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First Trust Value Line Dividend Fund

528 hedge funds and large institutions have $8.02B invested in First Trust Value Line Dividend Fund in 2023 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 137 increasing their positions, 262 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
528
Holders Change
+21
Holders Change %
+4.14%
% of All Funds
7.74%
Holding in Top 10
52
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.96%
% of All Funds
0.76%
New
71
Increased
137
Reduced
262
Closed
45
Calls
$211K
Puts
Net Calls
+$211K
Net Calls Change
+$218K
Name Holding Trade Value Shares
Change
Shares
Change %
LNC
126
Lincoln National Corp
Pennsylvania
$5.54M -$4.79M -118,109 -46%
CWM
127
Cornerstone Wealth Management
Missouri
$5.51M -$643K -15,859 -10%
AI
128
Atria Investments
North Carolina
$5.48M -$4.27M -105,183 -44%
HIS
129
Harvest Investment Services
Illinois
$5.45M +$384K +9,459 +8%
HF
130
HRT Financial
New York
$5.42M -$3.71M -91,511 -41%
AAS
131
Ameritas Advisory Services
Nebraska
$5.26M -$4.32M -106,353 -45%
FHC
132
First Heartland Consultants
Missouri
$5.23M +$176K +4,348 +3%
Bank of New York Mellon
133
Bank of New York Mellon
New York
$5.22M -$9.86M -243,050 -65%
NS
134
NBC Securities
Alabama
$5.21M -$295K -7,265 -5%
CWM
135
Concentrum Wealth Management
California
$5.2M -$152K -3,737 -3%
FCM
136
Family Capital Management
Michigan
$5.18M -$2.89M -71,136 -36%
TW
137
Towerpoint Wealth
California
$5.07M +$324 +8 +0%
T
138
Tidemark
California
$5M +$5M +123,278 New
WWM
139
Wagner Wealth Management
South Carolina
$4.78M -$119K -2,931 -2%
CBFP
140
Cedar Brook Financial Partners
Ohio
$4.74M -$160K -3,964 -3%
CA
141
Claro Advisors
Massachusetts
$4.74M -$600K -14,782 -11%
HIA
142
Harbor Investment Advisory
Maryland
$4.69M -$127K -3,127 -3%
NW
143
Naviter Wealth
Arkansas
$4.65M -$76K -1,873 -2%
SPC
144
Sigma Planning Corp
Michigan
$4.6M -$4.9M -120,902 -52%
Goldman Sachs
145
Goldman Sachs
New York
$4.59M -$2.76M -67,946 -38%
SWM
146
Solano Wealth Management
California
$4.58M +$71K +1,751 +2%
SAM
147
SignalPoint Asset Management
Missouri
$4.55M -$20.2K -498 -0.4%
TI
148
tru Independence
Oregon
$4.37M -$187K -4,621 -4%
VA
149
Valmark Advisers
Ohio
$4.33M -$74.1K -1,828 -2%
AssetMark Inc
150
AssetMark Inc
California
$4.32M +$1.36M +33,590 +46%