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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
WMA
501
West Michigan Advisors
Michigan
$222K
GFA
502
Gallagher Fiduciary Advisors
Illinois
$221K
GJWM
503
Gilliland Jeter Wealth Management
Arkansas
$219K
AWM
504
Aprio Wealth Management
Georgia
$217K
FIT
505
Financially in Tune
Massachusetts
$214K
VWA
506
Visionary Wealth Advisors
Illinois
$214K
TC
507
Trilogy Capital
California
$209K
GPWA
508
Gaddis Premier Wealth Advisors
Oklahoma
$207K
WKSWA
509
White Knight Strategic Wealth Advisors
New Jersey
$206K
AFC
510
Avise Financial Cooperative
California
$203K
SWMG
511
Signature Wealth Management Group
Georgia
$201K
BDPWM
512
Barnes Dennig Private Wealth Management
Ohio
$162K
HHCP
513
Hilton Head Capital Partners
South Carolina
$158K
RWM
514
Rialto Wealth Management
New York
$149K
SAM
515
Smartleaf Asset Management
Massachusetts
$148K
GWP
516
Gen-Wealth Partners
Michigan
$147K
DWM
517
Darwin Wealth Management
Florida
$140K
BLC
518
Brown, Lisle/Cummings
Rhode Island
$122K
PWAM
519
Private Wealth Asset Management
Iowa
$120K
AAG
520
Accordant Advisory Group
Maryland
$111K
SEP
521
Signature Equity Partners
Ohio
$110K
KFAS
522
Keating Financial Advisory Services
Kansas
$110K
TIM
523
Thompson Investment Management
Wisconsin
$101K
CMP
524
Coston McIsaac & Partners
Maine
$100K
BCWM
525
Bartlett & Co Wealth Management
Ohio
$94.7K