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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
ADL
576
Asset Dedication LLC
California
$23.4K
CAL
577
Capital Analysts LLC
Pennsylvania
$23K
PPC
578
Park Place Capital
Alabama
$23K
GCP
579
Gill Capital Partners
Colorado
$22.7K
CNBTD
580
Citizens National Bank Trust Department
Mississippi
$21.2K
IAAG
581
Innovative Asset Advisors Group
Connecticut
$21.2K
HWA
582
HHM Wealth Advisors
Tennessee
$20.5K
DWM
583
Dogwood Wealth Management
Kansas
$20.3K
Q1WB
584
Quest 10 Wealth Builders
Virginia
$19.8K
PF
585
PlanVest Financial
Maryland
$19.4K
ST
586
Smithfield Trust
Pennsylvania
$19K
RIL
587
Rothschild Investment LLC
Illinois
$16.7K
CWM
588
Copia Wealth Management
Oregon
$16.3K
HWA
589
Heritage Wealth Advisors
Virginia
$15.8K
SFAM
590
Sawyer Falduto Asset Management
Illinois
$15.7K
JFGIW
591
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$15.5K
AIP
592
Ameritas Investment Partners
Nebraska
$14.9K
HFS
593
Hughes Financial Services
Virginia
$14.8K
RWM
594
RMG Wealth Management
Wisconsin
$14.1K
SL
595
Salomon & Ludwin
Virginia
$12.8K
KFP
596
Kerr Financial Planning
California
$12.2K
PP
597
PFS Partners
New Jersey
$11.5K
LWM
598
Lodestone Wealth Management
Washington
$11.4K
OWP
599
ORG Wealth Partners
Texas
$11.1K
SC
600
Swan Capital
Florida
$11K