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First Trust Value Line Dividend Fund

516 hedge funds and large institutions have $5.67B invested in First Trust Value Line Dividend Fund in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 145 increasing their positions, 261 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
516
Holders Change
-16
Holders Change %
-3.01%
% of All Funds
7.51%
Holding in Top 10
32
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-27.27%
% of All Funds
0.47%
New
30
Increased
145
Reduced
261
Closed
38
Calls
$12K
Puts
Net Calls
+$12K
Net Calls Change
-$208K
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
126
Arkadios Wealth Advisors
Georgia
$4.41M +$1.73M +42,366 +64%
TRCT
127
Tower Research Capital (TRC)
New York
$4.32M +$2.16M +53,082 +100%
CPIG
128
Chicago Partners Investment Group
Illinois
$4.32M -$687K -15,877 -14%
NS
129
NBC Securities
Alabama
$4.32M -$412K -10,114 -9%
SPC
130
Sigma Planning Corp
Michigan
$4.23M -$1.7M -41,661 -29%
PIA
131
Perennial Investment Advisors
California
$4.18M -$706K -17,335 -14%
KA
132
Kovack Advisors
Florida
$4.02M +$4.02M +98,650 New
BC
133
Barrett & Company
Rhode Island
$3.98M +$94.1K +2,310 +2%
HIA
134
Harbor Investment Advisory
Maryland
$3.95M -$53.2K -1,305 -1%
CCA
135
Cottonwood Capital Advisors
Utah
$3.93M -$138K -3,409 -3%
KAS
136
KPP Advisory Services
Kentucky
$3.89M -$3.57M -87,528 -48%
SW
137
Simplicity Wealth
New Jersey
$3.76M -$58.5K -1,436 -2%
VA
138
Valmark Advisers
Ohio
$3.75M -$182K -4,456 -5%
GA
139
Goldstein Advisors
Wisconsin
$3.75M +$45.4K +1,113 +1%
AFAS
140
Acorn Financial Advisory Services
Virginia
$3.59M -$73.3K -1,798 -2%
SP
141
Stablepoint Partners
Massachusetts
$3.57M -$483K -11,239 -12%
ACM
142
Advance Capital Management
Michigan
$3.49M -$530K -13,015 -13%
RW
143
RVW Wealth
California
$3.45M -$1.36M -33,382 -28%
SEP
144
Southland Equity Partners
Missouri
$3.45M +$186K +4,567 +6%
MA
145
Mutual Advisors
Nebraska
$3.44M +$101K +2,351 +3%
KWM
146
Kaydan Wealth Management
Michigan
$3.38M -$138K -3,380 -4%
KIA
147
Kraematon Investment Advisors
Massachusetts
$3.36M -$41.6K -1,022 -1%
CAM
148
Cozad Asset Management
Illinois
$3.33M -$102K -2,514 -3%
IF
149
Intrua Financial
Texas
$3.29M +$397K +9,736 +14%
SAM
150
Secure Asset Management
Michigan
$3.28M -$59.5K -1,461 -2%