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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 %
BC
126
Barrett & Company
Rhode Island
$4.53M +$86K +1,891 +2%
SPC
127
Sigma Planning Corp
Michigan
$4.46M -$255K -5,615 -5%
HIA
128
Harbor Investment Advisory
Maryland
$4.39M -$25.4K -559 -0.6%
P
129
&Partners
Tennessee
$4.38M +$1.59M +35,055 +57%
VA
130
Valmark Advisers
Ohio
$4.18M -$14.8K -326 -0.4%
GA
131
Goldstein Advisors
Wisconsin
$4.13M -$53.2K -1,169 -1%
KAS
132
KPP Advisory Services
Kentucky
$4.02M -$322K -7,080 -7%
MA
133
Mutual Advisors
Nebraska
$3.96M +$337K +7,449 +9%
CCA
134
Cottonwood Capital Advisors
Utah
$3.96M -$464K -10,201 -10%
NS
135
NBC Securities
Alabama
$3.96M -$859K -18,889 -18%
KWM
136
Kingsview Wealth Management
Oregon
$3.92M +$333K +7,320 +9%
AFAS
137
Acorn Financial Advisory Services
Virginia
$3.9M -$106K -2,325 -3%
GWSG
138
GPS Wealth Strategies Group
Colorado
$3.68M +$1.2M +26,431 +48%
RW
139
RVW Wealth
California
$3.67M -$179K -3,925 -5%
KWM
140
Kaydan Wealth Management
Michigan
$3.67M -$102K -2,248 -3%
SAM
141
Secure Asset Management
Michigan
$3.64M -$23.2K -511 -0.6%
IF
142
Intrua Financial
Texas
$3.58M -$90.3K -1,986 -2%
MSFS
143
Main Street Financial Solutions
Pennsylvania
$3.58M +$988K +21,718 +38%
KIA
144
Kraematon Investment Advisors
Massachusetts
$3.57M -$181K -3,970 -5%
CAM
145
Cozad Asset Management
Illinois
$3.57M -$154K -3,382 -4%
AFP
146
Ausdal Financial Partners
Iowa
$3.56M -$3.57M -78,422 -50%
KIG
147
Kowal Investment Group
Wisconsin
$3.53M -$28K -615 -0.8%
ECA
148
Elevated Capital Advisors
Utah
$3.52M -$23K -505 -0.6%
KIG
149
Kennedy Investment Group
New Jersey
$3.44M +$59.2K +1,301 +2%
SP
150
Stablepoint Partners
Massachusetts
$3.42M -$356K -7,830 -9%