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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 %
SWA
426
Sax Wealth Advisors
New Jersey
$284K +$11.4K +254 +4%
SA
427
Skyline Advisors
Washington
$281K -$21.1K -471 -7%
WMA
428
West Michigan Advisors
Michigan
$277K +$358 +8 +0.1%
APP
429
Avantax Planning Partners
Iowa
$277K
VPW
430
Variant Private Wealth
Virginia
$276K -$9.16K -205 -3%
GWA
431
Gratus Wealth Advisors
Virginia
$275K +$1.61K +36 +0.6%
HP
432
Hilltop Partners
Indiana
$274K +$274K +6,127 New
GM
433
GeoWealth Management
Illinois
$273K -$22.8K -509 -8%
WFA
434
WMG Financial Advisors
Tennessee
$272K
CWP
435
Cyndeo Wealth Partners
Florida
$267K +$2.82K +63 +1%
PB
436
Pinnacle Bancorp
Nebraska
$265K +$6.62K +148 +3%
BTWM
437
Brass Tax Wealth Management
Ohio
$263K +$263K +5,887 New
WKSWA
438
White Knight Strategic Wealth Advisors
New Jersey
$260K -$29.1K -650 -10%
CWP
439
Core Wealth Partners
California
$259K +$134 +3 +0.1%
PFM
440
Peak Financial Management
Massachusetts
$259K
CFS
441
Commonwealth Financial Services
West Virginia
$259K
FWA
442
FSM Wealth Advisors
Ohio
$255K +$255K +5,672 New
TCWM
443
Total Clarity Wealth Management
Illinois
$252K +$9.83K +220 +4%
MWM
444
Maltin Wealth Management
New Jersey
$251K
SAW
445
Signal Advisors Wealth
Michigan
$250K +$48.2K +1,079 +24%
OPW
446
Oxler Private Wealth
New York
$250K +$1.39K +31 +0.6%
SWM
447
SeaCrest Wealth Management
New York
$247K -$41.9K -937 -15%
NP
448
Nilsine Partners
Colorado
$246K -$24.6K -550 -9%
APWA
449
Atlas Private Wealth Advisors
New Jersey
$245K
Cerity Partners
450
Cerity Partners
New York
$243K -$214K -4,788 -47%