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First Trust Value Line Dividend Fund

568 hedge funds and large institutions have $5.71B invested in First Trust Value Line Dividend Fund in 2025 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 175 increasing their positions, 255 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 ownership

Funds ownership:

less funds holding

Funds holding:

24% less funds holding in top 10

Funds holding in top 10: 3325 (-8)

31% less repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 255

Holders
568
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
SCM
551
Sterling Capital Management
North Carolina
$8.23K
ANBT
552
American National Bank & Trust
Texas
$7.68K
TSMHT
553
Thurston Springer Miller Herd & Titak
Indiana
$7.17K
MEG
554
Millstone Evans Group
Colorado
$6.94K
SIC
555
Salem Investment Counselors
North Carolina
$6.84K
LC
556
Luminist Capital
Michigan
$6.45K
WT
557
Whittier Trust
California
$6.4K
HNB
558
Huntington National Bank
Ohio
$6.24K
RPA
559
Redwood Park Advisors
California
$5.78K
CFP
560
Comprehensive Financial Planning
Pennsylvania
$5.22K
POIA
561
Pin Oak Investment Advisors
Texas
$5.04K
SS
562
SBI Securities
Japan
$4.49K
HAP
563
Harbor Asset Planning
Massachusetts
$4.07K
ETC
564
Exchange Traded Concepts
Oklahoma
$3.98K
EAM
565
Eukles Asset Management
Ohio
$2.82K
AFWM
566
Abich Financial Wealth Management
Virginia
$1.57K
SWP
567
Strategic Wealth Partners
Ohio
$1.29K
FRA
568
Front Row Advisors
California
$1.16K
FDW
569
Fourth Dimension Wealth
Ohio
$139
SWGC
570
Summit Wealth Group (Colorado)
Colorado
FAIM
571
Financial Advocates Investment Management
Washington
AAP
572
Arax Advisory Partners
Colorado
DAS
573
Dynamic Advisor Solutions
Arizona
SNWA
574
Siligmueller & Norvid Wealth Advisors
Illinois
CCC
575
Compass Capital Corp
Massachusetts