We are live on ! Find out more
FVD icon

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
BL
526
BFSG LLC
California
$90.4K
GJIA
527
Glass Jacobson Investment Advisors
Maryland
$88.8K
AA
528
Ancora Advisors
Ohio
$85K
Allspring Global Investments
529
Allspring Global Investments
North Carolina
$83.7K
OA
530
Operose Advisors
Wisconsin
$82.5K
RFG
531
REAP Financial Group
Texas
$82.2K
WSFS
532
Wilmington Savings Fund Society
Delaware
$80.8K
VAI
533
Vanguard Advisers Inc
Pennsylvania
$78.4K
WTA
534
Washington Trust Advisors
Massachusetts
$76.4K
BW
535
Bravera Wealth
North Dakota
$75.5K
OC
536
Oakworth Capital
Alabama
$70.5K
MIFH
537
Migdal Insurance & Financial Holdings
Israel
$69.7K
SGK
538
Steigerwald Gordon & Koch
Virginia
$69.7K
CBT
539
Crews Bank & Trust
Florida
$68.5K
MNA
540
Manning & Napier Advisors
New York
$66.8K
CFFP
541
Center for Financial Planning
Michigan
$66.7K
MCA
542
Midwest Capital Advisors
Michigan
$65.7K
GSEP
543
Golden State Equity Partners
California
$64.5K
CT
544
Caldwell Trust
Florida
$63.9K
DJSG
545
D.J. St. Germain
Massachusetts
$58.6K
GK
546
Graney & King
New York
$55.8K
AWM
547
Abound Wealth Management
Tennessee
$55.6K
NRG
548
Nemes Rush Group
Michigan
$55.6K
BF
549
BOK Financial
Oklahoma
$54.7K
CFB
550
Cullen/Frost Bankers
Texas
$53.6K