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First Trust Value Line Dividend Fund

568 hedge funds and large institutions have $5.71B invested in First Trust Value Line Dividend Fund in 2025 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 175 increasing their positions, 255 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 ownership

Funds ownership:

less funds holding

Funds holding:

24% less funds holding in top 10

Funds holding in top 10: 3325 (-8)

31% less repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 255

Holders
568
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
MSFS
426
Main Street Financial Solutions
Pennsylvania
$274K
CWP
427
Cyndeo Wealth Partners
Florida
$274K
SWA
428
Sax Wealth Advisors
New Jersey
$273K
PFM
429
Peak Financial Management
Massachusetts
$272K
CWP
430
Core Wealth Partners
California
$268K
CFS
431
Commonwealth Financial Services
West Virginia
$267K
OPW
432
Oxler Private Wealth
New York
$260K
MWM
433
Maltin Wealth Management
New Jersey
$260K
YIH
434
Y-Intercept (HK)
Hong Kong
$257K
TA
435
TFB Advisors
Kansas
$256K
NP
436
Nilsine Partners
Colorado
$254K
FWA
437
FSM Wealth Advisors
Ohio
$253K
TCWM
438
Total Clarity Wealth Management
Illinois
$250K
SA
439
Skyline Advisors
Washington
$248K
UWP
440
Uniting Wealth Partners
Kansas
$247K
ONSWM
441
Old North State Wealth Management
North Carolina
$245K
WF
442
Whelan Financial
California
$245K
AWA
443
Alta Wealth Advisors
Massachusetts
$234K
SWM
444
SeaCrest Wealth Management
New York
$234K
CPRC
445
Consolidated Portfolio Review Corp
New York
$230K
WFA
446
WMG Financial Advisors
Tennessee
$227K
RWM
447
Ritholtz Wealth Management
New York
$227K
NFG
448
Nations Financial Group
Iowa
$227K
CPC
449
CFC Planning Company
Indiana
$226K
RMP
450
Richards, Merrill & Peterson
Washington
$223K