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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 %
SC
551
Swan Capital
Florida
$10.5K
PMFA
552
Plante Moran Financial Advisors
Michigan
$8.94K
S
553
SignatureFD
Georgia
$8.47K
SCM
554
Sterling Capital Management
North Carolina
$7.96K
ANBT
555
American National Bank & Trust
Texas
$7.42K
MEG
556
Millstone Evans Group
Colorado
$6.71K
SIC
557
Salem Investment Counselors
North Carolina
$6.62K
LC
558
Luminist Capital
Michigan
$6.33K
WT
559
Whittier Trust
California
$6.12K -$5.32K -119 -46%
HNB
560
Huntington National Bank
Ohio
$6.04K -$213K
RPA
561
Redwood Park Advisors
California
$5.59K
CFP
562
Comprehensive Financial Planning
Pennsylvania
$5.05K
HAP
563
Harbor Asset Planning
Massachusetts
$3.91K +$3.91K +88 New
SS
564
SBI Securities
Japan
$3.8K -$849 -19 -18%
TIM
565
Total Investment Management
Arizona
$3.58K +$3.58K +80 New
EAM
566
Eukles Asset Management
Ohio
$2.73K
SWP
567
Strategic Wealth Partners
Ohio
$1.25K +$1.25K +28 New
FRA
568
Front Row Advisors
California
$1.12K
FDW
569
Fourth Dimension Wealth
Ohio
$134
SAM
570
Secure Asset Management
Michigan
-$3.65M -81,851 Closed
VCM
571
Virtue Capital Management
Tennessee
-$1.63M -36,480 Closed
BIP
572
Blueprint Investment Partners
North Carolina
-$1.45M -32,418 Closed
CP
573
Camelot Portfolios
Ohio
-$1.09M -24,517 Closed
PP
574
Prudential plc
United Kingdom
-$1.03M -23,000 Closed
AG
575
AmeriFlex Group
Nevada
-$897K -20,113 Closed