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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 %
FH
201
FWG Holdings
Florida
$1.99M -$82.3K -1,856 -4%
SWA
202
Stratos Wealth Advisors
Ohio
$1.97M -$289K -6,622 -13%
Fidelity Investments
203
Fidelity Investments
Massachusetts
$1.95M -$123K -2,829 -6%
PTC
204
Private Trust Company
Ohio
$1.94M +$4.98K +114 +0.3%
Mercer Global Advisors
205
Mercer Global Advisors
Colorado
$1.93M -$719K -16,479 -27%
WWA
206
WCG Wealth Advisors
Nevada
$1.89M -$62.4K -1,430 -3%
TRCT
207
Tower Research Capital (TRC)
New York
$1.87M +$422K +9,666 +29%
Citadel Advisors
208
Citadel Advisors
Florida
$1.86M -$3.22M -73,794 -63%
GRP
209
Global Retirement Partners
California
$1.86M +$462K +10,591 +33%
CWM
210
Centurion Wealth Management
Virginia
$1.86M -$95K -2,178 -5%
AF
211
Apollon Financial
South Carolina
$1.84M -$31.6K -723 -2%
DAS
212
Dynamic Advisor Solutions
Arizona
$1.84M
RA
213
RFG Advisory
Alabama
$1.83M +$391K +8,954 +27%
AG
214
AmeriFlex Group
Nevada
$1.83M +$1.83M +41,031 New
KWA
215
Kingswood Wealth Advisors
California
$1.82M +$790K +18,112 +77%
MCWS
216
McKinley Carter Wealth Services
West Virginia
$1.82M -$19K -435 -1%
TWM
217
TCFG Wealth Management
California
$1.75M -$4.89K -112 -0.3%
CIAS
218
Capital Investment Advisory Services
North Carolina
$1.74M -$71.6K -1,641 -4%
SC
219
Savant Capital
Illinois
$1.7M -$246K -5,633 -13%
SFS
220
Sowell Financial Services
Arkansas
$1.69M -$60K -1,374 -3%
WIM
221
Westside Investment Management
California
$1.68M
WAM
222
Walker Asset Management
Missouri
$1.66M +$22.9K +525 +1%
FFN
223
Focus Financial Network
Minnesota
$1.62M +$15.1K +347 +0.9%
SWAG
224
Spectrum Wealth Advisory Group
California
$1.61M -$614K -14,077 -28%
WC
225
Waterloo Capital
Texas
$1.59M -$48.4K -1,109 -3%