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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
Jane Street
251
Jane Street
New York
$1.26M
AG
252
AmeriFlex Group
Nevada
$1.26M
SMC
253
Smith, Moore & Co
Missouri
$1.24M
FHC
254
First Heartland Consultants
Missouri
$1.24M
ACP
255
Argyle Capital Partners
California
$1.2M
MFG
256
Merit Financial Group
Georgia
$1.19M
OWA
257
Octavia Wealth Advisors
Ohio
$1.18M
FHA
258
Flagship Harbor Advisors
Massachusetts
$1.17M
BAM
259
Belpointe Asset Management
Nevada
$1.17M
WCM
260
Winebrenner Capital Management
Kentucky
$1.16M
Koshinski Asset Management
261
Koshinski Asset Management
Illinois
$1.16M
SF
262
Summit Financial
New Jersey
$1.14M
GF
263
GGM Financials
Ohio
$1.14M
IFWM
264
Institute for Wealth Management
Colorado
$1.13M
RIS
265
Richmond Investment Services
Wisconsin
$1.12M
CS
266
Capital Square
Tennessee
$1.11M
CAP
267
Columbia Advisory Partners
Washington
$1.11M
GAM
268
Gotham Asset Management
New York
$1.11M
BIP
269
Blueprint Investment Partners
North Carolina
$1.1M
BFA
270
Blueprint Financial Advisors
North Carolina
$1.1M
LSA
271
Lion Street Advisors
Texas
$1.08M
MOS
272
MGO One Seven
Ohio
$1.06M
LWM
273
Lighthouse Wealth Management
Ohio
$1.05M
NW
274
NewEdge Wealth
Pennsylvania
$1.03M
RW
275
RVW Wealth
California
$1.02M