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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
RWM
551
RMG Wealth Management
Wisconsin
$13.9K
PGAM
552
Princeton Global Asset Management
New Jersey
$13.9K
SL
553
Salomon & Ludwin
Virginia
$12.5K
PFA
554
Pillar Financial Advisors
Kentucky
$11.7K
PP
555
PFS Partners
New Jersey
$11.2K
OWP
556
ORG Wealth Partners
Texas
$11K
SC
557
Swan Capital
Florida
$10.8K
PMFA
558
Plante Moran Financial Advisors
Michigan
$9.25K
S
559
SignatureFD
Georgia
$8.77K
SCM
560
Sterling Capital Management
North Carolina
$8.23K
ANBT
561
American National Bank & Trust
Texas
$7.68K
TSMHT
562
Thurston Springer Miller Herd & Titak
Indiana
$7.17K
MEG
563
Millstone Evans Group
Colorado
$6.94K
SIC
564
Salem Investment Counselors
North Carolina
$6.84K
LC
565
Luminist Capital
Michigan
$6.45K
WT
566
Whittier Trust
California
$6.4K
HNB
567
Huntington National Bank
Ohio
$6.24K
RPA
568
Redwood Park Advisors
California
$5.78K
CFP
569
Comprehensive Financial Planning
Pennsylvania
$5.22K
POIA
570
Pin Oak Investment Advisors
Texas
$5.04K
SS
571
SBI Securities
Japan
$4.49K
HAP
572
Harbor Asset Planning
Massachusetts
$4.07K
ETC
573
Exchange Traded Concepts
Oklahoma
$3.98K
EAM
574
Eukles Asset Management
Ohio
$2.82K
AFWM
575
Abich Financial Wealth Management
Virginia
$1.57K