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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
7.61%
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 %
PA
501
Parallel Advisors
California
$57.5K
FMII
502
Farmers & Merchants Investments Inc
Nebraska
$55.6K
NC
503
North Capital
Utah
$55.1K
CAM
504
Creekmur Asset Management
Illinois
$54.3K -$11K -247 -17%
BCMLT
505
Beacon Capital Management LLC (Tennessee)
Tennessee
$52.3K +$313 +7 +0.6%
GK
506
Graney & King
New York
$52.1K +$313 +7 +0.6%
NRG
507
Nemes Rush Group
Michigan
$51.9K +$313 +7 +0.6%
Bank of Montreal
508
Bank of Montreal
Ontario, Canada
$48.7K +$48.7K +1,089 New
VNA
509
Valley National Advisers
Pennsylvania
$48K
PP
510
Pacifica Partners
Canada
$47.9K
AAG
511
Accordant Advisory Group
Maryland
$45.4K
WW
512
Winnow Wealth
Texas
$45.4K +$45.4K +1,016 New
GWS
513
Glassman Wealth Services
Virginia
$44.3K
RCM
514
Raleigh Capital Management
North Carolina
$41.3K -$7.51K -168 -15%
IRC
515
Investors Research Corp
Georgia
$37.6K
QWM
516
Quaker Wealth Management
New Jersey
$37K +$37K +827 New
GEA
517
Glen Eagle Advisors
New Jersey
$35.3K +$134 +3 +0.4%
PSFG
518
Park Square Financial Group
Georgia
$31.6K
BIG
519
Brooklyn Investment Group
New York
$30.9K +$30.9K +692 New
CWM
520
Consultiva Wealth Management
Puerto Rico
$29.1K
AEPWM
521
Atlantic Edge Private Wealth Management
Florida
$25.5K
SC
522
SouthState Corp
Florida
$24K -$20K -448 -45%
SA
523
Scarborough Advisors
Maryland
$23.3K +$23.3K +522 New
TC
524
Truvestments Capital
Florida
$23.2K
WTC
525
WhitTier Trust Company
Nevada
$23K +$23K +515 New