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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
TC
526
Truvestments Capital
Florida
$24K
FGAM
527
Financial Gravity Asset Management
Texas
$23.6K
FFWM
528
Future Financial Wealth Management
Ohio
$23.1K
CAL
529
Capital Analysts LLC
Pennsylvania
$22K
HFS
530
Hantz Financial Services
Michigan
$22K
Q1WB
531
Quest 10 Wealth Builders
Virginia
$21.8K
BlackRock
532
BlackRock
New York
$21.7K
SGK
533
Steigerwald Gordon & Koch
Virginia
$21.5K
CNBTD
534
Citizens National Bank Trust Department
Mississippi
$20.8K
AWM
535
Abound Wealth Management
Tennessee
$20.8K
HWA
536
HHM Wealth Advisors
Tennessee
$20.1K
DWM
537
Dogwood Wealth Management
Kansas
$19.9K
TFA
538
Toth Financial Advisory
Virginia
$19.8K
AWM
539
AllSquare Wealth Management
New York
$19.7K
SIS
540
Sound Income Strategies
Florida
$18.3K
CFB
541
Cullen/Frost Bankers
Texas
$17.6K
MA
542
MCF Advisors
Kentucky
$16.9K
HWA
543
Heritage Wealth Advisors
Virginia
$15.5K
JFGIW
544
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$15.3K
AIP
545
Ameritas Investment Partners
Nebraska
$14.7K
HFS
546
Hughes Financial Services
Virginia
$14.4K
GIA
547
GHP Investment Advisors
Colorado
$14.2K
SAM
548
Smartleaf Asset Management
Massachusetts
$14K
RWM
549
RMG Wealth Management
Wisconsin
$13.9K
PGAM
550
Princeton Global Asset Management
New Jersey
$13.9K