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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
USCWA
276
U.S. Capital Wealth Advisors
Texas
$1.09M
IA
277
Integrity Alliance
Iowa
$1.09M
MMHP
278
Murphy Middleton Hinkle & Parker
Georgia
$1.08M
BW
279
BIP Wealth
Georgia
$1.08M
MLRA
280
Main Line Retirement Advisors
Montana
$1.06M
LWM
281
Lighthouse Wealth Management
Ohio
$1.06M
NW
282
NewEdge Wealth
Pennsylvania
$1.05M
CS
283
Capital Square
Tennessee
$1.04M
JDLA
284
J. Derek Lewis & Associates
California
$1.01M
RW
285
RVW Wealth
California
$1.01M
CWMK
286
Caliber Wealth Management (Kansas)
Kansas
$997K
RIS
287
Richmond Investment Services
Wisconsin
$992K
Natixis Advisors
288
Natixis Advisors
Massachusetts
$966K
RSWM
289
Robertson Stephens Wealth Management
California
$956K
BFA
290
Blueprint Financial Advisors
North Carolina
$948K
BIP
291
Blueprint Investment Partners
North Carolina
$948K
TWM
292
Topsail Wealth Management
North Carolina
$930K
PFPG
293
Pinnacle Financial Partners (Georgia)
Georgia
$928K
HIW
294
Holos Integrated Wealth
Pennsylvania
$898K
FAM
295
Formidable Asset Management
Ohio
$877K
BW
296
BostonPremier Wealth
Massachusetts
$871K
CG
297
Caprock Group
Idaho
$869K
MWM
298
Maridea Wealth Management
New York
$864K
SWASL
299
Spartan Wealth Advisory Services LLC
Michigan
$864K
SF
300
Summit Financial
New Jersey
$859K