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First Trust Value Line Dividend Fund

626 hedge funds and large institutions have $5.16B 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, 284 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)

32% less repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 284

Holders
626
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
TWIM
601
TIAA Wealth Investment Management
New York
$9.27K
HBW
602
Hazlett, Burt & Watson
West Virginia
$9K
GIA
603
GHP Investment Advisors
Colorado
$8.77K
SCM
604
Sterling Capital Management
North Carolina
$8.37K
TSMHT
605
Thurston Springer Miller Herd & Titak
Indiana
$7.29K
SIC
606
Salem Investment Counselors
North Carolina
$6.96K
RDFA
607
Ritter Daniher Financial Advisory
Ohio
$6.86K
WT
608
Whittier Trust
California
$6.65K
WTC
609
WhitTier Trust Company
Nevada
$5.98K
RPA
610
Redwood Park Advisors
California
$5.88K
AEPWM
611
Atlantic Edge Private Wealth Management
Florida
$5.64K
SWM
612
SHP Wealth Management
Massachusetts
$5.49K
CFP
613
Comprehensive Financial Planning
Pennsylvania
$5.31K
POIA
614
Pin Oak Investment Advisors
Texas
$5K
CTC
615
Central Trust Company
Missouri
$4.94K
EWM
616
Evolution Wealth Management
Florida
$4.94K
MCA
617
McGuire Capital Advisors
Oklahoma
$4.89K
IA
618
IFG Advisory
Georgia
$4.7K
KCM
619
Key Capital Management
Tennessee
$3.15K
EAM
620
Eukles Asset Management
Ohio
$2.87K
MWA
621
Merkkuri Wealth Advisors
New York
$2.71K
SWP
622
Strategic Wealth Partners
Ohio
$1.32K
FRA
623
Front Row Advisors
California
$1.18K
SFG
624
Strive Financial Group
Indiana
$1K
TRCT
625
Tower Research Capital (TRC)
New York
$470