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First Trust Value Line Dividend Fund

573 hedge funds and large institutions have $5.74B invested in First Trust Value Line Dividend Fund in 2025 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 165 increasing their positions, 270 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
573
Holders Change
-11
Holders Change %
-1.88%
% of All Funds
7.78%
Holding in Top 10
37
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.63%
% of All Funds
0.5%
New
43
Increased
165
Reduced
270
Closed
41
Calls
Puts
$37K
Net Calls
-$37K
Net Calls Change
-$85K
Name Holding Trade Value Shares
Change
Shares
Change %
1W
101
1776 Wealth
Georgia
$5.91M -$166K -3,731 -3%
TW
102
Towerpoint Wealth
California
$5.69M +$125K +2,814 +2%
CL
103
CLG LLC
California
$5.62M -$54.4K -1,220 -1%
SG
104
StoneX Group
New York
$5.37M -$51.7K -1,159 -1%
WWM
105
Wagner Wealth Management
South Carolina
$5.36M +$32.3K +724 +0.6%
Citadel Advisors
106
Citadel Advisors
Florida
$5.36M +$3.45M +77,410 +181%
FPWM
107
FSB Premier Wealth Management
Iowa
$5.3M -$82.7K -1,854 -2%
WAP
108
Wealthcare Advisory Partners
Pennsylvania
$5.22M -$764K -17,129 -13%
FA
109
Fountainhead AM
New Jersey
$5.11M -$4.33M -97,078 -46%
BWG
110
Balanced Wealth Group
Ohio
$5.1M -$2.63K -59 -0.1%
KDA
111
Kraft Davis & Associates
Missouri
$5.03M +$6.22K +144 +0.1%
WWM
112
Western Wealth Management
Colorado
$4.95M -$204K -4,582 -4%
SCA
113
Snowden Capital Advisors
New York
$4.94M -$1.01M -22,596 -17%
SPC
114
Sigma Planning Corp
Michigan
$4.91M +$27.2K +610 +0.6%
AWA
115
Arkadios Wealth Advisors
Georgia
$4.87M -$120K -2,682 -2%
TCFP
116
Treasure Coast Financial Planning
Florida
$4.81M +$194K +4,354 +4%
FCM
117
Family Capital Management
Michigan
$4.79M -$23.3K -522 -0.5%
PWS
118
Proactive Wealth Strategies
Georgia
$4.73M -$1.36M -30,444 -22%
BC
119
Barrett & Company
Rhode Island
$4.63M -$28.1K -630 -0.6%
P
120
&Partners
Tennessee
$4.62M +$178K +4,027 +4%
VF
121
Virtu Financial
New York
$4.53M +$1.7M +38,163 +60%
KA
122
Kovack Advisors
Florida
$4.5M -$64.4K -1,444 -1%
GWSG
123
GPS Wealth Strategies Group
Colorado
$4.46M -$878K -19,691 -16%
MA
124
Mutual Advisors
Nebraska
$4.44M +$325K +7,511 +8%
FPW
125
Fairvoy Private Wealth
Alabama
$4.42M +$4.07M +91,336 +1,170%