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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
APP
476
Avantax Planning Partners
Iowa
$252K
TCIIS
477
TIAA-CREF Individual & Institutional Services
New York
$252K
TCWM
478
Total Clarity Wealth Management
Illinois
$252K
SA
479
Skyline Advisors
Washington
$252K
DWM
480
Diversify Wealth Management
Utah
$252K
UWP
481
Uniting Wealth Partners
Kansas
$251K
NP
482
Nilsine Partners
Colorado
$249K
WF
483
Whelan Financial
California
$249K
FWA
484
FSM Wealth Advisors
Ohio
$249K
PWP
485
Prasad Wealth Partners
Ohio
$243K
HFA
486
Hershey Financial Advisers
Pennsylvania
$241K
FWI
487
Facet Wealth Inc
Maryland
$236K
SWM
488
SeaCrest Wealth Management
New York
$235K
SPWM
489
Smith Partners Wealth Management
North Carolina
$232K
KIM
490
Kestra Investment Management
Texas
$232K
AIM
491
Axiom Investment Management
New York
$232K
SIS
492
Sound Income Strategies
Florida
$231K
NWA
493
Navis Wealth Advisors
New York
$229K
CPC
494
CFC Planning Company
Indiana
$229K
RWM
495
Ritholtz Wealth Management
New York
$229K
VDC
496
Van Diest Capital
Iowa
$227K
AWM
497
Avior Wealth Management
Nebraska
$226K
PFP
498
Paragon Financial Partners
California
$225K
SS
499
Sunbelt Securities
Texas
$225K
PWM
500
Platt Wealth Management
California
$224K