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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
VPW
426
Variant Private Wealth
Virginia
$287K
APP
427
Avantax Planning Partners
Iowa
$286K
GWA
428
Gratus Wealth Advisors
Virginia
$285K
HP
429
Hilltop Partners
Indiana
$283K
KPWG
430
KFA Private Wealth Group
Virginia
$280K
PB
431
Pinnacle Bancorp
Nebraska
$276K
HIP
432
HUB Investment Partners
Texas
$275K
MSFS
433
Main Street Financial Solutions
Pennsylvania
$274K
CWP
434
Cyndeo Wealth Partners
Florida
$274K
SWA
435
Sax Wealth Advisors
New Jersey
$273K
PFM
436
Peak Financial Management
Massachusetts
$272K
CWP
437
Core Wealth Partners
California
$268K
CFS
438
Commonwealth Financial Services
West Virginia
$267K
OPW
439
Oxler Private Wealth
New York
$260K
MWM
440
Maltin Wealth Management
New Jersey
$260K
YIH
441
Y-Intercept (HK)
Hong Kong
$257K
TA
442
TFB Advisors
Kansas
$256K
NP
443
Nilsine Partners
Colorado
$254K
FWA
444
FSM Wealth Advisors
Ohio
$253K
TCWM
445
Total Clarity Wealth Management
Illinois
$250K
SA
446
Skyline Advisors
Washington
$248K
UWP
447
Uniting Wealth Partners
Kansas
$247K
ONSWM
448
Old North State Wealth Management
North Carolina
$245K
WF
449
Whelan Financial
California
$245K
AWA
450
Alta Wealth Advisors
Massachusetts
$234K