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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 %
CL
401
Choreo LLC
Illinois
$367K -$20.6K -460 -5%
FA
402
Fermata Advisors
California
$367K +$1.07K +24 +0.3%
GPA
403
Guerra Pan Advisors
New Jersey
$364K
IWP
404
IAG Wealth Partners
Wisconsin
$363K -$18.6K -417 -5%
FIM
405
Freedom Investment Management
Connecticut
$360K -$54.2K -1,212 -13%
CRC
406
Curi RMB Capital
Illinois
$359K +$44.1K +986 +14%
BWP
407
Balboa Wealth Partners
Arizona
$354K -$1.34K -30 -0.4%
TIAA Trust, National Association
408
TIAA Trust, National Association
North Carolina
$354K +$82.7K +1,849 +30%
MCCP
409
Mission Creek Capital Partners
California
$344K +$1.34K +30 +0.4%
WFS
410
Weitzel Financial Services
Iowa
$343K +$272 +6 +0.1%
HWM
411
HB Wealth Management
Georgia
$340K -$717K -16,043 -68%
CFD
412
Creative Financial Designs
Indiana
$340K +$86.3K +1,930 +34%
OWA
413
Opal Wealth Advisors
New York
$330K -$32.6K -729 -9%
BIA
414
Beacon Investment Advisors
Maryland
$329K -$36.6K -823 -10%
BMC
415
Beaton Management Company
Massachusetts
$326K -$1.12K -25 -0.3%
PFGIA
416
Patriot Financial Group Insurance Agency
Massachusetts
$320K -$16.5K -370 -5%
RFN
417
RDA Financial Network
Iowa
$316K -$19.2K -430 -6%
SPWM
418
Schrum Private Wealth Management
Florida
$313K
TA
419
TFB Advisors
Kansas
$310K -$10.6K -237 -3%
Corient Private Wealth
420
Corient Private Wealth
Florida
$309K -$45.3K -1,014 -13%
LA
421
LexAurum Advisors
Kansas
$304K -$112K -2,497 -27%
AIA
422
Accelerate Investment Advisors
California
$304K +$13K +291 +4%
RFN
423
Redwood Financial Network
Ohio
$299K +$447 +10 +0.1%
KPWG
424
KFA Private Wealth Group
Virginia
$293K +$293K +6,558 New
WP
425
WealthPLAN Partners
Nebraska
$290K +$8.23K +184 +3%