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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 %
EH
76
Equitable Holdings
New York
$9.3M -$3.16M -74,913 -25%
ECA
77
Elevated Capital Advisors
Utah
$9.25M +$469K +11,102 +5%
AAS
78
Ameritas Advisory Services
Nebraska
$9.24M +$3.86M +92,855 +72%
PWA
79
PCG Wealth Advisors
Kansas
$9.05M +$708K +16,772 +8%
HFP
80
Holistic Financial Partners
Indiana
$8.88M +$444K +10,516 +5%
CWM
81
Centurion Wealth Management
Virginia
$8.83M -$3.33M -78,939 -27%
FA
82
Flagstar Advisors
New York
$8.72M -$564K -13,364 -6%
1SB
83
1ST Source Bank
Indiana
$8.5M +$20.2K +479 +0.2%
Citadel Advisors
84
Citadel Advisors
Florida
$8.25M +$1.41M +33,459 +21%
WAP
85
Wealthcare Advisory Partners
Pennsylvania
$8.1M +$121K +2,860 +2%
BWA
86
BlueChip Wealth Advisors
Georgia
$8.05M -$44.4K -1,052 -0.5%
LFG
87
Larson Financial Group
Missouri
$8.04M +$6.24M +147,710 +345%
CCFM
88
Clear Creek Financial Management
Washington
$7.79M -$3.64M -86,228 -32%
UL
89
Unionview LLC
Washington
$7.78M -$7.44M -176,203 -49%
AF
90
Allworth Financial
California
$7.75M +$1.74M +41,249 +29%
KAS
91
KPP Advisory Services
Kentucky
$7.73M +$7.73M +183,011 New
FPAS
92
Focus Partners Advisor Solutions
Missouri
$7.59M -$1.4M -33,100 -16%
BRWA
93
B. Riley Wealth Advisors
Florida
$7.49M +$1.22M +32,673 +19%
FPWM
94
FSB Premier Wealth Management
Iowa
$7.41M -$170K -4,021 -2%
CA
95
Crumly & Associates
Illinois
$7.38M -$24.9K -590 -0.3%
CIA
96
Concurrent Investment Advisors
Florida
$7.18M +$1.31M +31,089 +22%
PVI
97
Pine Valley Investments
New Jersey
$7.16M -$11.5M -272,412 -62%
BPA
98
Beacon Pointe Advisors
California
$7.15M -$109K -2,576 -1%
AFP
99
Ausdal Financial Partners
Iowa
$7.12M +$300K +7,115 +4%
BPFA
100
Barnes Pettey Financial Advisors
Mississippi
$7.07M -$316K -7,473 -4%