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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 %
Susquehanna International Group
176
Susquehanna International Group
Pennsylvania
$2.43M -$3.04M -66,872 -56%
SWA
177
Stratos Wealth Advisors
Ohio
$2.35M -$349K -7,679 -13%
SWAG
178
Spectrum Wealth Advisory Group
California
$2.31M -$4.22M -92,772 -65%
PWP
179
Pursue Wealth Partners
California
$2.31M
PSF
180
Pacific Sun Financial
California
$2.28M -$31.8K -700 -1%
LWP
181
Laurel Wealth Planning
Minnesota
$2.27M -$71.2K -1,566 -3%
MCM
182
MAI Capital Management
Ohio
$2.26M -$134K -2,938 -6%
WMWM
183
Whitaker-Myers Wealth Managers
Ohio
$2.24M +$48.3K +1,062 +2%
AWM
184
Accel Wealth Management
Iowa
$2.24M -$69.9K -1,537 -3%
BA
185
Bridge Advisory
California
$2.22M -$8.19K -180 -0.4%
Jane Street
186
Jane Street
New York
$2.22M -$781K -17,173 -26%
SWM
187
Spire Wealth Management
Virginia
$2.22M +$40.5K +890 +2%
FCAS
188
First Command Advisory Services
Texas
$2.21M -$241K -5,300 -10%
Fidelity Investments
189
Fidelity Investments
Massachusetts
$2.16M +$61.6K +1,355 +3%
FH
190
FWG Holdings
Florida
$2.12M -$16.6K -367 -0.8%
FHC
191
First Heartland Consultants
Missouri
$2.1M -$3.77M -82,944 -64%
RJT
192
Raymond James Trust
Florida
$2.07M -$565K -12,411 -21%
CWM
193
Centurion Wealth Management
Virginia
$2.04M +$2.04M +44,852 New
WWA
194
WCG Wealth Advisors
Nevada
$2.03M -$308K -6,772 -13%
LFAS
195
Level Four Advisory Services
Texas
$2.03M +$43.3K +970 +2%
SC
196
Savant Capital
Illinois
$2.02M +$506K +11,127 +33%
PTC
197
Private Trust Company
Ohio
$2.02M -$63.8K -1,402 -3%
PA
198
PFG Advisors
Arizona
$2.02M +$84.1K +1,848 +4%
NB
199
NBT Bank
New York
$2M -$198K -4,343 -9%
AF
200
Apollon Financial
South Carolina
$1.95M -$204K -4,489 -9%