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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
BMC
426
Beaton Management Company
Massachusetts
$339K
SIM
427
Synergy Investment Management
Florida
$336K
SAM
428
Strategy Asset Managers
California
$335K
HWM
429
HB Wealth Management
Georgia
$332K
BWP
430
Balboa Wealth Partners
Arizona
$331K
SWP
431
Sagespring Wealth Partners
Tennessee
$331K
DC
432
Davenport & Co
Virginia
$331K
SPWM
433
Schrum Private Wealth Management
Florida
$330K
RFN
434
Redwood Financial Network
Ohio
$322K
WP
435
WealthPLAN Partners
Nebraska
$322K
NEWAS
436
N.E.W. Advisory Services
Wisconsin
$318K
IDA
437
Intelligence Driven Advisers
California
$317K
IWP
438
IAG Wealth Partners
Wisconsin
$316K
BWM
439
Benson Wealth Management
Tennessee
$316K
RFP
440
Root Financial Partners
California
$308K
HIP
441
HUB Investment Partners
Texas
$308K
PB
442
Pinnacle Bancorp
Nebraska
$307K
SEI Investments
443
SEI Investments
Pennsylvania
$306K
OWA
444
Opal Wealth Advisors
New York
$303K
RFN
445
RDA Financial Network
Iowa
$302K
MPWS
446
McCarter Private Wealth Services
Massachusetts
$301K
LA
447
LexAurum Advisors
Kansas
$298K
MC
448
Moors & Cabot
Massachusetts
$297K
CA
449
Clearstead Advisors
Ohio
$297K
O3W
450
Omni 360 Wealth
New Jersey
$297K