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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
SWM
451
SeaCrest Wealth Management
New York
$234K
CPRC
452
Consolidated Portfolio Review Corp
New York
$230K
WFA
453
WMG Financial Advisors
Tennessee
$227K
RWM
454
Ritholtz Wealth Management
New York
$227K
NFG
455
Nations Financial Group
Iowa
$227K
CPC
456
CFC Planning Company
Indiana
$226K
RMP
457
Richards, Merrill & Peterson
Washington
$223K
HF
458
HRT Financial
New York
$223K
GJWM
459
Gilliland Jeter Wealth Management
Arkansas
$221K
SS
460
Sunbelt Securities
Texas
$219K
NWA
461
Navis Wealth Advisors
New York
$218K
WMA
462
West Michigan Advisors
Michigan
$217K
PFP
463
Paragon Financial Partners
California
$217K
BCM
464
Brookstone Capital Management
Illinois
$216K
GFG
465
Grantvest Financial Group
New Jersey
$215K
GFA
466
Gallagher Fiduciary Advisors
Illinois
$214K
PWP
467
Prasad Wealth Partners
Ohio
$214K
CAM
468
Clark Asset Management
New Hampshire
$209K
MCCP
469
Mission Creek Capital Partners
California
$207K
VWA
470
Visionary Wealth Advisors
Illinois
$207K
CAG
471
Crestwood Advisors Group
Massachusetts
$205K
KeyBank National Association
472
KeyBank National Association
Ohio
$205K
WCG
473
Weaver Consulting Group
California
$203K
WKSWA
474
White Knight Strategic Wealth Advisors
New Jersey
$202K
AWM
475
Avior Wealth Management
Nebraska
$201K