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First Trust Value Line Dividend Fund

584 hedge funds and large institutions have $7.09B invested in First Trust Value Line Dividend Fund in 2024 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 166 increasing their positions, 250 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
584
Holders Change
+46
Holders Change %
+8.55%
% of All Funds
7.78%
Holding in Top 10
38
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+35.71%
% of All Funds
0.51%
New
95
Increased
166
Reduced
250
Closed
39
Calls
$48K
Puts
Net Calls
+$48K
Net Calls Change
+$48K
Name Holding Trade Value Shares
Change
Shares
Change %
SW
151
Simplicity Wealth
New Jersey
$3.44M +$169K +3,870 +5%
CAM
152
Cozad Asset Management
Illinois
$3.41M -$6.72K -154 -0.2%
KIA
153
Kraematon Investment Advisors
Massachusetts
$3.39M -$41.9K -960 -1%
KIG
154
Kennedy Investment Group
New Jersey
$3.36M +$55.2K +1,266 +2%
IAIM
155
International Assets Investment Management
Florida
$3.33M -$149M -3,427,774 -98%
ECA
156
Elevated Capital Advisors
Utah
$3.31M -$59.9K -1,373 -2%
RW
157
RVW Wealth
California
$3.25M -$274K -6,282 -8%
NLP
158
Next Level Private
New York
$3.21M +$16K +366 +0.5%
Focus Partners Wealth
159
Focus Partners Wealth
Massachusetts
$3.2M +$492K +11,265 +18%
GWM
160
Geneos Wealth Management
Colorado
$3.19M +$148K +3,396 +5%
OIA
161
OneDigital Investment Advisors
Kansas
$3.17M +$492K +11,281 +18%
AFAS
162
Acorn Financial Advisory Services
Virginia
$3.14M -$601K -13,765 -16%
Comerica Bank
163
Comerica Bank
Texas
$3.12M -$82.8K -1,897 -3%
SI
164
Stephens Inc
Arkansas
$3.09M -$28K -641 -0.9%
ACM
165
Advance Capital Management
Michigan
$3.04M -$91.9K -2,106 -3%
GVAG
166
Great Valley Advisor Group
Delaware
$3.02M -$190K -4,348 -6%
WA
167
Waverly Advisors
Alabama
$2.9M -$237K -5,423 -8%
CWA
168
Crux Wealth Advisors
California
$2.89M +$2.89M +66,250 New
RGF
169
Retirement Guys Formula
Ohio
$2.87M -$81K -1,857 -3%
OFS
170
OneAscent Financial Services
Alabama
$2.81M +$2.81M +64,421 New
JWCA
171
J.W. Cole Advisors
Florida
$2.79M -$14.3K -327 -0.5%
EFL
172
ERn Financial LLC
Wisconsin
$2.79M -$104K -2,383 -4%
FHC
173
First Heartland Consultants
Missouri
$2.78M +$761K +17,428 +38%
VF
174
Virtu Financial
New York
$2.77M +$2.38M +54,525 +611%
SWTS
175
Stonehaven Wealth & Tax Solutions
Wisconsin
$2.76M +$2.76M +63,342 New