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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
7.61%
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 %
SFP
376
Strategic Financial Partners
Oregon
$446K -$13.3K -297 -3%
OPA
377
Old Port Advisors
Maine
$434K -$14.9K -334 -3%
YIH
378
Y-Intercept (HK)
Hong Kong
$429K +$429K +9,589 New
PI
379
PFG Investments
New York
$426K +$939 +21 +0.2%
OL
380
Owen LaRue
Kentucky
$422K -$23.8K -533 -5%
AA
381
Armis Advisers
Georgia
$420K -$272K -6,089 -39%
MPWS
382
McCarter Private Wealth Services
Massachusetts
$419K
RFP
383
Root Financial Partners
California
$419K -$105K -2,340 -20%
MCC
384
Money Concepts Capital
Florida
$417K
SIM
385
Synergy Investment Management
Florida
$413K -$191K -4,282 -32%
EFG
386
Ehrlich Financial Group
California
$413K
MWM
387
MGB Wealth Management
Texas
$410K +$179 +4 +0%
OIA
388
OneDigital Investment Advisors
Kansas
$409K -$123K -2,741 -23%
MC
389
Moors & Cabot
Massachusetts
$407K +$25.4K +569 +7%
FFA
390
Founders Financial Alliance
North Carolina
$403K +$2.5K +56 +0.6%
WW
391
Waterfront Wealth
Kansas
$402K
DC
392
Davenport & Co
Virginia
$394K +$268 +6 +0.1%
TC
393
Trilogy Capital
California
$394K -$152K -3,407 -28%
QCM
394
Quantinno Capital Management
New York
$394K +$394K +8,807 New
MAS
395
MPWM Advisory Solutions
Georgia
$386K +$386K +8,627 New
SWP
396
Sagespring Wealth Partners
Tennessee
$385K -$175K -3,921 -31%
ACA
397
Aptus Capital Advisors
Alabama
$379K +$20.8K +465 +6%
MFG
398
Merit Financial Group
Georgia
$378K +$8.09K +181 +2%
PA
399
PSI Advisors
Florida
$376K -$112K -2,513 -23%
SFPG
400
Stonebridge Financial Planning Group
Florida
$369K