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First Trust Value Line Dividend Fund

577 hedge funds and large institutions have $5.74B invested in First Trust Value Line Dividend Fund in 2025 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 178 increasing their positions, 260 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

less ownership

Funds ownership:

24% less funds holding in top 10

Funds holding in top 10: 3325 (-8)

32% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 260

Holders
577
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$9K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SA
226
Sovran Advisors
California
$1.51M
VVP
227
Venture Visionary Partners
Ohio
$1.5M
RA
228
RFG Advisory
Alabama
$1.49M
FFN
229
Focus Financial Network
Minnesota
$1.49M
WWA
230
Wisconsin Wealth Advisors
Wisconsin
$1.47M
SFC
231
Strategic Financial Concepts
Texas
$1.47M
QFW
232
QTR Family Wealth
Florida
$1.47M
TI
233
tru Independence
Oregon
$1.45M
BRWA
234
B. Riley Wealth Advisors
Florida
$1.45M
Lido Advisors
235
Lido Advisors
California
$1.44M
WWA
236
WCG Wealth Advisors
Nevada
$1.44M
SFS
237
Sowell Financial Services
Arkansas
$1.44M
DWM
238
Denver Wealth Management
Colorado
$1.43M
SWAG
239
Spectrum Wealth Advisory Group
California
$1.42M
SP
240
Sequent Planning
Nebraska
$1.42M
Corient Private Wealth
241
Corient Private Wealth
Florida
$1.41M
MWM
242
MBE Wealth Management
Wisconsin
$1.4M
ISFAN
243
Investor's Fiduciary Advisor Network
Washington
$1.38M
LFAS
244
Level Four Advisory Services
Texas
$1.37M
BFS
245
BridgePort Financial Solutions
Iowa
$1.36M
CIAS
246
Capital Investment Advisory Services
North Carolina
$1.35M
FWM
247
Fonville Wealth Management
Virginia
$1.35M
CAM
248
Cresset Asset Management
Illinois
$1.34M
KFGK
249
Keystone Financial Group (Kentucky)
Kentucky
$1.29M
AF
250
Advisornet Financial
Minnesota
$1.29M