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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
FA
326
Fountainhead AM
New Jersey
$664K
HSA
327
HBK Sorce Advisory
Pennsylvania
$646K
SIG
328
Sargent Investment Group
Maryland
$645K
IAS
329
Insigneo Advisory Services
Florida
$641K
PFGIA
330
Patriot Financial Group Insurance Agency
Massachusetts
$637K
Thrivent Financial for Lutherans
331
Thrivent Financial for Lutherans
Minnesota
$626K
GIA
332
Gladstone Institutional Advisory
Florida
$619K
CF
333
Centaurus Financial
California
$614K
MA
334
Mezzasalma Advisors
New Jersey
$611K
PFA
335
Pinnacle Family Advisors
Missouri
$611K
AWP
336
Accretive Wealth Partners
New Jersey
$610K
CI
337
CX Institutional
Indiana
$605K
LAS
338
LWM Advisory Services
Florida
$605K
NB
339
NBT Bank
New York
$603K
IAN
340
Integrated Advisors Network
Texas
$594K
SWM
341
SFG Wealth Management
Maryland
$592K
TWM
342
TriaGen Wealth Management
California
$586K
ACM
343
Appalachian Capital Management
Ohio
$584K
M1FG
344
Mach-1 Financial Group
Arkansas
$581K
CCA
345
Cadent Capital Advisors
Oklahoma
$581K
T
346
Tidemark
California
$580K
PA
347
Parallel Advisors
California
$576K
TFM
348
Trademark Financial Management
Minnesota
$571K
WIA
349
Wetzel Investment Advisors
Indiana
$569K
SWM
350
Shakespeare Wealth Management
Wisconsin
$566K