FVD icon

First Trust Value Line Dividend Fund

626 hedge funds and large institutions have $5.16B 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, 284 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)

32% less repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 284

Holders
626
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
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$25.3M
DADC
27
D.A. Davidson & Co
Montana
$23.6M
HI
28
Harbour Investments
Wisconsin
$23.3M
PNC
29
Park National Corp
Ohio
$23.2M
GSWM
30
Golden State Wealth Management
California
$22.7M
Citigroup
31
Citigroup
New York
$21.3M
Mariner
32
Mariner
Kansas
$21.3M
GWP
33
Gateway Wealth Partners
Wisconsin
$21.3M
MML Investors Services
34
MML Investors Services
Massachusetts
$21M
BFG
35
Beacon Financial Group
Texas
$19.5M
EH
36
Equitable Holdings
New York
$18.5M
SWIA
37
Solano Wealth Investment Advisors
California
$18.4M
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$18M
Goldman Sachs
39
Goldman Sachs
New York
$17.9M
CIA
40
Concurrent Investment Advisors
Florida
$17.2M
HPC
41
Hobart Private Capital
North Carolina
$16.7M
PBF
42
Petix & Botte Financial
California
$15.3M
SWP
43
Stratos Wealth Partners
Ohio
$14.7M
KPWS
44
Kestra Private Wealth Services
Texas
$14.6M
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$14.5M
WIP
46
WealthCare Investment Partners
Rhode Island
$14.5M
SPIA
47
Steward Partners Investment Advisory
New York
$13.8M
CB
48
Commerce Bank
Missouri
$13.4M
MWM
49
Modern Wealth Management
Kansas
$13.2M
MFG
50
Merit Financial Group
Georgia
$12.8M