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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
MLRA
301
Main Line Retirement Advisors
Montana
$768K
IWA
302
Icon Wealth Advisors
Texas
$760K
AFG
303
ABLE Financial Group
Arizona
$751K
IAN
304
Integrated Advisors Network
Texas
$743K
Kovitz Investment Group Partners
305
Kovitz Investment Group Partners
Illinois
$742K
QCM
306
Quantinno Capital Management
New York
$741K
SIG
307
Sargent Investment Group
Maryland
$740K
TSS
308
Two Sigma Securities
New York
$733K
CIC
309
Chilton Investment Company
Connecticut
$729K
CRWM
310
Castle Rock Wealth Management
California
$722K
TFP
311
Traction Financial Partners
Wyoming
$719K
Natixis Advisors
312
Natixis Advisors
Massachusetts
$717K
PWM
313
PMG Wealth Management
Illinois
$716K
AWA
314
Acorn Wealth Advisors
Michigan
$713K
TPWA
315
Twin Peaks Wealth Advisors
California
$710K
Pathstone Holdings
316
Pathstone Holdings
New Jersey
$710K
IWA
317
Inspirion Wealth Advisors
Illinois
$698K
FWA
318
FSC Wealth Advisors
New York
$692K
IAS
319
Insigneo Advisory Services
Florida
$675K
4A
320
4Wealth Advisors
Illinois
$674K
HWM
321
Hemington Wealth Management
Virginia
$673K
IF
322
Integrity Financial
Wyoming
$672K
WIA
323
Wetzel Investment Advisors
Indiana
$664K
CCAL
324
City Center Advisors LLC
Michigan
$659K
CF
325
Centaurus Financial
California
$633K