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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 %
RWM
451
Ritholtz Wealth Management
New York
$242K -$93.8K -2,098 -28%
CIBC Private Wealth Group
452
CIBC Private Wealth Group
Georgia
$236K
Thrivent Financial for Lutherans
453
Thrivent Financial for Lutherans
Minnesota
$235K -$1.18M -26,430 -83%
HGWM
454
Horst & Graben Wealth Management
Oregon
$225K +$1.34K +30 +0.6%
CPRC
455
Consolidated Portfolio Review Corp
New York
$223K -$48.9K -1,094 -18%
NFG
456
Nations Financial Group
Iowa
$219K +$402 +9 +0.2%
CPC
457
CFC Planning Company
Indiana
$218K
RMP
458
Richards, Merrill & Peterson
Washington
$216K
EGM
459
Engineers Gate Manager
New York
$214K +$214K +4,789 New
TWP
460
Tyche Wealth Partners
Texas
$214K +$214K +4,781 New
GJWM
461
Gilliland Jeter Wealth Management
Arkansas
$213K +$268 +6 +0.1%
PFP
462
Paragon Financial Partners
California
$210K
SS
463
Sunbelt Securities
Texas
$209K +$6.55K +150 +3%
GFG
464
Grantvest Financial Group
New Jersey
$208K -$21.2K -474 -9%
GFA
465
Gallagher Fiduciary Advisors
Illinois
$207K +$89 +2 +0%
AWA
466
Alta Wealth Advisors
Massachusetts
$206K -$5.59K -125 -3%
SEA
467
Stegent Equity Advisors
Texas
$204K
CAG
468
Csenge Advisory Group
Florida
$202K -$12.6K -282 -6%
DWM
469
Diversify Wealth Management
Utah
$201K +$201K +4,394 New
ADL
470
Asset Dedication LLC
California
$194K +$55.7K +1,247 +40%
RF
471
Rossby Financial
Florida
$187K +$30.9K +692 +20%
BL
472
BFSG LLC
California
$182K +$96.5K +2,159 +112%
GWP
473
Gen-Wealth Partners
Michigan
$181K
Fifth Third Bancorp
474
Fifth Third Bancorp
Ohio
$180K +$66.8K +1,495 +59%
RWM
475
Rialto Wealth Management
New York
$156K