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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
Fifth Third Bancorp
476
Fifth Third Bancorp
Ohio
$186K
BL
477
BFSG LLC
California
$169K
WANY
478
Wealthspire Advisors (New York)
New York
$164K
BDPWM
479
Barnes Dennig Private Wealth Management
Ohio
$159K
OP
480
ORG Partners
Indiana
$151K
TCOV
481
Trust Company of Vermont
Vermont
$148K
RWM
482
Rialto Wealth Management
New York
$146K
TIM
483
Thompson Investment Management
Wisconsin
$143K
DWM
484
Darwin Wealth Management
Florida
$136K
BLC
485
Brown, Lisle/Cummings
Rhode Island
$120K
HBT
486
Hills Bank & Trust
Iowa
$116K
CMP
487
Coston McIsaac & Partners
Maine
$110K
CIBC Private Wealth Group
488
CIBC Private Wealth Group
Georgia
$110K
ADL
489
Asset Dedication LLC
California
$109K
RFG
490
REAP Financial Group
Texas
$98.4K
MCA
491
Midwest Capital Advisors
Michigan
$93K
AA
492
Ancora Advisors
Ohio
$92.8K
BCWM
493
Bartlett & Co Wealth Management
Ohio
$92.5K
Russell Investments Group
494
Russell Investments Group
United Kingdom
$87.4K
GJIA
495
Glass Jacobson Investment Advisors
Maryland
$87.3K
MNA
496
Manning & Napier Advisors
New York
$82.8K
OA
497
Operose Advisors
Wisconsin
$81.2K
CFS
498
Compass Financial Services
Iowa
$80.7K
WSFS
499
Wilmington Savings Fund Society
Delaware
$79.5K
NSIM
500
North Star Investment Management
Illinois
$78.8K