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First Trust Value Line Dividend Fund

568 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, 263 reducing their positions, and 36 closing their positions.

Holders
568
Holders Change
-5
Holders Change %
-0.87%
% of All Funds
7.62%
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
263
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PWS
126
Proactive Wealth Strategies
Georgia
$4.67M -$70.2K -1,570 -1%
AWM
127
AE Wealth Management
Kansas
$4.6M -$1.81M -40,438 -28%
KA
128
Kovack Advisors
Florida
$4.46M -$49.9K -1,116 -1%
SWTS
129
Stonehaven Wealth & Tax Solutions
Wisconsin
$4.41M +$147K +3,299 +3%
SEP
130
Southland Equity Partners
Missouri
$4.38M -$20K -447 -0.5%
CPIG
131
Chicago Partners Investment Group
Illinois
$4.29M -$77.3K -1,679 -2%
PA
132
Prism Advisors
California
$4.24M +$4.24M +94,914 New
CWM
133
Cornerstone Wealth Management
Missouri
$4.18M -$39.7K -888 -0.9%
SG
134
StoneX Group
New York
$4.16M -$1.22M -27,396 -23%
VA
135
Valmark Advisers
Ohio
$4.02M -$9.16K -205 -0.2%
IAA
136
Independent Advisor Alliance
North Carolina
$4.01M -$3.59M -80,346 -47%
HIA
137
Harbor Investment Advisory
Maryland
$3.99M -$70.1K -1,568 -2%
AA
138
Advisory Alpha
Michigan
$3.92M -$139K -3,099 -3%
GA
139
Goldstein Advisors
Wisconsin
$3.92M -$121K -2,718 -3%
GWSG
140
GPS Wealth Strategies Group
Colorado
$3.86M -$618K -13,827 -14%
IAIM
141
International Assets Investment Management
Florida
$3.85M +$417K +9,327 +12%
MQWP
142
Morey & Quinn Wealth Partners
Nebraska
$3.75M -$642K -14,355 -15%
SEIA
143
Signature Estate & Investment Advisors
California
$3.72M -$475K -10,632 -11%
PCM
144
Penserra Capital Management
California
$3.69M +$3.69M +82,655 New
KWM
145
Kaydan Wealth Management
Michigan
$3.67M +$3.26K +73 +0.1%
NL
146
NWAM LLC
Washington
$3.63M +$780K +17,250 +27%
KAS
147
KPP Advisory Services
Kentucky
$3.59M -$123K -2,752 -3%
Comerica Bank
148
Comerica Bank
Texas
$3.58M +$412K +9,224 +13%
SP
149
Stablepoint Partners
Massachusetts
$3.58M -$37.8K -845 -1%
CCA
150
Cottonwood Capital Advisors
Utah
$3.52M -$77.8K -1,740 -2%