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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 %
KWM
151
Kingsview Wealth Management
Oregon
$3.21M -$68.7K -1,686 -2%
Comerica Bank
152
Comerica Bank
Texas
$3.19M -$364K -8,922 -10%
KIG
153
Kowal Investment Group
Wisconsin
$3.19M -$70.3K -1,726 -2%
SI
154
Stephens Inc
Arkansas
$3.18M -$19.9K -488 -0.6%
ECA
155
Elevated Capital Advisors
Utah
$3.17M -$5.75M -141,168 -64%
IAIM
156
International Assets Investment Management
Florida
$3.15M -$141K -3,449 -4%
VF
157
Virtu Financial
New York
$3.07M -$6.48K -159 -0.2%
KIG
158
Kennedy Investment Group
New Jersey
$3.03M +$161K +3,939 +6%
NLP
159
Next Level Private
New York
$3.01M -$13.8M -337,992 -82%
GVAG
160
Great Valley Advisor Group
Delaware
$2.96M +$18.3K +448 +0.6%
IWM
161
Iams Wealth Management
Nebraska
$2.89M -$666K -16,337 -19%
WA
162
Waverly Advisors
Alabama
$2.85M +$269K +6,613 +10%
RGF
163
Retirement Guys Formula
Ohio
$2.8M -$39.3K -965 -1%
BNP Paribas Financial Markets
164
BNP Paribas Financial Markets
France
$2.78M +$2M +49,136 +257%
EFL
165
ERn Financial LLC
Wisconsin
$2.77M -$38.9K -954 -1%
Jane Street
166
Jane Street
New York
$2.69M -$2.14M -52,636 -44%
GIA
167
Gladstone Institutional Advisory
Florida
$2.59M -$433K -10,633 -14%
JWCA
168
J.W. Cole Advisors
Florida
$2.53M +$33.3K +818 +1%
CA
169
Claro Advisors
Massachusetts
$2.52M -$314K -7,709 -11%
P
170
&Partners
Tennessee
$2.49M +$1.84M +45,148 +281%
PS
171
Principal Securities
Iowa
$2.45M -$145K -3,556 -6%
SWA
172
Stratos Wealth Advisors
Ohio
$2.42M -$528K -12,968 -18%
Mercer Global Advisors
173
Mercer Global Advisors
Colorado
$2.4M +$537K +13,176 +29%
SPI
174
Santori & Peters Inc
Pennsylvania
$2.37M -$35.2K -865 -1%
OIA
175
OneDigital Investment Advisors
Kansas
$2.37M -$105K -2,574 -4%