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First Trust Value Line Dividend Fund

577 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, 178 increasing their positions, 260 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: $ → $

more 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: 178 | Existing positions reduced: 260

Holders
577
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
AEPWM
526
Atlantic Edge Private Wealth Management
Florida
$26.4K
SA
527
Scarborough Advisors
Maryland
$24.3K
TC
528
Truvestments Capital
Florida
$24K
FGAM
529
Financial Gravity Asset Management
Texas
$23.6K
FFWM
530
Future Financial Wealth Management
Ohio
$23.1K
CAL
531
Capital Analysts LLC
Pennsylvania
$22K
HFS
532
Hantz Financial Services
Michigan
$22K
Q1WB
533
Quest 10 Wealth Builders
Virginia
$21.8K
BlackRock
534
BlackRock
New York
$21.7K
SGK
535
Steigerwald Gordon & Koch
Virginia
$21.5K
CNBTD
536
Citizens National Bank Trust Department
Mississippi
$20.8K
AWM
537
Abound Wealth Management
Tennessee
$20.8K
HWA
538
HHM Wealth Advisors
Tennessee
$20.1K
DWM
539
Dogwood Wealth Management
Kansas
$19.9K
TFA
540
Toth Financial Advisory
Virginia
$19.8K
AWM
541
AllSquare Wealth Management
New York
$19.7K
SIS
542
Sound Income Strategies
Florida
$18.3K
CFB
543
Cullen/Frost Bankers
Texas
$17.6K
MA
544
MCF Advisors
Kentucky
$16.9K
HWA
545
Heritage Wealth Advisors
Virginia
$15.5K
JFGIW
546
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$15.3K
AIP
547
Ameritas Investment Partners
Nebraska
$14.7K
HFS
548
Hughes Financial Services
Virginia
$14.4K
GIA
549
GHP Investment Advisors
Colorado
$14.2K
SAM
550
Smartleaf Asset Management
Massachusetts
$14K