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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
AIC
376
Archer Investment Corporation
Indiana
$491K
PPWM
377
Perissos Private Wealth Management
Oklahoma
$490K
PPG
378
Peak Planning Group
Colorado
$486K
SFG
379
SageGuard Financial Group
Tennessee
$485K
CFG
380
Citizens Financial Group
Rhode Island
$482K
PFA
381
Plotkin Financial Advisors
Maryland
$477K
GT
382
Greenleaf Trust
Michigan
$466K
LT
383
Legacy Trust
Michigan
$460K
TFP
384
Traction Financial Partners
Wyoming
$459K
PI
385
PFG Investments
New York
$453K
IWM
386
IMG Wealth Management
Florida
$453K
IF
387
Integrity Financial
Wyoming
$452K
SH
388
SLT Holdings
Arizona
$451K
OPA
389
Old Port Advisors
Maine
$449K
RPGK
390
Retirement Planning Group (Kansas)
Kansas
$449K
TWM
391
TopTier Wealth Management
Wisconsin
$442K
PP
392
Prudential plc
United Kingdom
$437K
WW
393
Waterfront Wealth
Kansas
$435K
EFG
394
Ehrlich Financial Group
California
$434K
IP
395
Indivisible Partners
Florida
$434K
ASN
396
Advisory Services Network
Georgia
$431K
PD
397
Planning Directions
Pennsylvania
$422K
BlackRock
398
BlackRock
New York
$420K
MAS
399
MPWM Advisory Solutions
Georgia
$419K
OL
400
Owen LaRue
Kentucky
$418K