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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
VWS
301
Virtus Wealth Solutions
New Jersey
$856K
CW
302
CreativeOne Wealth
Kansas
$842K
TWM
303
Trueblood Wealth Management
Ohio
$833K
SPI
304
Santori & Peters Inc
Pennsylvania
$827K
FFS
305
Founders Financial Securities
Maryland
$826K
AG
306
AmeriFlex Group
Nevada
$826K
EWA
307
Encompass Wealth Advisors
Oregon
$823K
First Trust Advisors
308
First Trust Advisors
Illinois
$788K
OWA
309
Octavia Wealth Advisors
Ohio
$782K
IWA
310
Icon Wealth Advisors
Texas
$780K
CIC
311
Chilton Investment Company
Connecticut
$741K
PWM
312
PMG Wealth Management
Illinois
$738K
AWA
313
Acorn Wealth Advisors
Michigan
$738K
PWM
314
PTM Wealth Management
United States
$735K
4A
315
4Wealth Advisors
Illinois
$732K
PCS
316
Private Client Services
Kentucky
$730K
CCAL
317
City Center Advisors LLC
Michigan
$728K
EPW
318
Evolve Private Wealth
California
$725K
Ameriprise
319
Ameriprise
Minnesota
$709K
CRWM
320
Castle Rock Wealth Management
California
$708K
AFG
321
ABLE Financial Group
Arizona
$693K
Pathstone Holdings
322
Pathstone Holdings
New Jersey
$683K
IWA
323
Inspirion Wealth Advisors
Illinois
$675K
EWA
324
EverSource Wealth Advisors
Alabama
$672K
CA
325
CoreCap Advisors
Michigan
$670K