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First Trust Value Line Dividend Fund

532 hedge funds and large institutions have $6.49B invested in First Trust Value Line Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 155 increasing their positions, 273 reducing their positions, and 35 closing their positions.

Holders
532
Holders Change
+4
Holders Change %
+0.76%
% of All Funds
7.71%
Holding in Top 10
44
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-15.38%
% of All Funds
0.64%
New
49
Increased
155
Reduced
273
Closed
35
Calls
$220K
Puts
Net Calls
+$220K
Net Calls Change
+$9K
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.02B 24,183,142 -30,143,406 -55%
LPL Financial
2
LPL Financial
California
$844M 19,990,171 -1,348,054 -6%
Wells Fargo
3
Wells Fargo
California
$328M 7,766,379 -1,701,336 -18%
Bank of America
4
Bank of America
North Carolina
$318M 7,540,524 -661,372 -8%
Ameriprise
5
Ameriprise
Minnesota
$250M 5,909,645 -2,095,555 -26%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$237M 5,617,442 -837,052 -13%
UBS Group
7
UBS Group
Switzerland
$211M 4,991,190 -849,746 -15%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$189M 4,482,795 -433,993 -9%
RJA
9
Raymond James & Associates
Florida
$179M 4,228,569 -686,292 -14%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$162M 3,828,281 -88,629 -2%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$140M 3,322,719 -298,925 -8%
Stifel Financial
12
Stifel Financial
Missouri
$114M 2,692,662 -174,302 -6%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$98.6M 2,335,220 +1,200,278 +106%
Osaic Holdings
14
Osaic Holdings
Arizona
$98M 2,321,743 -1,058,454 -31%
HighTower Advisors
15
HighTower Advisors
Illinois
$85.5M 2,025,536 +10,625 +0.5%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$83.3M 1,973,655 -111,224 -5%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$77.5M 1,836,044 -540,816 -23%
Truist Financial
18
Truist Financial
North Carolina
$66M 1,563,774 +21,066 +1%
PAG
19
Private Advisor Group
New Jersey
$62.3M 1,475,235 -57,980 -4%
CA
20
Cetera Advisors
Colorado
$56.7M 1,341,819 +551,147 +70%
KAS
21
Kestra Advisory Services
Texas
$49.7M 1,175,739 +43,786 +4%
HI
22
Harbour Investments
Wisconsin
$45.4M 1,074,207 +66,109 +7%
TC
23
Trilogy Capital
California
$44.8M 1,060,286 -388,973 -27%
PFS
24
Prospera Financial Services
Texas
$40.7M 962,820 +31,504 +3%
NEPWA
25
New England Private Wealth Advisors
Massachusetts
$32.9M 781,893 -51,984 -6%