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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 %
ETC
476
Exchange Traded Concepts
Oklahoma
$148K +$148K +3,309 New
OP
477
ORG Partners
Indiana
$148K
TCOV
478
Trust Company of Vermont
Vermont
$143K
TIM
479
Thompson Investment Management
Wisconsin
$138K
DWM
480
Darwin Wealth Management
Florida
$131K +$9.57K +214 +8%
TSMHT
481
Thurston Springer Miller Herd & Titak
Indiana
$124K -$492 -11 -0.4%
NEWAS
482
N.E.W. Advisory Services
Wisconsin
$122K -$638K -14,263 -84%
BLC
483
Brown, Lisle/Cummings
Rhode Island
$116K
HBT
484
Hills Bank & Trust
Iowa
$112K
CMP
485
Coston McIsaac & Partners
Maine
$106K +$133 +3 +0.1%
MIFH
486
Migdal Insurance & Financial Holdings
Israel
$98K -$11.5K -258 -11%
Russell Investments Group
487
Russell Investments Group
United Kingdom
$95.7K -$23.9K -535 -20%
WSFS
488
Wilmington Savings Fund Society
Delaware
$93.8K +$17K +380 +22%
RFG
489
REAP Financial Group
Texas
$93.7K +$223 +5 +0.2%
AA
490
Ancora Advisors
Ohio
$89.7K
BCWM
491
Bartlett & Co Wealth Management
Ohio
$89.4K
MCA
492
Midwest Capital Advisors
Michigan
$89.4K
GJIA
493
Glass Jacobson Investment Advisors
Maryland
$84.4K
OA
494
Operose Advisors
Wisconsin
$78.4K
CFS
495
Compass Financial Services
Iowa
$77.6K +$38.9K +870 +101%
WTA
496
Washington Trust Advisors
Massachusetts
$77.1K
NSIM
497
North Star Investment Management
Illinois
$76K +$224 +5 +0.3%
OC
498
Oakworth Capital
Alabama
$67.1K
CFFP
499
Center for Financial Planning
Michigan
$63.4K
NFSG
500
Newbridge Financial Services Group
Florida
$59.5K +$59.5K +1,331 New