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First Trust Value Line Dividend Fund

528 hedge funds and large institutions have $8.02B invested in First Trust Value Line Dividend Fund in 2023 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 137 increasing their positions, 262 reducing their positions, and 45 closing their positions.

Holders
528
Holders Change
+21
Holders Change %
+4.14%
% of All Funds
7.74%
Holding in Top 10
52
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.96%
% of All Funds
0.76%
New
71
Increased
137
Reduced
262
Closed
45
Calls
$211K
Puts
Net Calls
+$211K
Net Calls Change
+$218K
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$2.2B 54,326,548 +24,641,091 +83%
LPL Financial
2
LPL Financial
California
$865M 21,338,225 -1,290,989 -6%
Wells Fargo
3
Wells Fargo
California
$384M 9,467,715 -202,108 -2%
Bank of America
4
Bank of America
North Carolina
$333M 8,201,896 -864,792 -10%
Ameriprise
5
Ameriprise
Minnesota
$325M 8,005,200 -773,755 -9%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$262M 6,454,494 -42,319 -0.7%
UBS Group
7
UBS Group
Switzerland
$237M 5,840,936 -970,134 -14%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$199M 4,916,788 -313,124 -6%
RJA
9
Raymond James & Associates
Florida
$199M 4,914,861 -597,531 -11%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$159M 3,916,910 -256,821 -6%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$147M 3,621,644 -438,607 -11%
Osaic Holdings
12
Osaic Holdings
Arizona
$137M 3,380,197 -1,208,735 -26%
Stifel Financial
13
Stifel Financial
Missouri
$116M 2,866,964 -954,208 -25%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$96.4M 2,376,860 -433,738 -15%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$84.6M 2,084,879 +11,477 +0.6%
HighTower Advisors
16
HighTower Advisors
Illinois
$81.7M 2,014,911 +429,041 +27%
Truist Financial
17
Truist Financial
North Carolina
$62.6M 1,542,708 -48,524 -3%
PAG
18
Private Advisor Group
New Jersey
$62.2M 1,533,215 +97,907 +7%
TC
19
Trilogy Capital
California
$58.8M 1,449,259 +105,538 +8%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$46M 1,134,942 -143,948 -11%
KAS
21
Kestra Advisory Services
Texas
$45.9M 1,131,953 -218,340 -16%
AAS
22
Avantax Advisory Services
Texas
$45.3M 1,116,669 -37,153 -3%
HI
23
Harbour Investments
Wisconsin
$40.9M 1,008,098 +36,819 +4%
PFS
24
Prospera Financial Services
Texas
$37.8M 931,316 -12,588 -1%
NEPWA
25
New England Private Wealth Advisors
Massachusetts
$33.8M 833,877 -43,719 -5%