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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
WTA
501
Washington Trust Advisors
Massachusetts
$75.1K
CAM
502
Creekmur Asset Management
Illinois
$71.9K
BF
503
BOK Financial
Oklahoma
$71.1K
OC
504
Oakworth Capital
Alabama
$69.4K
MIFH
505
Migdal Insurance & Financial Holdings
Israel
$69K
CFFP
506
Center for Financial Planning
Michigan
$65.6K
NFSG
507
Newbridge Financial Services Group
Florida
$61.5K
PA
508
Parallel Advisors
California
$59.5K
DJSG
509
D.J. St. Germain
Massachusetts
$57.6K
FMII
510
Farmers & Merchants Investments Inc
Nebraska
$57.5K
NC
511
North Capital
Utah
$57K
CT
512
Caldwell Trust
Florida
$55.7K
GK
513
Graney & King
New York
$54.2K
NRG
514
Nemes Rush Group
Michigan
$54K
GEA
515
Glen Eagle Advisors
New Jersey
$50.6K
Bank of Montreal
516
Bank of Montreal
Ontario, Canada
$50.4K
VNA
517
Valley National Advisers
Pennsylvania
$50K
PP
518
Pacifica Partners
Canada
$49.8K
PFA
519
Pathway Financial Advisers
Indiana
$49.5K
AAG
520
Accordant Advisory Group
Maryland
$47K
GWS
521
Glassman Wealth Services
Virginia
$45.8K
RCM
522
Raleigh Capital Management
North Carolina
$43K
QWM
523
Quaker Wealth Management
New Jersey
$38.5K
CWM
524
Consultiva Wealth Management
Puerto Rico
$30.1K
AEPWM
525
Atlantic Edge Private Wealth Management
Florida
$26.4K