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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 %
FPW
76
Fairvoy Private Wealth
Alabama
$7.87M 176,165 +77,021 +78%
CF
77
Claris Financial
Virginia
$7.85M 175,653 -69,475 -28%
1SB
78
1ST Source Bank
Indiana
$7.79M 174,355 -13,166 -7%
GWP
79
Gateway Wealth Partners
Wisconsin
$7.77M 173,795 -2,369 -1%
CA
80
Crumly & Associates
Illinois
$7.31M 163,534 -6,472 -4%
OC
81
Oppenheimer & Co
New York
$7.27M 162,628 +240 +0.1%
CCIA
82
Cherry Creek Investment Advisors
Colorado
$7.18M 160,671 +3,324 +2%
HIS
83
Harvest Investment Services
Illinois
$7.12M 159,248 +2,217 +1%
SFWC
84
Strategic Family Wealth Counselors
New Jersey
$7.03M 157,299 -1,104 -0.7%
FA
85
Flagstar Advisors
New York
$6.93M 155,129 -39,654 -20%
BPA
86
Beacon Pointe Advisors
California
$6.89M 154,034 -5,371 -3%
Envestnet Portfolio Solutions
87
Envestnet Portfolio Solutions
Illinois
$6.85M 153,300 -107,619 -41%
Citadel Advisors
88
Citadel Advisors
Florida
$6.82M 152,495 +32,397 +27%
P
89
&Partners
Tennessee
$6.8M 152,017 +47,382 +45%
WS
90
Wedbush Securities
California
$6.75M 150,905 -3,655 -2%
CCFM
91
Clear Creek Financial Management
Washington
$6.69M 149,603 -10,272 -6%
CWMK
92
Caliber Wealth Management (Kansas)
Kansas
$6.65M 148,785 -7,981 -5%
IWM
93
IHT Wealth Management
Illinois
$6.4M 143,081 -7,054 -5%
MP
94
Moment Partners
California
$6.23M 139,349 +322 +0.2%
ALA
95
Atlas Legacy Advisors
California
$6.16M 137,837 +1,059 +0.8%
AF
96
Allworth Financial
California
$6.16M 137,777 -2,382 -2%
SWGC
97
Summit Wealth Group (Colorado)
Colorado
$6.16M 137,719 +137,719 New
MMA
98
Miracle Mile Advisors
California
$6.12M 136,925 +136,925 New
1W
99
1776 Wealth
Georgia
$6.04M 135,153 +2,611 +2%
DFA
100
DHJJ Financial Advisors
Illinois
$5.98M 133,836 -2,535 -2%