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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 %
CB
51
Commerce Bank
Missouri
$12.7M 283,723
WIP
52
WealthCare Investment Partners
Rhode Island
$12.7M 278,627 +8,042 +3%
RCAG
53
Rehmann Capital Advisory Group
Michigan
$12.7M 283,463 +8,269 +3%
AWS
54
Atria Wealth Solutions
New York
$12.2M 270,844 -155,064 -36%
KCM
55
Kaye Capital Management
California
$12M 268,684 -14,541 -5%
MWM
56
Modern Wealth Management
Kansas
$12M 268,684 +268,684 New
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$11.8M 264,455 -1,708 -0.6%
AF
58
Apexium Financial
Texas
$11.1M 248,087 -2,748 -1%
LFG
59
Larson Financial Group
Missouri
$11M 245,987 -351,926 -59%
BNP Paribas Financial Markets
60
BNP Paribas Financial Markets
France
$11M 245,520 +194,243 +379%
HFP
61
Holistic Financial Partners
Indiana
$11M 245,277 +14,512 +6%
PCG
62
Prosperity Consulting Group
Maryland
$10.8M 241,789 -7,457 -3%
BFA
63
Beacon Financial Advisory
Ohio
$10.8M 241,113 +5 +0%
SOS
64
Silver Oak Securities
Tennessee
$10.5M 234,524 -15,127 -6%
IWC
65
Integrated Wealth Concepts
Massachusetts
$10.3M 231,142 -4,815 -2%
US Bancorp
66
US Bancorp
Minnesota
$10.3M 230,121 -55,933 -20%
William Blair & Company
67
William Blair & Company
Illinois
$9.45M 211,479 -2,633 -1%
Goldman Sachs
68
Goldman Sachs
New York
$9.43M 210,934 +58,689 +39%
EH
69
Equitable Holdings
New York
$9.37M 209,613 +19,996 +11%
GWM
70
Geneos Wealth Management
Colorado
$9.08M 203,106 -40,934 -17%
PWA
71
PCG Wealth Advisors
Kansas
$9.01M 201,579 +8,882 +5%
BWA
72
BlueChip Wealth Advisors
Georgia
$8.96M 200,487 -4,066 -2%
IA
73
IFP Advisors
Florida
$8.81M 196,989 -13,341 -6%
AssetMark Inc
74
AssetMark Inc
California
$8.78M 196,387 -6,358 -3%
CWM
75
Concentrum Wealth Management
California
$8.76M 196,001 +9,143 +5%