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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 %
DAS
201
Dynamic Advisor Solutions
Arizona
$1.91M -$26.8K -589 -1%
MCWS
202
McKinley Carter Wealth Services
West Virginia
$1.91M -$6.1K -134 -0.3%
CIAS
203
Capital Investment Advisory Services
North Carolina
$1.89M -$53.8K -1,183 -3%
SFS
204
Sowell Financial Services
Arkansas
$1.83M -$196K -4,310 -10%
TWM
205
TCFG Wealth Management
California
$1.83M +$1.83M +40,150 New
FFS
206
Founders Financial Securities
Maryland
$1.78M -$680K -14,951 -28%
SAM
207
SignalPoint Asset Management
Missouri
$1.77M -$590K -12,983 -25%
NL
208
NWAM LLC
Washington
$1.75M +$1.75M +38,437 New
WIM
209
Westside Investment Management
California
$1.73M +$210K +4,655 +14%
TCM
210
Triumph Capital Management
Colorado
$1.72M +$22K +484 +1%
WAM
211
Walker Asset Management
Missouri
$1.71M
WC
212
Waterloo Capital
Texas
$1.71M -$319K -7,009 -16%
FFN
213
Focus Financial Network
Minnesota
$1.67M +$51.5K +1,133 +3%
CFCI
214
Comprehensive Financial Consultants Institutional
Indiana
$1.66M -$18.7K -411 -1%
BW
215
Bison Wealth
Georgia
$1.59M -$739K -16,256 -32%
VVP
216
Venture Visionary Partners
Ohio
$1.59M +$3.59K +79 +0.2%
HGERS
217
Householder Group Estate & Retirement Specialist
Arizona
$1.59M +$13.2K +291 +0.8%
TI
218
tru Independence
Oregon
$1.57M -$69.5K -1,527 -4%
TRCT
219
Tower Research Capital (TRC)
New York
$1.51M -$3.32M -72,919 -69%
RA
220
RFG Advisory
Alabama
$1.5M +$39.8K +874 +3%
AF
221
Advisornet Financial
Minnesota
$1.48M -$7.01K -154 -0.5%
Lido Advisors
222
Lido Advisors
California
$1.48M -$391K -8,595 -21%
Thrivent Financial for Lutherans
223
Thrivent Financial for Lutherans
Minnesota
$1.46M -$7.82K -172 -0.5%
GRP
224
Global Retirement Partners
California
$1.46M -$990K -21,754 -40%
SPG
225
Strategic Planning Group
Utah
$1.45M -$10.3M -225,555 -88%