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First Trust Value Line Dividend Fund

516 hedge funds and large institutions have $5.67B invested in First Trust Value Line Dividend Fund in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 145 increasing their positions, 261 reducing their positions, and 38 closing their positions.

Holders
516
Holders Change
-16
Holders Change %
-3.01%
% of All Funds
7.51%
Holding in Top 10
32
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-27.27%
% of All Funds
0.47%
New
30
Increased
145
Reduced
261
Closed
38
Calls
$12K
Puts
Net Calls
+$12K
Net Calls Change
-$208K
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$914M 22,439,528 -1,743,614 -7%
LPL Financial
2
LPL Financial
California
$755M 18,538,402 -1,451,769 -7%
Wells Fargo
3
Wells Fargo
California
$294M 7,221,451 -544,928 -7%
Bank of America
4
Bank of America
North Carolina
$283M 6,936,193 -604,331 -8%
Ameriprise
5
Ameriprise
Minnesota
$210M 5,156,623 -753,022 -13%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$190M 4,665,938 -951,504 -17%
UBS Group
7
UBS Group
Switzerland
$183M 4,481,082 -510,108 -10%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$172M 4,217,461 -265,334 -6%
RJA
9
Raymond James & Associates
Florida
$157M 3,851,757 -376,812 -9%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$156M 3,816,511 -11,770 -0.3%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$129M 3,159,288 -163,431 -5%
Stifel Financial
12
Stifel Financial
Missouri
$101M 2,466,513 -226,149 -8%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$92.1M 2,259,874 -75,346 -3%
Osaic Holdings
14
Osaic Holdings
Arizona
$81.7M 2,005,053 -316,690 -14%
HighTower Advisors
15
HighTower Advisors
Illinois
$81M 1,987,147 -38,389 -2%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$75.8M 1,860,954 +24,910 +1%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$71.4M 1,751,846 -221,809 -11%
Truist Financial
18
Truist Financial
North Carolina
$59.8M 1,466,420 -97,354 -6%
PAG
19
Private Advisor Group
New Jersey
$54.5M 1,338,555 -136,680 -9%
TC
20
Trilogy Capital
California
$45M 1,103,674 +43,388 +4%
KAS
21
Kestra Advisory Services
Texas
$41M 1,006,171 -169,568 -14%
HI
22
Harbour Investments
Wisconsin
$38.9M 954,745 -119,462 -11%
PFS
23
Prospera Financial Services
Texas
$34M 833,526 -129,294 -13%
NEPWA
24
New England Private Wealth Advisors
Massachusetts
$31.8M 779,264 -2,629 -0.3%
AAS
25
Avantax Advisory Services
Texas
$29.5M 724,833 -33,450 -4%