We are live on ! Find out more
FVD icon

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
KP
351
Keel Point
Alabama
$565K
AWM
352
Apollon Wealth Management
South Carolina
$563K
UBS AM
353
UBS AM
Illinois
$563K
VWM
354
Vigil Wealth Management
Florida
$559K
TPWA
355
Twin Peaks Wealth Advisors
California
$553K
SMA
356
Sage Mountain Advisors
Georgia
$552K
WH
357
Willner & Heller
California
$552K
LWL
358
Leo Wealth LLC
Texas
$552K
Corient Private Wealth
359
Corient Private Wealth
Florida
$551K
BFG
360
Bleakley Financial Group
New Jersey
$551K
NG
361
Novem Group
New York
$550K
FCAS
362
First Command Advisory Services
Texas
$547K
KWS
363
Keystone Wealth Services
California
$547K
CD
364
Capital Developers
North Carolina
$545K
LCWP
365
Legacy Capital Wealth Partners
Arkansas
$541K
SB
366
Strategic Blueprint
Georgia
$538K
MIM
367
MTM Investment Management
South Carolina
$536K
VT
368
Vise Technologies
New York
$532K
BWP
369
Bernardo Wealth Planning
Pennsylvania
$524K
YIH
370
Y-Intercept (HK)
Hong Kong
$516K
BTI
371
Blue Trust Inc
Georgia
$513K
Cerity Partners
372
Cerity Partners
New York
$505K
GI
373
GAMMA Investing
California
$504K
KFA
374
Kapstone Financial Advisors
Ohio
$501K
SFP
375
Strategic Financial Partners
Oregon
$496K