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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
MCC
401
Money Concepts Capital
Florida
$414K
SCTC
402
Sanibel Captiva Trust Company
Florida
$414K
FFA
403
Founders Financial Alliance
North Carolina
$412K
SC
404
Sykon Capital
New York
$409K
BAM
405
Bellevue Asset Management
Washington
$400K
FA
406
Fermata Advisors
California
$393K
AGP
407
Autumn Glory Partners
Texas
$388K
RF
408
Rossby Financial
Florida
$387K
CL
409
Choreo LLC
Illinois
$385K
DCA
410
DB&C Advisors
Michigan
$384K
CRC
411
Curi RMB Capital
Illinois
$377K
AA
412
Armis Advisers
Georgia
$375K
VAG
413
VisionPoint Advisory Group
Texas
$374K
MPIA
414
Milestones Private Investment Advisors
New York
$371K
BIA
415
Beacon Investment Advisors
Maryland
$369K
WFS
416
Weitzel Financial Services
Iowa
$367K
CFD
417
Creative Financial Designs
Indiana
$366K
PA
418
PSI Advisors
Florida
$362K
CP
419
Camelot Portfolios
Ohio
$362K
4WM
420
49 Wealth Management
Texas
$362K
ACA
421
Aptus Capital Advisors
Alabama
$361K
ATPW
422
Ashton Thomas Private Wealth
Arizona
$360K
SFPG
423
Stonebridge Financial Planning Group
Florida
$352K
PFA
424
Pure Financial Advisors
California
$345K
GM
425
GeoWealth Management
Illinois
$344K