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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 %
VFG
51
Victory Financial Group
Texas
$15M +$2.21M +52,267 +17%
Rockefeller Capital Management
52
Rockefeller Capital Management
New York
$13.9M -$2.98M -70,573 -18%
IA
53
IFP Advisors
Florida
$13.7M -$700K -16,577 -5%
GAA
54
Global Assets Advisory
Florida
$13.5M +$13.2M +552,698 +4,088%
HSWS
55
Higgins & Schmidt Wealth Strategies
Colorado
$13.5M +$60.3K +1,428 +0.4%
AF
56
Apexium Financial
Texas
$12.8M -$453K -10,737 -3%
WI
57
Wintrust Investments
Illinois
$12.8M +$1.16M +27,538 +10%
FA
58
Fountainhead AM
New Jersey
$12.6M -$7.35M -174,029 -37%
KCM
59
Kaye Capital Management
California
$12.3M -$114K -2,695 -0.9%
US Bancorp
60
US Bancorp
Minnesota
$12.3M +$138K +3,265 +1%
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$12.2M +$3.29M +77,807 +37%
SOS
62
Silver Oak Securities
Tennessee
$12.1M -$329K -7,785 -3%
CB
63
Commerce Bank
Missouri
$12M
PBF
64
Petix & Botte Financial
California
$12M -$12M -284,013 -50%
Wealth Enhancement Advisory Services
65
Wealth Enhancement Advisory Services
Minnesota
$11.8M -$391K -9,250 -3%
IGWM
66
ICA Group Wealth Management
Colorado
$11.8M -$661K -15,642 -5%
WS
67
Wedbush Securities
California
$11.2M -$300K -7,107 -3%
Goldman Sachs
68
Goldman Sachs
New York
$11.1M +$6.35M +150,359 +133%
William Blair & Company
69
William Blair & Company
Illinois
$11M +$9.04K +214 +0.1%
SWM
70
Spire Wealth Management
Virginia
$10.9M -$3.62M -85,705 -25%
Envestnet Portfolio Solutions
71
Envestnet Portfolio Solutions
Illinois
$10.6M -$513K -12,155 -5%
SPG
72
Strategic Planning Group
Utah
$10.4M +$1.77M +41,956 +21%
WIP
73
WealthCare Investment Partners
Rhode Island
$10.2M +$524K +12,416 +5%
IWC
74
Integrated Wealth Concepts
Massachusetts
$9.72M -$3.44M -81,347 -26%
IWM
75
IHT Wealth Management
Illinois
$9.51M -$551K -13,045 -5%