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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 %
BFA
101
Beacon Financial Advisory
Ohio
$6.76M -$62.8K -1,487 -0.9%
OC
102
Oppenheimer & Co
New York
$6.53M -$280K -6,622 -4%
KCFA
103
Key Client Fiduciary Advisors
New Jersey
$6.44M +$30.6K +724 +0.5%
IAA
104
Independent Advisor Alliance
North Carolina
$6.27M +$2.2M +52,175 +54%
CCIA
105
Cherry Creek Investment Advisors
Colorado
$6.25M +$398K +9,428 +7%
SFWC
106
Strategic Family Wealth Counselors
New Jersey
$6.22M +$146K +3,465 +2%
AssetMark Inc
107
AssetMark Inc
California
$6.21M +$1.71M +40,426 +38%
1W
108
1776 Wealth
Georgia
$6.19M -$200K -4,734 -3%
CWM
109
Concentrum Wealth Management
California
$6.17M +$757K +17,938 +14%
SPC
110
Sigma Planning Corp
Michigan
$6.14M +$1.35M +31,938 +28%
SCA
111
Snowden Capital Advisors
New York
$6.09M -$1.47M -34,769 -19%
DFA
112
DHJJ Financial Advisors
Illinois
$6.08M +$2.03K +48 +0%
CASC
113
Coppell Advisory Solutions Corp
Texas
$5.97M +$5.97M +141,400 New
SWAG
114
Spectrum Wealth Advisory Group
California
$5.9M +$78.2K +1,851 +1%
WWM
115
Western Wealth Management
Colorado
$5.87M -$2.52M -59,611 -30%
HIS
116
Harvest Investment Services
Illinois
$5.67M +$1.31K +31 +0%
FHC
117
First Heartland Consultants
Missouri
$5.62M +$174K +4,127 +3%
AI
118
Atria Investments
North Carolina
$5.54M -$167K -3,948 -3%
GWP
119
Gateway Wealth Partners
Wisconsin
$5.53M -$333K -7,883 -6%
LNC
120
Lincoln National Corp
Pennsylvania
$5.52M -$252K -5,976 -4%
AWM
121
AE Wealth Management
Kansas
$5.43M -$11.1M -262,190 -67%
TW
122
Towerpoint Wealth
California
$5.23M -$57.9K -1,372 -1%
FAIM
123
Financial Advocates Investment Management
Washington
$5.18M -$1.4M -33,198 -21%
NW
124
Naviter Wealth
Arkansas
$5.18M +$330K +7,808 +7%
WWM
125
Wagner Wealth Management
South Carolina
$5.1M +$132K +3,131 +3%