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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 %
FGC
526
Financial Gravity Companies
Texas
$22.8K +$22.8K +510 New
FFWM
527
Future Financial Wealth Management
Ohio
$22.4K
CAL
528
Capital Analysts LLC
Pennsylvania
$22K
HFS
529
Hantz Financial Services
Michigan
$21K
CNBTD
530
Citizens National Bank Trust Department
Mississippi
$20.1K
AWM
531
Abound Wealth Management
Tennessee
$20.1K +$20.1K +450 New
DWM
532
Dogwood Wealth Management
Kansas
$19.5K
HWA
533
HHM Wealth Advisors
Tennessee
$19.4K
AWM
534
AllSquare Wealth Management
New York
$19K
CI
535
CX Institutional
Indiana
$18K
SIS
536
Sound Income Strategies
Florida
$17.9K -$3.76K -84 -17%
T
537
Transce3nd
Texas
$17.9K -$2.24K -50 -11%
GIA
538
GHP Investment Advisors
Colorado
$17.1K +$89 +2 +0.5%
AIP
539
Ameritas Investment Partners
Nebraska
$16.4K
HWA
540
Heritage Wealth Advisors
Virginia
$15K
HWM
541
Hemington Wealth Management
Virginia
$15K
JFGIW
542
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$14.8K -$147K -3,287 -91%
FHA
543
First Horizon Advisors
Tennessee
$14.3K -$66.8K -1,495 -82%
HFS
544
Hughes Financial Services
Virginia
$14.3K
BFP
545
Briaud Financial Planning
Texas
$14K +$14K +335 New
RWM
546
RMG Wealth Management
Wisconsin
$13.6K +$13.6K +300 New
PGAM
547
Princeton Global Asset Management
New Jersey
$13.4K
SL
548
Salomon & Ludwin
Virginia
$12.3K
PP
549
PFS Partners
New Jersey
$10.8K +$45 +1 +0.4%
OWP
550
ORG Wealth Partners
Texas
$10.7K