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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
IWP
401
IAG Wealth Partners
Wisconsin
$375K
CRC
402
Curi RMB Capital
Illinois
$371K
RF
403
Rossby Financial
Florida
$368K
BWP
404
Balboa Wealth Partners
Arizona
$367K
SWP
405
Sagespring Wealth Partners
Tennessee
$366K
BIA
406
Beacon Investment Advisors
Maryland
$363K
HWM
407
HB Wealth Management
Georgia
$353K
CFD
408
Creative Financial Designs
Indiana
$351K
WFS
409
Weitzel Financial Services
Iowa
$344K
SIAS
410
Summit Investment Advisory Services
Minnesota
$341K
OWA
411
Opal Wealth Advisors
New York
$341K
BMC
412
Beaton Management Company
Massachusetts
$337K
TAM
413
Tucker Asset Management
Colorado
$333K
GPA
414
Guerra Pan Advisors
New Jersey
$331K
SPWM
415
Schrum Private Wealth Management
Florida
$324K
PFGIA
416
Patriot Financial Group Insurance Agency
Massachusetts
$320K
BTWM
417
Brass Tax Wealth Management
Ohio
$311K
RFN
418
Redwood Financial Network
Ohio
$310K
MC
419
Moors & Cabot
Massachusetts
$308K
WP
420
WealthPLAN Partners
Nebraska
$307K
AIA
421
Accelerate Investment Advisors
California
$304K
Optiver Holding
422
Optiver Holding
Netherlands
$299K
CA
423
Clearstead Advisors
Ohio
$291K
LA
424
LexAurum Advisors
Kansas
$291K
RFN
425
RDA Financial Network
Iowa
$291K