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First Trust Value Line Dividend Fund

565 hedge funds and large institutions have $5.69B invested in First Trust Value Line Dividend Fund in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 184 increasing their positions, 261 reducing their positions, and 36 closing their positions.

Holders
565
Holders Change
-8
Holders Change %
-1.4%
% of All Funds
7.59%
Holding in Top 10
33
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.81%
% of All Funds
0.44%
New
39
Increased
184
Reduced
261
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$890M 19,899,789 -76,083 -0.4%
LPL Financial
2
LPL Financial
California
$791M 17,691,185 +33,051 +0.2%
Bank of America
3
Bank of America
North Carolina
$290M 6,488,951 -187,130 -3%
Wells Fargo
4
Wells Fargo
California
$273M 6,108,478 -154,094 -2%
Raymond James Financial
5
Raymond James Financial
Florida
$267M 5,964,805 -317,007 -5%
Ameriprise
6
Ameriprise
Minnesota
$249M 5,579,921 +758,020 +16%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$179M 4,006,516 +234,678 +6%
UBS Group
8
UBS Group
Switzerland
$171M 3,815,572 -153,586 -4%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$137M 3,061,677 -231,875 -7%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$114M 2,539,511 -549,735 -18%
Osaic Holdings
11
Osaic Holdings
Arizona
$105M 2,387,868 -181,872 -7%
Stifel Financial
12
Stifel Financial
Missouri
$101M 2,267,270 +3,996 +0.2%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$90.9M 2,033,286 -7,069 -0.3%
HighTower Advisors
14
HighTower Advisors
Illinois
$83M 1,857,687 +32,296 +2%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$81.5M 1,823,653 +225,450 +14%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$67.4M 1,506,749 -494,007 -25%
Truist Financial
17
Truist Financial
North Carolina
$59.9M 1,340,817 -17,798 -1%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$51M 1,141,242 +38,742 +4%
KAS
19
Kestra Advisory Services
Texas
$41.5M 928,117 -26,824 -3%
PFS
20
Prospera Financial Services
Texas
$36.8M 822,734 -16,692 -2%
NEPWA
21
New England Private Wealth Advisors
Massachusetts
$34.4M 762,256 +4,069 +0.5%
PAG
22
Private Advisor Group
New Jersey
$34.2M 765,861 -262,883 -26%
IA
23
Intellus Advisors
Florida
$29.5M 660,409 +12,750 +2%
HI
24
Harbour Investments
Wisconsin
$29.3M 655,488 -24,048 -4%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$26.4M 590,603 -14,293 -2%