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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change
Shares
Change %
1W
101
1776 Wealth
Georgia
$6.22M -$176K -3,862 -3%
RSWM
102
Robertson Stephens Wealth Management
California
$5.8M +$5.8M +127,425 New
AA
103
Advisory Alpha
Michigan
$5.69M -$861K -18,922 -13%
TW
104
Towerpoint Wealth
California
$5.61M -$195K -4,280 -3%
KDA
105
Kraft Davis & Associates
Missouri
$5.47M -$289K -6,443 -5%
WWM
106
Wagner Wealth Management
South Carolina
$5.45M -$40.4K -889 -0.7%
FPWM
107
FSB Premier Wealth Management
Iowa
$5.38M -$1.44M -31,734 -21%
BWG
108
Balanced Wealth Group
Ohio
$5.34M -$11.3K -248 -0.2%
FAIM
109
Financial Advocates Investment Management
Washington
$5.32M +$146K +3,208 +3%
Citadel Advisors
110
Citadel Advisors
Florida
$5.3M +$3.57M +78,376 +206%
WWM
111
Western Wealth Management
Colorado
$5.29M -$357K -7,855 -6%
SCA
112
Snowden Capital Advisors
New York
$5.27M -$410K -9,006 -7%
AWA
113
Arkadios Wealth Advisors
Georgia
$5.17M +$248K +5,456 +5%
FCM
114
Family Capital Management
Michigan
$5.02M -$130K -2,860 -3%
CWM
115
Cornerstone Wealth Management
Missouri
$5M -$336K -7,397 -6%
BPFA
116
Barnes Pettey Financial Advisors
Mississippi
$4.99M -$1.55M -33,965 -24%
Jones Financial Companies
117
Jones Financial Companies
Missouri
$4.97M +$2.47M +54,431 +99%
TCFP
118
Treasure Coast Financial Planning
Florida
$4.93M -$682 -15 -0%
SEIA
119
Signature Estate & Investment Advisors
California
$4.91M -$322K -7,077 -6%
BA
120
Ballew Advisors
Mississippi
$4.87M +$99.6K +2,212 +2%
BRWA
121
B. Riley Wealth Advisors
Florida
$4.75M -$756K -16,741 -14%
KA
122
Kovack Advisors
Florida
$4.66M +$170K +3,728 +4%
IWM
123
Iams Wealth Management
Nebraska
$4.61M +$1.39M +30,574 +43%
CPIG
124
Chicago Partners Investment Group
Illinois
$4.56M +$27.7K +611 +0.6%
SEP
125
Southland Equity Partners
Missouri
$4.56M +$704K +15,466 +18%