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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
TSS
451
Two Sigma Securities
New York
$293K
UAG
452
United Advisor Group
Ohio
$292K
CAG
453
Csenge Advisory Group
Florida
$290K
GWA
454
Gratus Wealth Advisors
Virginia
$290K
AIA
455
Accelerate Investment Advisors
California
$289K
HP
456
Hilltop Partners
Indiana
$288K
CWP
457
Cyndeo Wealth Partners
Florida
$285K
BRPW
458
Ballast Rock Private Wealth
South Carolina
$284K
NFG
459
Nations Financial Group
Iowa
$283K
AA
460
Advisory Advocates
Michigan
$283K
GPA
461
Guerra Pan Advisors
New Jersey
$281K
EWA
462
EP Wealth Advisors
California
$280K
PCA
463
Prosperity Capital Advisors
Ohio
$276K
CWP
464
Core Wealth Partners
California
$273K
VPW
465
Variant Private Wealth
Virginia
$273K
CFS
466
Commonwealth Financial Services
West Virginia
$272K
KPWG
467
KFA Private Wealth Group
Virginia
$271K
OPW
468
Oxler Private Wealth
New York
$267K
PFM
469
Peak Financial Management
Massachusetts
$265K
CAG
470
Crestwood Advisors Group
Massachusetts
$264K
MWM
471
Maltin Wealth Management
New Jersey
$264K
WAM
472
WealthTrust Asset Management
Florida
$258K
SWA
473
Sax Wealth Advisors
New Jersey
$256K
RMP
474
Richards, Merrill & Peterson
Washington
$256K
BCM
475
Brookstone Capital Management
Illinois
$252K