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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 %
EH
76
Equitable Holdings
New York
$8.28M 189,721 -6,514 -3%
1SB
77
1ST Source Bank
Indiana
$8.1M 185,521 -13,796 -7%
WIA
78
World Investment Advisors
California
$7.97M 182,532 +35,186 +24%
BWA
79
BlueChip Wealth Advisors
Georgia
$7.91M 181,241 +7,543 +4%
UL
80
Unionview LLC
Washington
$7.85M 179,632 -537 -0.3%
GWP
81
Gateway Wealth Partners
Wisconsin
$7.76M 177,734 +20,891 +13%
CCFM
82
Clear Creek Financial Management
Washington
$7.61M 174,286 +347 +0.2%
CWM
83
Concentrum Wealth Management
California
$7.57M 173,480 +16,803 +11%
CA
84
Crumly & Associates
Illinois
$7.44M 170,405 -221 -0.1%
OC
85
Oppenheimer & Co
New York
$7.29M 167,007 +1,232 +0.7%
AI
86
Atria Investments
North Carolina
$7.21M 165,286 +16,244 +11%
FTUS
87
Flow Traders U.S.
New York
$7.14M 163,704 +163,704 New
HSWS
88
Higgins & Schmidt Wealth Strategies
Colorado
$7.04M 161,433 -162,041 -50%
PVI
89
Pine Valley Investments
New Jersey
$6.98M 159,902 +1,130 +0.7%
BPA
90
Beacon Pointe Advisors
California
$6.93M 158,723 -1,609 -1%
SFWC
91
Strategic Family Wealth Counselors
New Jersey
$6.87M 157,333 +1,625 +1%
BCI
92
Brinker Capital Investments
Pennsylvania
$6.79M 155,598 -5,450 -3%
OPS
93
Orion Portfolio Solutions
Nebraska
$6.79M 155,598 -5,450 -3%
HIS
94
Harvest Investment Services
Illinois
$6.67M 152,777 +236 +0.2%
IWM
95
IHT Wealth Management
Illinois
$6.59M 150,945 -22,051 -13%
CAS
96
Coppell Advisory Solutions
Texas
$6.58M 150,380 -33,313 -18%
AWM
97
AE Wealth Management
Kansas
$6.57M 150,437 -117,990 -44%
WS
98
Wedbush Securities
California
$6.48M 148,414 -45,451 -23%
AF
99
Allworth Financial
California
$6.3M 142,507 -17,229 -11%
DFA
100
DHJJ Financial Advisors
Illinois
$6.24M 142,914 -4,775 -3%