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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
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$25.7M
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$25.3M
DADC
28
D.A. Davidson & Co
Montana
$23.6M
HI
29
Harbour Investments
Wisconsin
$23.3M
PNC
30
Park National Corp
Ohio
$23.2M
GSWM
31
Golden State Wealth Management
California
$22.7M
Citigroup
32
Citigroup
New York
$21.3M
Mariner
33
Mariner
Kansas
$21.3M
GWP
34
Gateway Wealth Partners
Wisconsin
$21.3M
MML Investors Services
35
MML Investors Services
Massachusetts
$21M
BFG
36
Beacon Financial Group
Texas
$19.5M
EH
37
Equitable Holdings
New York
$18.5M
SWIA
38
Solano Wealth Investment Advisors
California
$18.4M
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$18M
Goldman Sachs
40
Goldman Sachs
New York
$17.9M
CIA
41
Concurrent Investment Advisors
Florida
$17.2M
HPC
42
Hobart Private Capital
North Carolina
$16.7M
PBF
43
Petix & Botte Financial
California
$15.3M
SWP
44
Stratos Wealth Partners
Ohio
$14.7M
KPWS
45
Kestra Private Wealth Services
Texas
$14.6M
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$14.5M
WIP
47
WealthCare Investment Partners
Rhode Island
$14.5M
SPIA
48
Steward Partners Investment Advisory
New York
$13.8M
CB
49
Commerce Bank
Missouri
$13.4M
MWM
50
Modern Wealth Management
Kansas
$13.2M