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First Trust Value Line Dividend Fund

575 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, 176 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: $ → $

less 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: 176 | Existing positions reduced: 260

Holders
575
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
IWA
301
Icon Wealth Advisors
Texas
$760K
AFG
302
ABLE Financial Group
Arizona
$751K
IAN
303
Integrated Advisors Network
Texas
$743K
Kovitz Investment Group Partners
304
Kovitz Investment Group Partners
Illinois
$742K
QCM
305
Quantinno Capital Management
New York
$741K
SIG
306
Sargent Investment Group
Maryland
$740K
TSS
307
Two Sigma Securities
New York
$733K
CIC
308
Chilton Investment Company
Connecticut
$729K
CRWM
309
Castle Rock Wealth Management
California
$722K
TFP
310
Traction Financial Partners
Wyoming
$719K
Natixis Advisors
311
Natixis Advisors
Massachusetts
$717K
PWM
312
PMG Wealth Management
Illinois
$716K
AWA
313
Acorn Wealth Advisors
Michigan
$713K
TPWA
314
Twin Peaks Wealth Advisors
California
$710K
Pathstone Holdings
315
Pathstone Holdings
New Jersey
$710K
IWA
316
Inspirion Wealth Advisors
Illinois
$698K
FWA
317
FSC Wealth Advisors
New York
$692K
IAS
318
Insigneo Advisory Services
Florida
$675K
4A
319
4Wealth Advisors
Illinois
$674K
HWM
320
Hemington Wealth Management
Virginia
$673K
IF
321
Integrity Financial
Wyoming
$672K
WIA
322
Wetzel Investment Advisors
Indiana
$664K
CCAL
323
City Center Advisors LLC
Michigan
$659K
CF
324
Centaurus Financial
California
$633K
WH
325
Willner & Heller
California
$627K