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First Trust Value Line Dividend Fund

575 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, 177 increasing their positions, 259 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 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: 177 | Existing positions reduced: 259

Holders
575
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
FDW
576
Fourth Dimension Wealth
Ohio
$139
SWGC
577
Summit Wealth Group (Colorado)
Colorado
FAIM
578
Financial Advocates Investment Management
Washington
AAP
579
Arax Advisory Partners
Colorado
DAS
580
Dynamic Advisor Solutions
Arizona
SNWA
581
Siligmueller & Norvid Wealth Advisors
Illinois
CCC
582
Compass Capital Corp
Massachusetts
M1FG
583
Mach-1 Financial Group
Arkansas
AA
584
Armis Advisers
Georgia
FIM
585
Freedom Investment Management
Connecticut
SAW
586
Signal Advisors Wealth
Michigan
APWA
587
Atlas Private Wealth Advisors
New Jersey
HGWM
588
Horst & Graben Wealth Management
Oregon
EGM
589
Engineers Gate Manager
New York
TWP
590
Tyche Wealth Partners
Texas
SEA
591
Stegent Equity Advisors
Texas
CAG
592
Csenge Advisory Group
Florida
DWM
593
Diversify Wealth Management
Utah
BCMLT
594
Beacon Capital Management LLC (Tennessee)
Tennessee
WW
595
Winnow Wealth
Texas
IRC
596
Investors Research Corp
Georgia
PSFG
597
Park Square Financial Group
Georgia
BIG
598
Brooklyn Investment Group
New York
SC
599
SouthState Corp
Florida
WTC
600
WhitTier Trust Company
Nevada