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First Trust Value Line Dividend Fund

629 hedge funds and large institutions have $5.19B invested in First Trust Value Line Dividend Fund in 2026 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 192 increasing their positions, 287 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 funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

8% less funds holding in top 10

Funds holding in top 10: 2523 (-2)

33% less repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 287

Holders
629
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCWS
226
McKinley Carter Wealth Services
West Virginia
$1.62M
KFGK
227
Keystone Financial Group (Kentucky)
Kentucky
$1.62M
AQR Capital Management
228
AQR Capital Management
Connecticut
$1.61M
CFCI
229
Comprehensive Financial Consultants Institutional
Indiana
$1.59M
WMWM
230
Whitaker-Myers Wealth Managers
Ohio
$1.58M
SFC
231
Strategic Financial Concepts
Texas
$1.57M
TBF
232
True Blue Financial
Michigan
$1.54M
VVP
233
Venture Visionary Partners
Ohio
$1.53M
FNWM
234
Financial Network Wealth Management
Utah
$1.52M
NS
235
NBC Securities
Alabama
$1.5M
PFA
236
Perryman Financial Advisory
Texas
$1.49M
SWM
237
Spire Wealth Management
Virginia
$1.48M
SP
238
Sequent Planning
Nebraska
$1.48M
CIAS
239
Capital Investment Advisory Services
North Carolina
$1.47M
SA
240
Sovran Advisors
California
$1.47M
BFS
241
BridgePort Financial Solutions
Iowa
$1.45M
ACP
242
Argyle Capital Partners
California
$1.44M
QFW
243
QTR Family Wealth
Florida
$1.44M
CWA
244
Crux Wealth Advisors
California
$1.44M
MWM
245
MBE Wealth Management
Wisconsin
$1.42M
PIA
246
Perennial Investment Advisors
California
$1.41M
SFS
247
Sowell Financial Services
Arkansas
$1.4M
IFWM
248
Institute for Wealth Management
Colorado
$1.37M
FFN
249
Focus Financial Network
Minnesota
$1.36M
AFAS
250
Acorn Financial Advisory Services
Virginia
$1.35M