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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 %
BW
51
BostonPremier Wealth
Massachusetts
$13.5M 309,815 +309,815 New
HPC
52
Hobart Private Capital
North Carolina
$12.8M 293,236 +51,838 +21%
SA
53
Sanctuary Advisors
Indiana
$12.7M 283,907 -1,786 -0.6%
KCM
54
Kaye Capital Management
California
$12.4M 284,807 +799 +0.3%
CB
55
Commerce Bank
Missouri
$12.4M 283,723 -930 -0.3%
US Bancorp
56
US Bancorp
Minnesota
$12.2M 280,587 +417 +0.1%
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$12.2M 278,684 -6,912 -2%
RCAG
58
Rehmann Capital Advisory Group
Michigan
$11.7M 268,798 -14,748 -5%
Envestnet Portfolio Solutions
59
Envestnet Portfolio Solutions
Illinois
$11.5M 263,654 -32,017 -11%
SOS
60
Silver Oak Securities
Tennessee
$11.3M 260,916 +660 +0.3%
AF
61
Apexium Financial
Texas
$11.3M 259,953 -11,071 -4%
PCG
62
Prosperity Consulting Group
Maryland
$11.2M 255,867 +37,676 +17%
WIP
63
WealthCare Investment Partners
Rhode Island
$11.1M 255,533 +1,813 +0.7%
BFA
64
Beacon Financial Advisory
Ohio
$10.8M 248,323 -76 -0%
CF
65
Claris Financial
Virginia
$10.7M 245,128 +245,128 New
IA
66
IFP Advisors
Florida
$10.2M 233,991 -3,811 -2%
William Blair & Company
67
William Blair & Company
Illinois
$9.87M 226,250 -300 -0.1%
PWA
68
PCG Wealth Advisors
Kansas
$9.74M 223,265 -1,832 -0.8%
HFP
69
Holistic Financial Partners
Indiana
$9.56M 218,998 +11,699 +6%
IWC
70
Integrated Wealth Concepts
Massachusetts
$9.51M 217,901 -4,945 -2%
Jones Financial Companies
71
Jones Financial Companies
Missouri
$9.32M 213,607 +104,295 +95%
FA
72
Fountainhead AM
New Jersey
$9.23M 211,591 -4,167 -2%
CIA
73
Concurrent Investment Advisors
Florida
$8.97M 205,527 -2,772 -1%
AssetMark Inc
74
AssetMark Inc
California
$8.96M 205,207 -43,210 -17%
FA
75
Flagstar Advisors
New York
$8.65M 198,157 +3,429 +2%