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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 %
4A
326
4Wealth Advisors
Illinois
$624K +$12.1K +270 +2%
MA
327
Mezzasalma Advisors
New Jersey
$618K -$10.5K -236 -2%
SNWA
328
Siligmueller & Norvid Wealth Advisors
Illinois
$612K +$720 +16 +0.1%
SAM
329
Strategy Asset Managers
California
$607K +$12.7K +285 +2%
SMA
330
Sage Mountain Advisors
Georgia
$607K -$56.9K -1,274 -9%
Natixis Advisors
331
Natixis Advisors
Massachusetts
$603K -$142K -3,170 -19%
CCAL
332
City Center Advisors LLC
Michigan
$597K -$8.67K -194 -1%
TFM
333
Trademark Financial Management
Minnesota
$593K -$23.3K -522 -4%
CF
334
Centaurus Financial
California
$590K +$357 +8 +0.1%
BFG
335
Bleakley Financial Group
New Jersey
$588K -$11.5K -258 -2%
PFA
336
Pure Financial Advisors
California
$583K +$195K +4,358 +50%
PPWM
337
Perissos Private Wealth Management
Oklahoma
$583K +$23.4K +524 +4%
LCWP
338
Legacy Capital Wealth Partners
Arkansas
$578K -$89.5K -2,003 -13%
LAS
339
LWM Advisory Services
Florida
$575K -$17.9K -400 -3%
SWM
340
Shakespeare Wealth Management
Wisconsin
$572K -$6.26K -140 -1%
NB
341
NBT Bank
New York
$571K -$8.9K -199 -2%
MIM
342
MTM Investment Management
South Carolina
$567K -$22.4K -500 -4%
WWA
343
Wealth Watch Advisors
Colorado
$561K +$72.5K +1,623 +15%
TWM
344
TriaGen Wealth Management
California
$557K -$2.15K -48 -0.4%
T
345
Tidemark
California
$554K -$92.9K -2,079 -14%
HSA
346
HBK Sorce Advisory
Pennsylvania
$548K -$9.21K -206 -2%
CCA
347
Cadent Capital Advisors
Oklahoma
$546K +$2.15K +48 +0.4%
KP
348
Keel Point
Alabama
$544K +$6.75K +151 +1%
GAA
349
Global Assets Advisory
Florida
$544K -$1.28M -28,240 -70%
CWM
350
Congress Wealth Management
Massachusetts
$543K +$104K +2,325 +24%