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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
MPWS
376
McCarter Private Wealth Services
Massachusetts
$434K
WWA
377
Wealth Watch Advisors
Colorado
$432K
EFG
378
Ehrlich Financial Group
California
$427K
MWM
379
MGB Wealth Management
Texas
$425K
Cerity Partners
380
Cerity Partners
New York
$424K
OIA
381
OneDigital Investment Advisors
Kansas
$423K
FTUS
382
Flow Traders U.S.
New York
$423K
OL
383
Owen LaRue
Kentucky
$422K
SC
384
Sykon Capital
New York
$422K
FFA
385
Founders Financial Alliance
North Carolina
$420K
SIM
386
Synergy Investment Management
Florida
$418K
WW
387
Waterfront Wealth
Kansas
$415K
4WM
388
49 Wealth Management
Texas
$410K
TIAA Trust, National Association
389
TIAA Trust, National Association
North Carolina
$408K
DC
390
Davenport & Co
Virginia
$408K
UAG
391
United Advisor Group
Ohio
$402K
MAS
392
MPWM Advisory Solutions
Georgia
$399K
TC
393
Trilogy Capital
California
$396K
ACA
394
Aptus Capital Advisors
Alabama
$394K
GM
395
GeoWealth Management
Illinois
$392K
PA
396
PSI Advisors
Florida
$389K
NEWAS
397
N.E.W. Advisory Services
Wisconsin
$382K
SFPG
398
Stonebridge Financial Planning Group
Florida
$381K
FA
399
Fermata Advisors
California
$381K
CL
400
Choreo LLC
Illinois
$379K