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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
MWM
601
Mosley Wealth Management
California
$9.62K
SS
602
SBI Securities
Japan
$9.5K
PMFA
603
Plante Moran Financial Advisors
Michigan
$9.41K
TWIM
604
TIAA Wealth Investment Management
New York
$9.27K
HBW
605
Hazlett, Burt & Watson
West Virginia
$9K
GIA
606
GHP Investment Advisors
Colorado
$8.77K
SCM
607
Sterling Capital Management
North Carolina
$8.37K
TSMHT
608
Thurston Springer Miller Herd & Titak
Indiana
$7.29K
SIC
609
Salem Investment Counselors
North Carolina
$6.96K
RDFA
610
Ritter Daniher Financial Advisory
Ohio
$6.86K
WT
611
Whittier Trust
California
$6.65K
WTC
612
WhitTier Trust Company
Nevada
$5.98K
RPA
613
Redwood Park Advisors
California
$5.88K
AEPWM
614
Atlantic Edge Private Wealth Management
Florida
$5.64K
SWM
615
SHP Wealth Management
Massachusetts
$5.49K
CFP
616
Comprehensive Financial Planning
Pennsylvania
$5.31K
POIA
617
Pin Oak Investment Advisors
Texas
$5K
CTC
618
Central Trust Company
Missouri
$4.94K
EWM
619
Evolution Wealth Management
Florida
$4.94K
MCA
620
McGuire Capital Advisors
Oklahoma
$4.89K
IA
621
IFG Advisory
Georgia
$4.7K
KCM
622
Key Capital Management
Tennessee
$3.15K
EAM
623
Eukles Asset Management
Ohio
$2.87K
MWA
624
Merkkuri Wealth Advisors
New York
$2.71K
SWP
625
Strategic Wealth Partners
Ohio
$1.32K