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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.

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 %
KCM
51
Kaye Capital Management
California
$12.9M -$314K -6,909 -2%
RCAG
52
Rehmann Capital Advisory Group
Michigan
$12.9M -$18M -394,711 -58%
Wealth Enhancement Advisory Services
53
Wealth Enhancement Advisory Services
Minnesota
$12.8M +$123K +2,705 +1%
US Bancorp
54
US Bancorp
Minnesota
$12.7M -$299K -6,576 -2%
AF
55
Apexium Financial
Texas
$12.3M -$1.11M -24,355 -8%
AWM
56
AE Wealth Management
Kansas
$12.2M +$5.88M +129,173 +93%
SOS
57
Silver Oak Securities
Tennessee
$11.8M -$724K -15,926 -6%
WIP
58
WealthCare Investment Partners
Rhode Island
$11.3M +$377K +8,425 +3%
AssetMark Inc
59
AssetMark Inc
California
$11.3M +$3.59M +79,009 +47%
BFA
60
Beacon Financial Advisory
Ohio
$11.3M +$881K +19,376 +8%
HPC
61
Hobart Private Capital
North Carolina
$11M +$687K +15,100 +7%
IA
62
IFP Advisors
Florida
$10.8M -$1.34M -29,362 -11%
William Blair & Company
63
William Blair & Company
Illinois
$10.3M -$58K -1,275 -0.6%
PWA
64
PCG Wealth Advisors
Kansas
$10.2M +$24.6K +541 +0.2%
IWC
65
Integrated Wealth Concepts
Massachusetts
$10.1M -$423K -9,301 -4%
PCG
66
Prosperity Consulting Group
Maryland
$9.93M +$9.93M +218,191 New
FA
67
Fountainhead AM
New Jersey
$9.81M -$243K -5,331 -2%
CIA
68
Concurrent Investment Advisors
Florida
$9.48M +$361K +7,945 +4%
HFP
69
Holistic Financial Partners
Indiana
$9.43M +$233K +5,131 +3%
1SB
70
1ST Source Bank
Indiana
$9.07M -$140K -3,068 -2%
EH
71
Equitable Holdings
New York
$8.93M -$538K -11,822 -6%
FA
72
Flagstar Advisors
New York
$8.86M -$100K -2,199 -1%
WS
73
Wedbush Securities
California
$8.82M -$366K -8,052 -4%
IAA
74
Independent Advisor Alliance
North Carolina
$8.49M +$1.13M +24,852 +15%
CAS
75
Coppell Advisory Solutions
Texas
$8.35M +$1.75M +38,494 +27%