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First Trust Value Line Dividend Fund

532 hedge funds and large institutions have $6.49B invested in First Trust Value Line Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 155 increasing their positions, 273 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
532
Holders Change
+4
Holders Change %
+0.76%
% of All Funds
7.71%
Holding in Top 10
44
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-15.38%
% of All Funds
0.64%
New
49
Increased
155
Reduced
273
Closed
35
Calls
$220K
Puts
Net Calls
+$220K
Net Calls Change
+$9K
Name Holding Trade Value Shares
Change
Shares
Change %
Susquehanna International Group
151
Susquehanna International Group
Pennsylvania
$3.77M -$3.47M -82,171 -48%
Comerica Bank
152
Comerica Bank
Texas
$3.69M -$338K -7,995 -8%
KWM
153
Kaydan Wealth Management
Michigan
$3.64M +$22.6K +534 +0.6%
SAM
154
SignalPoint Asset Management
Missouri
$3.58M -$1.16M -27,515 -25%
IWM
155
Iams Wealth Management
Nebraska
$3.57M -$33.7K -823 -0.9%
CAM
156
Cozad Asset Management
Illinois
$3.56M -$154K -3,645 -4%
KIA
157
Kraematon Investment Advisors
Massachusetts
$3.53M -$88.1K -2,085 -2%
CIAS
158
Capital Investment Advisory Services
North Carolina
$3.51M -$922K -21,837 -21%
SAM
159
Secure Asset Management
Michigan
$3.46M +$251K +5,947 +8%
AF
160
Apollon Financial
South Carolina
$3.43M -$798K -18,888 -19%
KWM
161
Kingsview Wealth Management
Oregon
$3.4M +$247K +5,848 +8%
IAIM
162
International Assets Investment Management
Florida
$3.38M -$228K -5,456 -6%
SEP
163
Southland Equity Partners
Missouri
$3.38M +$129K +3,044 +4%
KIG
164
Kowal Investment Group
Wisconsin
$3.38M -$151K -3,580 -4%
SI
165
Stephens Inc
Arkansas
$3.31M +$1.61K +38 +0%
MA
166
Mutual Advisors
Nebraska
$3.28M +$217K +5,145 +7%
Qube Research & Technologies (QRT)
167
Qube Research & Technologies (QRT)
United Kingdom
$3.21M +$1.4M +33,077 +77%
VF
168
Virtu Financial
New York
$3.19M +$2.85M +67,589 +856%
RJT
169
Raymond James Trust
Florida
$3.17M -$473K -11,200 -13%
CFD
170
Creative Financial Designs
Indiana
$3.16M +$361K +8,549 +13%
GIA
171
Gladstone Institutional Advisory
Florida
$3.14M -$318K -7,529 -9%
SWA
172
Stratos Wealth Advisors
Ohio
$3.06M +$1.92M +45,512 +169%
GVAG
173
Great Valley Advisor Group
Delaware
$3.05M +$1.65M +39,087 +118%
IF
174
Integrity Financial
Wyoming
$3.04M -$3.55M -84,136 -54%
IF
175
Intrua Financial
Texas
$3M +$340K +8,058 +13%