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First Trust Value Line Dividend Fund

575 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, 177 increasing their positions, 259 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 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: 177 | Existing positions reduced: 259

Holders
575
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
APP
426
Avantax Planning Partners
Iowa
$286K
GWA
427
Gratus Wealth Advisors
Virginia
$285K
HP
428
Hilltop Partners
Indiana
$283K
KPWG
429
KFA Private Wealth Group
Virginia
$280K
PB
430
Pinnacle Bancorp
Nebraska
$276K
HIP
431
HUB Investment Partners
Texas
$275K
MSFS
432
Main Street Financial Solutions
Pennsylvania
$274K
CWP
433
Cyndeo Wealth Partners
Florida
$274K
SWA
434
Sax Wealth Advisors
New Jersey
$273K
PFM
435
Peak Financial Management
Massachusetts
$272K
CWP
436
Core Wealth Partners
California
$268K
CFS
437
Commonwealth Financial Services
West Virginia
$267K
OPW
438
Oxler Private Wealth
New York
$260K
MWM
439
Maltin Wealth Management
New Jersey
$260K
YIH
440
Y-Intercept (HK)
Hong Kong
$257K
TA
441
TFB Advisors
Kansas
$256K
NP
442
Nilsine Partners
Colorado
$254K
FWA
443
FSM Wealth Advisors
Ohio
$253K
TCWM
444
Total Clarity Wealth Management
Illinois
$250K
SA
445
Skyline Advisors
Washington
$248K
UWP
446
Uniting Wealth Partners
Kansas
$247K
ONSWM
447
Old North State Wealth Management
North Carolina
$245K
WF
448
Whelan Financial
California
$245K
AWA
449
Alta Wealth Advisors
Massachusetts
$234K
SWM
450
SeaCrest Wealth Management
New York
$234K