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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
FFS
276
Founders Financial Securities
Maryland
$1.01M
IA
277
Integrity Alliance
Iowa
$1.01M
SF
278
Synovus Financial
Georgia
$1.01M
RSWM
279
Robertson Stephens Wealth Management
California
$945K
CA
280
CoreCap Advisors
Michigan
$940K
MSAM
281
Moloney Securities Asset Management
Missouri
$923K
CI
282
CX Institutional
Indiana
$922K
USCWA
283
U.S. Capital Wealth Advisors
Texas
$920K
HH
284
Hilltop Holdings
Texas
$914K
TWM
285
Topsail Wealth Management
North Carolina
$912K
HIW
286
Holos Integrated Wealth
Pennsylvania
$903K
First Trust Advisors
287
First Trust Advisors
Illinois
$885K
GIA
288
Gladstone Institutional Advisory
Florida
$866K
FAM
289
Formidable Asset Management
Ohio
$850K
SPI
290
Santori & Peters Inc
Pennsylvania
$847K
VWS
291
Virtus Wealth Solutions
New Jersey
$841K
CW
292
CreativeOne Wealth
Kansas
$841K
CG
293
Caprock Group
Idaho
$841K
O3W
294
Omni 360 Wealth
New Jersey
$839K
FCAS
295
First Command Advisory Services
Texas
$831K
EWA
296
Encompass Wealth Advisors
Oregon
$809K
TWM
297
Trueblood Wealth Management
Ohio
$806K
PWM
298
PTM Wealth Management
United States
$797K
XT
299
XTX Topco
Cayman Islands
$790K
MMHP
300
Murphy Middleton Hinkle & Parker
Georgia
$783K