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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 %
SW
151
Simplicity Wealth
New Jersey
$3.41M -$788K -17,318 -19%
FPAS
152
Focus Partners Advisor Solutions
Missouri
$3.4M -$3.47M -76,184 -50%
GVAG
153
Great Valley Advisor Group
Delaware
$3.35M +$45.4K +998 +1%
Comerica Bank
154
Comerica Bank
Texas
$3.34M -$220K -4,839 -6%
PIA
155
Perennial Investment Advisors
California
$3.34M -$1.33M -29,145 -28%
NLP
156
Next Level Private
New York
$3.33M -$31.4K -691 -0.9%
WA
157
Waverly Advisors
Alabama
$3.27M +$97.1K +2,135 +3%
ACM
158
Advance Capital Management
Michigan
$3.27M -$628K -13,797 -16%
SI
159
Stephens Inc
Arkansas
$3.25M -$303K -6,658 -9%
GWM
160
Geneos Wealth Management
Colorado
$3.17M +$1.12M +24,555 +54%
RGF
161
Retirement Guys Formula
Ohio
$3.07M -$49.9K -1,096 -2%
EFL
162
ERn Financial LLC
Wisconsin
$3.02M -$73.4K -1,613 -2%
JWCA
163
J.W. Cole Advisors
Florida
$2.93M +$104K +2,289 +4%
GLA
164
Good Life Advisors
Pennsylvania
$2.88M +$1.36M +29,928 +89%
PS
165
Principal Securities
Iowa
$2.87M +$136K +2,985 +5%
Focus Partners Wealth
166
Focus Partners Wealth
Massachusetts
$2.83M -$18.2M -400,950 -87%
PAS
167
Park Avenue Securities
New York
$2.79M +$585K +12,867 +27%
OIA
168
OneDigital Investment Advisors
Kansas
$2.79M +$147K +3,233 +6%
Mercer Global Advisors
169
Mercer Global Advisors
Colorado
$2.76M +$84.2K +1,852 +3%
CA
170
Claro Advisors
Massachusetts
$2.69M -$118K -2,589 -4%
SB
171
Strategic Blueprint
Georgia
$2.68M +$49.2K +1,082 +2%
GIA
172
Gladstone Institutional Advisory
Florida
$2.66M -$235K -5,164 -8%
CA
173
Continuum Advisory
Idaho
$2.66M +$262K +5,759 +11%
TA
174
TFG Advisers
Michigan
$2.61M -$6.96K -153 -0.3%
FNWM
175
Financial Network Wealth Management
Utah
$2.48M -$22.6K -497 -0.9%