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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 %
HFS
526
Hantz Financial Services
Michigan
$21K 474
CNBTD
527
Citizens National Bank Trust Department
Mississippi
$20.1K 450
AWM
528
Abound Wealth Management
Tennessee
$20.1K 450 +450 New
DWM
529
Dogwood Wealth Management
Kansas
$19.5K 431
HWA
530
HHM Wealth Advisors
Tennessee
$19.4K 435
AWM
531
AllSquare Wealth Management
New York
$19K 425
CI
532
CX Institutional
Indiana
$18K 406
SIS
533
Sound Income Strategies
Florida
$17.9K 400 -84 -17%
T
534
Transce3nd
Texas
$17.9K 400 -50 -11%
GIA
535
GHP Investment Advisors
Colorado
$17.1K 382 +2 +0.5%
AIP
536
Ameritas Investment Partners
Nebraska
$16.4K 367
HWA
537
Heritage Wealth Advisors
Virginia
$15K 336
HWM
538
Hemington Wealth Management
Virginia
$15K 355
JFGIW
539
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$14.8K 331 -3,287 -91%
FHA
540
First Horizon Advisors
Tennessee
$14.3K 320 -1,495 -82%
HFS
541
Hughes Financial Services
Virginia
$14.3K 315
BFP
542
Briaud Financial Planning
Texas
$14K 335 +335 New
RWM
543
RMG Wealth Management
Wisconsin
$13.6K 300 +300 New
PGAM
544
Princeton Global Asset Management
New Jersey
$13.4K 300
SL
545
Salomon & Ludwin
Virginia
$12.3K 271
PP
546
PFS Partners
New Jersey
$10.8K 241 +1 +0.4%
OWP
547
ORG Wealth Partners
Texas
$10.7K 237
SC
548
Swan Capital
Florida
$10.5K 234
PMFA
549
Plante Moran Financial Advisors
Michigan
$8.94K 200
S
550
SignatureFD
Georgia
$8.47K 189