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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
WH
326
Willner & Heller
California
$627K
AWM
327
Apollon Wealth Management
South Carolina
$613K
ATPW
328
Ashton Thomas Private Wealth
Arizona
$613K
GAA
329
Global Assets Advisory
Florida
$610K
TFM
330
Trademark Financial Management
Minnesota
$606K
PFA
331
Pure Financial Advisors
California
$603K
PFA
332
Pinnacle Family Advisors
Missouri
$597K
LCWP
333
Legacy Capital Wealth Partners
Arkansas
$595K
LAS
334
LWM Advisory Services
Florida
$595K
MA
335
Mezzasalma Advisors
New Jersey
$594K
EWA
336
EverSource Wealth Advisors
Alabama
$593K
NB
337
NBT Bank
New York
$590K
UCFA
338
United Capital Financial Advisors
Texas
$582K
SMA
339
Sage Mountain Advisors
Georgia
$582K
TWM
340
TriaGen Wealth Management
California
$576K
BFG
341
Bleakley Financial Group
New Jersey
$576K
PPWM
342
Perissos Private Wealth Management
Oklahoma
$567K
CFG
343
Citizens Financial Group
Rhode Island
$567K
CCA
344
Cadent Capital Advisors
Oklahoma
$566K
RFP
345
Root Financial Partners
California
$565K
SH
346
SLT Holdings
Arizona
$562K
HSA
347
HBK Sorce Advisory
Pennsylvania
$560K
SWM
348
Shakespeare Wealth Management
Wisconsin
$559K
LWP
349
LeClair Wealth Partners
Ohio
$552K
Thrivent Financial for Lutherans
350
Thrivent Financial for Lutherans
Minnesota
$549K