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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.

New
Increased
Maintained
Reduced
Closed
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 %
AWM
201
Accel Wealth Management
Iowa
$1.9M -$91.3K -2,043 -5%
PTC
202
Private Trust Company
Ohio
$1.89M -$133K -2,978 -7%
LSIA
203
LaSalle St. Investment Advisors
Illinois
$1.89M +$22.6K +505 +1%
IF
204
Intrua Financial
Texas
$1.86M -$1.82M -40,754 -49%
WIM
205
Westside Investment Management
California
$1.78M +$43K +959 +2%
TWM
206
TCFG Wealth Management
California
$1.78M -$1.79K -40 -0.1%
SC
207
Savant Capital
Illinois
$1.77M +$162K +3,630 +10%
RA
208
RFG Advisory
Alabama
$1.77M -$109K -2,447 -6%
KWA
209
Kingswood Wealth Advisors
California
$1.76M +$171K +3,823 +11%
MCWS
210
McKinley Carter Wealth Services
West Virginia
$1.76M -$53K -1,185 -3%
SWM
211
Spire Wealth Management
Virginia
$1.75M -$407K -9,101 -19%
MSFS
212
Main Street Financial Solutions
Pennsylvania
$1.74M -$706K -15,798 -29%
FH
213
FWG Holdings
Florida
$1.71M +$45 +1 +0%
AF
214
Apollon Financial
South Carolina
$1.71M -$40.2K -900 -2%
SB
215
Strategic Blueprint
Georgia
$1.7M -$52.9K -1,183 -3%
WAM
216
Walker Asset Management
Missouri
$1.7M
RIS
217
Richmond Investment Services
Wisconsin
$1.68M +$684K +15,291 +69%
SA
218
Sovran Advisors
California
$1.67M -$341K -7,542 -17%
KCFA
219
Key Client Fiduciary Advisors
New Jersey
$1.65M +$24.3K +544 +1%
FFN
220
Focus Financial Network
Minnesota
$1.64M -$129K -2,876 -7%
WC
221
Waterloo Capital
Texas
$1.61M -$115K -2,582 -7%
CAPTRUST Financial Advisors
222
CAPTRUST Financial Advisors
North Carolina
$1.6M +$502K +11,239 +46%
CFCI
223
Comprehensive Financial Consultants Institutional
Indiana
$1.58M -$23.4K -524 -1%
FHC
224
First Heartland Consultants
Missouri
$1.57M -$272K -6,125 -15%
BRWA
225
B. Riley Wealth Advisors
Florida
$1.52M +$1.52M +34,094 New