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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 %
CNBTD
551
Citizens National Bank Trust Department
Mississippi
$19.6K 450
HWA
552
HHM Wealth Advisors
Tennessee
$19K 435
DWM
553
Dogwood Wealth Management
Kansas
$18.8K 431
AWM
554
AllSquare Wealth Management
New York
$18.5K 425
PA
555
Parallel Advisors
California
$18.4K 421
PP
556
PFS Partners
New Jersey
$17.1K 391 +2 +0.5%
DRP
557
Decker Retirement Planning
Utah
$16.6K 380 +380 New
GIA
558
GHP Investment Advisors
Colorado
$16.5K 377 +2 +0.5%
AIP
559
Ameritas Investment Partners
Nebraska
$16K 367 -60 -14%
HWM
560
Hemington Wealth Management
Virginia
$15K 355
T
561
Transce3nd
Texas
$14.8K 338 +338 New
HWA
562
Heritage Wealth Advisors
Virginia
$14.7K 336 +336 New
PGAM
563
Princeton Global Asset Management
New Jersey
$13.1K 300
SL
564
Salomon & Ludwin
Virginia
$11.8K 271
WT
565
Whittier Trust
California
$11K 253
BTD
566
BankPlus Trust Department
Mississippi
$11K 251 +251 New
SS
567
SBI Securities
Japan
$10.2K 234 +234 New
PMFA
568
Plante Moran Financial Advisors
Michigan
$8.73K 200 -1,468 -88%
OC
569
Oarsman Capital
Wisconsin
$8.73K 200 +200 New
HT
570
Headlands Technologies
Illinois
$8.03K 184 +184 New
SCM
571
Sterling Capital Management
North Carolina
$7.77K 178 +178 New
NA
572
Nordwand Advisors
Pennsylvania
$7.46K 171
JFA
573
JNBA Financial Advisors
Minnesota
$6.55K 150
MEG
574
Millstone Evans Group
Colorado
$6.55K 150 +150 New
SIC
575
Salem Investment Counselors
North Carolina
$6.46K 148