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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
AWM
326
Apollon Wealth Management
South Carolina
$613K
ATPW
327
Ashton Thomas Private Wealth
Arizona
$613K
GAA
328
Global Assets Advisory
Florida
$610K
TFM
329
Trademark Financial Management
Minnesota
$606K
PFA
330
Pure Financial Advisors
California
$603K
PFA
331
Pinnacle Family Advisors
Missouri
$597K
LCWP
332
Legacy Capital Wealth Partners
Arkansas
$595K
LAS
333
LWM Advisory Services
Florida
$595K
MA
334
Mezzasalma Advisors
New Jersey
$594K
EWA
335
EverSource Wealth Advisors
Alabama
$593K
NB
336
NBT Bank
New York
$590K
UCFA
337
United Capital Financial Advisors
Texas
$582K
SMA
338
Sage Mountain Advisors
Georgia
$582K
TWM
339
TriaGen Wealth Management
California
$576K
BFG
340
Bleakley Financial Group
New Jersey
$576K
PPWM
341
Perissos Private Wealth Management
Oklahoma
$567K
CFG
342
Citizens Financial Group
Rhode Island
$567K
CCA
343
Cadent Capital Advisors
Oklahoma
$566K
RFP
344
Root Financial Partners
California
$565K
SH
345
SLT Holdings
Arizona
$562K
HSA
346
HBK Sorce Advisory
Pennsylvania
$560K
SWM
347
Shakespeare Wealth Management
Wisconsin
$559K
LWP
348
LeClair Wealth Partners
Ohio
$552K
Thrivent Financial for Lutherans
349
Thrivent Financial for Lutherans
Minnesota
$549K
KWS
350
Keystone Wealth Services
California
$542K