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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
ISFAN
251
Investor's Fiduciary Advisor Network
Washington
$1.34M
PWM
252
Purus Wealth Management
California
$1.32M
TI
253
tru Independence
Oregon
$1.32M
CAM
254
Cresset Asset Management
Illinois
$1.31M
QCM
255
Quantinno Capital Management
New York
$1.3M
PA
256
PFG Advisors
Arizona
$1.3M
MOS
257
MGO One Seven
Ohio
$1.28M
HAS
258
HBW Advisory Services
California
$1.28M
FPAS
259
Focus Partners Advisor Solutions
Missouri
$1.27M
DWP
260
Daymark Wealth Partners
Ohio
$1.27M
PEWA
261
Pacific Excel Wealth Advisors
California
$1.24M
DWM
262
Denver Wealth Management
Colorado
$1.23M
SMC
263
Smith, Moore & Co
Missouri
$1.23M
AF
264
Advisornet Financial
Minnesota
$1.22M
SWAG
265
Spectrum Wealth Advisory Group
California
$1.19M
CWA
266
Crusonia Wealth Advisors
Colorado
$1.19M
FHC
267
First Heartland Consultants
Missouri
$1.18M
CAP
268
Columbia Advisory Partners
Washington
$1.18M
GF
269
GGM Financials
Ohio
$1.16M
FWM
270
Fonville Wealth Management
Virginia
$1.15M
OIA
271
OneDigital Investment Advisors
Kansas
$1.14M
BAM
272
Belpointe Asset Management
Nevada
$1.14M
WCM
273
Winebrenner Capital Management
Kentucky
$1.13M
GAM
274
Gotham Asset Management
New York
$1.12M
Koshinski Asset Management
275
Koshinski Asset Management
Illinois
$1.11M