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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
SWP
576
Strategic Wealth Partners
Ohio
$1.29K
FRA
577
Front Row Advisors
California
$1.16K
FDW
578
Fourth Dimension Wealth
Ohio
$139
SWGC
579
Summit Wealth Group (Colorado)
Colorado
FAIM
580
Financial Advocates Investment Management
Washington
AAP
581
Arax Advisory Partners
Colorado
DAS
582
Dynamic Advisor Solutions
Arizona
SNWA
583
Siligmueller & Norvid Wealth Advisors
Illinois
CCC
584
Compass Capital Corp
Massachusetts
M1FG
585
Mach-1 Financial Group
Arkansas
AA
586
Armis Advisers
Georgia
FIM
587
Freedom Investment Management
Connecticut
SAW
588
Signal Advisors Wealth
Michigan
APWA
589
Atlas Private Wealth Advisors
New Jersey
HGWM
590
Horst & Graben Wealth Management
Oregon
EGM
591
Engineers Gate Manager
New York
TWP
592
Tyche Wealth Partners
Texas
SEA
593
Stegent Equity Advisors
Texas
CAG
594
Csenge Advisory Group
Florida
DWM
595
Diversify Wealth Management
Utah
BCMLT
596
Beacon Capital Management LLC (Tennessee)
Tennessee
WW
597
Winnow Wealth
Texas
IRC
598
Investors Research Corp
Georgia
PSFG
599
Park Square Financial Group
Georgia
BIG
600
Brooklyn Investment Group
New York