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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.

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 Market Value Shares Shares
Change
Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.29B 29,559 -569 -2%
Morgan Stanley
2
Morgan Stanley
New York
$918M 21,035,695 -356,046 -2%
LPL Financial
3
LPL Financial
California
$769M 17,622,216 +60,712 +0.3%
Bank of America
4
Bank of America
North Carolina
$321M 7,348,602 +199,993 +3%
Raymond James Financial
5
Raymond James Financial
Florida
$292M 6,698,083 +6,698,083 New
Wells Fargo
6
Wells Fargo
California
$291M 6,662,012 -315,238 -5%
Ameriprise
7
Ameriprise
Minnesota
$213M 4,876,116 +296,076 +6%
UBS Group
8
UBS Group
Switzerland
$181M 4,152,107 -125,575 -3%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$169M 3,882,042 -116,490 -3%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$146M 3,337,058 -307,486 -8%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$120M 2,741,625 +1,342 +0%
Stifel Financial
12
Stifel Financial
Missouri
$100M 2,298,044 -120,458 -5%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$89.4M 2,048,309 -28,712 -1%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$82M 1,880,006 +842,631 +81%
HighTower Advisors
15
HighTower Advisors
Illinois
$80.3M 1,841,137 +10,419 +0.6%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$72.2M 1,654,142 +24,361 +1%
Osaic Holdings
17
Osaic Holdings
Arizona
$70.2M 1,608,896 -247,161 -13%
Truist Financial
18
Truist Financial
North Carolina
$60.1M 1,376,053 -99,069 -7%
PAG
19
Private Advisor Group
New Jersey
$53.9M 1,235,546 -16,152 -1%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$49.9M 1,143,859 +5,752 +0.5%
TC
21
Trilogy Capital
California
$48.9M 1,119,638 -3,395 -0.3%
KAS
22
Kestra Advisory Services
Texas
$43.1M 988,611 +7,187 +0.7%
PFS
23
Prospera Financial Services
Texas
$36M 824,842 -14,359 -2%
NEPWA
24
New England Private Wealth Advisors
Massachusetts
$33.3M 763,935 -4,964 -0.6%
HI
25
Harbour Investments
Wisconsin
$33M 755,369 -8,846 -1%