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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
PFBT
551
Parkside Financial Bank & Trust
Missouri
$51.5K
Bank of Montreal
552
Bank of Montreal
Ontario, Canada
$51.2K
VNA
553
Valley National Advisers
Pennsylvania
$51K
SGFG
554
Silver Grove Financial Group
New York
$50.6K
NSIM
555
North Star Investment Management
Illinois
$49.3K
FMII
556
Farmers & Merchants Investments Inc
Nebraska
$49.1K
GEA
557
Glen Eagle Advisors
New Jersey
$48.8K
HFS
558
Hantz Financial Services
Michigan
$48K
GWS
559
Glassman Wealth Services
Virginia
$46.6K
RCM
560
Raleigh Capital Management
North Carolina
$45.9K
BA
561
Ballast Advisors
Minnesota
$43.5K
QWM
562
Quaker Wealth Management
New Jersey
$39.6K
MSG
563
Main Street Group
Virginia
$39.3K
SNB
564
Security National Bank
Nebraska
$38.7K
Russell Investments Group
565
Russell Investments Group
United Kingdom
$34.1K
CWM
566
Consultiva Wealth Management
Puerto Rico
$30.6K
GFA
567
Godfrey Financial Associates
New York
$30.3K
MPG
568
My Portfolio Guide
California
$29.7K
HNB
569
Hilltop National Bank
Wyoming
$28.5K
S
570
SignatureFD
Georgia
$27.9K
SA
571
Scarborough Advisors
Maryland
$25K
TC
572
Truvestments Capital
Florida
$24.4K
FGAM
573
Financial Gravity Asset Management
Texas
$24K
TWC
574
TD Waterhouse Canada
Ontario, Canada
$23.6K
AIM
575
Anchor Investment Management
South Carolina
$23.5K