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First Trust Value Line Dividend Fund

568 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, 263 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
568
Holders Change
-5
Holders Change %
-0.87%
% of All Funds
7.62%
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
263
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
301
Apollon Wealth Management
South Carolina
$739K +$10K +224 +1%
MLRA
302
Main Line Retirement Advisors
Montana
$739K -$282K -6,305 -28%
AFG
303
ABLE Financial Group
Arizona
$739K -$179K -4,003 -19%
IAN
304
Integrated Advisors Network
Texas
$737K -$101K -2,262 -12%
IWA
305
Icon Wealth Advisors
Texas
$734K
FWA
306
FSC Wealth Advisors
New York
$727K -$7.02K -157 -1%
SIG
307
Sargent Investment Group
Maryland
$725K -$23.6K -520 -3%
TPWA
308
Twin Peaks Wealth Advisors
California
$721K -$115K -2,512 -14%
CRWM
309
Castle Rock Wealth Management
California
$713K -$22.7K -500 -3%
CAP
310
Columbia Advisory Partners
Washington
$706K
IF
311
Integrity Financial
Wyoming
$706K -$54.8K -1,226 -7%
WWA
312
Wisconsin Wealth Advisors
Wisconsin
$706K +$706K +15,791 New
CIC
313
Chilton Investment Company
Connecticut
$704K +$704K +15,760 New
TSS
314
Two Sigma Securities
New York
$702K +$17.5K +391 +3%
SC
315
Sykon Capital
New York
$699K +$95.5K +2,137 +16%
IAS
316
Insigneo Advisory Services
Florida
$696K -$24.4K -545 -3%
PWM
317
PMG Wealth Management
Illinois
$693K +$8.18K +183 +1%
LWP
318
LeClair Wealth Partners
Ohio
$673K -$12.5K -280 -2%
WH
319
Willner & Heller
California
$670K -$80K -1,790 -11%
IA
320
Integrity Alliance
Iowa
$659K -$829K -18,546 -56%
WIA
321
Wetzel Investment Advisors
Indiana
$655K -$39.6K -887 -6%
SF
322
Summit Financial
New Jersey
$648K +$34.4K +769 +6%
IWA
323
Inspirion Wealth Advisors
Illinois
$641K -$34.4K -770 -5%
Pathstone Holdings
324
Pathstone Holdings
New Jersey
$638K +$3.62K +81 +0.6%
IWM
325
IMG Wealth Management
Florida
$629K -$216K -4,839 -26%