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First Trust Value Line Dividend Fund

565 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, 261 reducing their positions, and 36 closing their positions.

Holders
565
Holders Change
-8
Holders Change %
-1.4%
% of All Funds
7.58%
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
261
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CAM
501
Creekmur Asset Management
Illinois
$54.3K 1,215 -247 -17%
BCMLT
502
Beacon Capital Management LLC (Tennessee)
Tennessee
$52.3K 1,171 +7 +0.6%
GK
503
Graney & King
New York
$52.1K 1,166 +7 +0.6%
NRG
504
Nemes Rush Group
Michigan
$51.9K 1,161 +7 +0.6%
Bank of Montreal
505
Bank of Montreal
Ontario, Canada
$48.7K 1,089 +1,089 New
VNA
506
Valley National Advisers
Pennsylvania
$48K 1,094
PP
507
Pacifica Partners
Canada
$47.9K 1,079
AAG
508
Accordant Advisory Group
Maryland
$45.4K 1,016
WW
509
Winnow Wealth
Texas
$45.4K 1,016 +1,016 New
GWS
510
Glassman Wealth Services
Virginia
$44.3K 991
RCM
511
Raleigh Capital Management
North Carolina
$41.3K 925 -168 -15%
IRC
512
Investors Research Corp
Georgia
$37.6K 842
QWM
513
Quaker Wealth Management
New Jersey
$37K 827 +827 New
GEA
514
Glen Eagle Advisors
New Jersey
$35.3K 790 +3 +0.4%
PSFG
515
Park Square Financial Group
Georgia
$31.6K 707
BIG
516
Brooklyn Investment Group
New York
$30.9K 692 +692 New
CWM
517
Consultiva Wealth Management
Puerto Rico
$29.1K 650
AEPWM
518
Atlantic Edge Private Wealth Management
Florida
$25.5K 570
SC
519
SouthState Corp
Florida
$24K 537 -448 -45%
SA
520
Scarborough Advisors
Maryland
$23.3K 522 +522 New
TC
521
Truvestments Capital
Florida
$23.2K 519
WTC
522
WhitTier Trust Company
Nevada
$23K 515 +515 New
FGC
523
Financial Gravity Companies
Texas
$22.8K 510 +510 New
FFWM
524
Future Financial Wealth Management
Ohio
$22.4K 500
CAL
525
Capital Analysts LLC
Pennsylvania
$22K 483