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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
MIM
351
MTM Investment Management
South Carolina
$541K
SWM
352
SFG Wealth Management
Maryland
$538K
HAS
353
HBW Advisory Services
California
$538K
T
354
Tidemark
California
$537K
GI
355
GAMMA Investing
California
$517K
IWM
356
IMG Wealth Management
Florida
$516K
BWP
357
Bernardo Wealth Planning
Pennsylvania
$515K
PD
358
Planning Directions
Pennsylvania
$508K
BAM
359
Bellevue Asset Management
Washington
$502K
KP
360
Keel Point
Alabama
$498K
GT
361
Greenleaf Trust
Michigan
$492K
BTI
362
Blue Trust Inc
Georgia
$489K
LWL
363
Leo Wealth LLC
Texas
$486K
AIC
364
Archer Investment Corporation
Indiana
$485K
PCS
365
Private Client Services
Kentucky
$475K
ASN
366
Advisory Services Network
Georgia
$473K
PFA
367
Plotkin Financial Advisors
Maryland
$469K
MPIA
368
Milestones Private Investment Advisors
New York
$461K
SFP
369
Strategic Financial Partners
Oregon
$459K
SAM
370
Strategy Asset Managers
California
$456K
LT
371
Legacy Trust
Michigan
$452K
OPA
372
Old Port Advisors
Maine
$448K
PI
373
PFG Investments
New York
$441K
MCC
374
Money Concepts Capital
Florida
$439K
MPWS
375
McCarter Private Wealth Services
Massachusetts
$434K