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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 %
CCP
351
Clarity Capital Partners
California
$537K -$150K -3,347 -22%
GI
352
GAMMA Investing
California
$530K +$61.9K +1,385 +13%
UCFA
353
United Capital Financial Advisors
Texas
$527K -$15K -336 -3%
PCS
354
Private Client Services
Kentucky
$524K -$14.6K -326 -3%
KWS
355
Keystone Wealth Services
California
$524K +$45 +1 +0%
ATPW
356
Ashton Thomas Private Wealth
Arizona
$523K -$412K -9,209 -44%
SWM
357
SFG Wealth Management
Maryland
$515K +$36.9K +825 +8%
EWA
358
EverSource Wealth Advisors
Alabama
$503K +$319K +7,142 +173%
UAG
359
United Advisor Group
Ohio
$503K -$3.26K -73 -0.6%
PD
360
Planning Directions
Pennsylvania
$502K +$2.5K +56 +0.5%
HF
361
HRT Financial
New York
$499K +$499K +11,180 New
BWP
362
Bernardo Wealth Planning
Pennsylvania
$498K +$179 +4 +0%
CCC
363
Compass Capital Corp
Massachusetts
$495K -$30.6K -674 -6%
BAM
364
Bellevue Asset Management
Washington
$485K -$15.5K -346 -3%
ASN
365
Advisory Services Network
Georgia
$481K +$79.3K +1,766 +20%
BTI
366
Blue Trust Inc
Georgia
$478K +$5.63K +126 +1%
EFG
367
Elios Financial Group
Ohio
$478K +$89 +2 +0%
GT
368
Greenleaf Trust
Michigan
$476K +$186K +4,168 +64%
M1FG
369
Mach-1 Financial Group
Arkansas
$472K +$472K +10,562 New
CFG
370
Citizens Financial Group
Rhode Island
$471K -$21.5K -480 -4%
AIC
371
Archer Investment Corporation
Indiana
$469K -$18.3K -410 -4%
LWL
372
Leo Wealth LLC
Texas
$467K +$2.68K +60 +0.6%
LSA
373
Lion Street Advisors
Texas
$466K +$492 +11 +0.1%
PFA
374
Plotkin Financial Advisors
Maryland
$454K -$7.11K -159 -2%
4WM
375
49 Wealth Management
Texas
$447K -$199K -4,463 -31%