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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
7.59%
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 %
LT
576
Legacy Trust
Michigan
-9,775 Closed
TC
577
TownSquare Capital
Utah
-9,119 Closed
CBB
578
Citizens Business Bank
California
-9,100 Closed
MWM
579
Maridea Wealth Management
New York
-8,328 Closed
SPG
580
Strategic Planning Group
Utah
-7,637 Closed
Fisher Asset Management
581
Fisher Asset Management
Washington
-7,477 Closed
SIAS
582
Summit Investment Advisory Services
Minnesota
-7,363 Closed
GS
583
GWN Securities
Florida
-6,599 Closed
XT
584
XTX Topco
Cayman Islands
-6,400 Closed
RWM
585
Revisor Wealth Management
Ohio
-5,672 Closed
NW
586
Naviter Wealth
Arkansas
-5,338 Closed
AA
587
ACT Advisors
North Carolina
-5,031 Closed
LHC
588
Little House Capital
Massachusetts
-4,982 Closed
WAM
589
WealthTrust Asset Management
Florida
-4,943 Closed
PCIA
590
Prime Capital Investment Advisors
Kansas
-4,796 Closed
KeyBank National Association
591
KeyBank National Association
Ohio
-4,689 Closed
AWM
592
Avior Wealth Management
Nebraska
-4,635 Closed
CA
593
Clearstead Advisors
Ohio
-3,148 Closed
HCP
594
Hexagon Capital Partners
Arkansas
-1,553 Closed
WT
595
Washington Trust
Rhode Island
-907 Closed
CWM
596
Compass Wealth Management
Connecticut
-888 Closed
HCA
597
Heck Capital Advisors
Wisconsin
-655 Closed
SIS
598
Strategic Investment Solutions
Illinois
-531 Closed
BFS
599
Burkett Financial Services
South Carolina
-300 Closed
NA
600
Nordwand Advisors
Pennsylvania
-171 Closed