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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 Market Value Shares Shares
Change
Shares
Change %
UL
76
Unionview LLC
Washington
$8.2M 180,169 -2,098 -1%
Two Sigma Investments
77
Two Sigma Investments
New York
$7.99M 175,700 +175,700 New
CCFM
78
Clear Creek Financial Management
Washington
$7.91M 173,939 -2,809 -2%
BWA
79
BlueChip Wealth Advisors
Georgia
$7.9M 173,698 -4,792 -3%
IWM
80
IHT Wealth Management
Illinois
$7.87M 172,996 -47,685 -22%
CA
81
Crumly & Associates
Illinois
$7.76M 170,626 -655 -0.4%
PWS
82
Proactive Wealth Strategies
Georgia
$7.68M 168,802 +168,802 New
OC
83
Oppenheimer & Co
New York
$7.54M 165,775 +3,135 +2%
OPS
84
Orion Portfolio Solutions
Nebraska
$7.33M 161,048 +41,496 +35%
BCI
85
Brinker Capital Investments
Pennsylvania
$7.33M 161,048 +41,496 +35%
BPA
86
Beacon Pointe Advisors
California
$7.29M 160,332 -1,679 -1%
AF
87
Allworth Financial
California
$7.27M 159,736 -3,549 -2%
PVI
88
Pine Valley Investments
New Jersey
$7.22M 158,772 -3,700 -2%
GWP
89
Gateway Wealth Partners
Wisconsin
$7.13M 156,843 -14,096 -8%
CWM
90
Concentrum Wealth Management
California
$7.13M 156,677 +1,882 +1%
SFWC
91
Strategic Family Wealth Counselors
New Jersey
$7.08M 155,708 +7,699 +5%
WAP
92
Wealthcare Advisory Partners
Pennsylvania
$6.95M 152,702 -35,705 -19%
HIS
93
Harvest Investment Services
Illinois
$6.94M 152,541 +8,104 +6%
AI
94
Atria Investments
North Carolina
$6.78M 149,042 +22,668 +18%
DFA
95
DHJJ Financial Advisors
Illinois
$6.72M 147,689 +880 +0.6%
WIA
96
World Investment Advisors
California
$6.7M 147,346 +141,817 +2,565%
Bank of New York Mellon
97
Bank of New York Mellon
New York
$6.65M 146,216 +22,983 +19%
Goldman Sachs
98
Goldman Sachs
New York
$6.53M 143,613 -26,748 -16%
CCIA
99
Cherry Creek Investment Advisors
Colorado
$6.5M 142,967 +2,093 +1%
AAS
100
Ameritas Advisory Services
Nebraska
$6.37M 140,018 -8,014 -5%