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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 %
TW
101
Towerpoint Wealth
California
$5.9M 131,905 +4,303 +3%
AI
102
Atria Investments
North Carolina
$5.76M 128,777 -11,573 -8%
HSWS
103
Higgins & Schmidt Wealth Strategies
Colorado
$5.55M 124,080 -32,102 -21%
CL
104
CLG LLC
California
$5.45M 121,998 -3,957 -3%
FTUS
105
Flow Traders U.S.
New York
$5.45M 121,850 +40,718 +50%
BC
106
Barrett & Company
Rhode Island
$5.42M 121,194 +17,386 +17%
MA
107
Mutual Advisors
Nebraska
$5.34M 116,201 +13,663 +13%
AWA
108
Arkadios Wealth Advisors
Georgia
$5.18M 115,902 +6,757 +6%
WAP
109
Wealthcare Advisory Partners
Pennsylvania
$5.14M 115,023 -2,068 -2%
KDA
110
Kraft Davis & Associates
Missouri
$5.11M 112,410 -3,982 -3%
SPC
111
Sigma Planning Corp
Michigan
$5.07M 113,530 +3,341 +3%
WWM
112
Wagner Wealth Management
South Carolina
$5.06M 113,280 -7,023 -6%
BWG
113
Balanced Wealth Group
Ohio
$4.97M 110,720 -3,741 -3%
BCI
114
Brinker Capital Investments
Pennsylvania
$4.96M 111,030 -42,280 -28%
VF
115
Virtu Financial
New York
$4.92M 110,150 +8,531 +8%
GRP
116
Global Retirement Partners
California
$4.88M 109,133 +109,133 New
WWM
117
Western Wealth Management
Colorado
$4.85M 108,441 -2,583 -2%
TCFP
118
Treasure Coast Financial Planning
Florida
$4.84M 108,228 +433 +0.4%
FPWM
119
FSB Premier Wealth Management
Iowa
$4.83M 108,045 -10,791 -9%
SCA
120
Snowden Capital Advisors
New York
$4.81M 107,656 -3,042 -3%
Creative Planning
121
Creative Planning
Kansas
$4.79M 107,066 -79,315 -43%
FCM
122
Family Capital Management
Michigan
$4.75M 106,275 -1,084 -1%
FA
123
Fountainhead AM
New Jersey
$4.73M 105,756 -8,757 -8%
CA
124
Calton & Associates
Florida
$4.7M 105,187 +96,749 +1,147%
TRCT
125
Tower Research Capital (TRC)
New York
$4.7M 105,110 +53,280 +103%