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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 %
CCIA
101
Cherry Creek Investment Advisors
Colorado
$6.2M 142,044 -923 -0.6%
MP
102
Moment Partners
California
$6.13M 140,396 +140,396 New
ALA
103
Atlas Legacy Advisors
California
$6.08M 139,433 +139,433 New
PWS
104
Proactive Wealth Strategies
Georgia
$5.96M 136,471 -32,331 -19%
1W
105
1776 Wealth
Georgia
$5.95M 136,273 -411 -0.3%
WAP
106
Wealthcare Advisory Partners
Pennsylvania
$5.86M 134,220 -18,482 -12%
SCA
107
Snowden Capital Advisors
New York
$5.82M 133,294 +17,490 +15%
CL
108
CLG LLC
California
$5.55M 127,175 +127,175 New
Goldman Sachs
109
Goldman Sachs
New York
$5.48M 125,527 -18,086 -13%
AAS
110
Ameritas Advisory Services
Nebraska
$5.46M 125,086 -14,932 -11%
TW
111
Towerpoint Wealth
California
$5.45M 124,788 +1,386 +1%
SG
112
StoneX Group
New York
$5.31M 121,681 +121,681 New
FPWM
113
FSB Premier Wealth Management
Iowa
$5.27M 120,690 +2,379 +2%
GWSG
114
GPS Wealth Strategies Group
Colorado
$5.23M 119,806 +38,591 +48%
WWM
115
Wagner Wealth Management
South Carolina
$5.22M 119,579 -130 -0.1%
KDA
116
Kraft Davis & Associates
Missouri
$5.17M 116,248 -5,775 -5%
BNP Paribas Financial Markets
117
BNP Paribas Financial Markets
France
$5.12M 117,300 +90,527 +338%
BWG
118
Balanced Wealth Group
Ohio
$5.09M 114,520 -2,805 -2%
WWM
119
Western Wealth Management
Colorado
$5.05M 115,606 -760 -0.7%
AWA
120
Arkadios Wealth Advisors
Georgia
$4.88M 111,827 -1,747 -2%
SPC
121
Sigma Planning Corp
Michigan
$4.78M 109,579 +11,465 +12%
BA
122
Ballew Advisors
Mississippi
$4.78M 111,415 +3,223 +3%
FCM
123
Family Capital Management
Michigan
$4.71M 107,881 -2,438 -2%
BC
124
Barrett & Company
Rhode Island
$4.56M 104,438 +4,767 +5%
BPFA
125
Barnes Pettey Financial Advisors
Mississippi
$4.55M 104,292 -5,349 -5%