
+$220K
Net Calls Change
+$9K
Name Holding Trade Value Shares
Change
Shares
Change %
PA
551
Prism Advisors
California
-$273K -6,736 Closed
PFP
552
Paragon Financial Partners
California
-$270K -6,663 Closed
WFAG
553
Worth Financial Advisory Group
North Carolina
-$256K -6,308 Closed
SA
554
SFI Advisors
New Jersey
-$248K -6,106 Closed
ST
555
Smithfield Trust
Pennsylvania
-$218K -5,375 Closed
ICM
556
Intrepid Capital Management
Florida
-$175K -4,318 Closed
PCA
557
Providence Capital Advisors
North Carolina
-$42.9K -1,058 Closed
PA
558
Pineridge Advisors
Missouri
-$34.3K -846 Closed
RCM
559
Richardson Capital Management
Wisconsin
-$30.3K -746 Closed
LFA
560
Livelsberger Financial Advisory
Ohio
-$25.4K -625 Closed
PWMG
561
Private Wealth Management Group
New Jersey
-$12.2K -300 Closed
GI
562
Gradient Investments
Minnesota
-$11.2K -276 Closed
FG
563
Fairman Group
Pennsylvania
-$10.6K -262 Closed
ODG
564
O'Dell Group
Ohio
-$9.37K -231 Closed
PIS
565
POM Investment Strategies
North Carolina
-$8.52K -210 Closed
CP
566
Castleview Partners
Texas
-$6.86K -169 Closed
IHWM
567
Iron Horse Wealth Management
Iowa
-$5.07K -125 Closed
RIM
568
Rockbridge Investment Management
New York
-$2.6K -64 Closed