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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
MFG
51
Merit Financial Group
Georgia
$12.8M
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$12.5M
P
53
&Partners
Tennessee
$12.2M
US Bancorp
54
US Bancorp
Minnesota
$12M
IAA
55
Independent Advisor Alliance
North Carolina
$11.8M
CF
56
Claris Financial
Virginia
$11.8M
UCFA
57
United Capital Financial Advisors
Texas
$11.5M
HFP
58
Holistic Financial Partners
Indiana
$11M
AssetMark Inc
59
AssetMark Inc
California
$10.8M
PCG
60
Prosperity Consulting Group
Maryland
$10.8M
AWA
61
Arkadios Wealth Advisors
Georgia
$10.6M
Two Sigma Investments
62
Two Sigma Investments
New York
$10.6M
BFA
63
Beacon Financial Advisory
Ohio
$10.6M
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$10.5M
BPA
65
Beacon Pointe Advisors
California
$10.2M
CWM
66
Concentrum Wealth Management
California
$9.9M
PWS
67
Proactive Wealth Strategies
Georgia
$9.78M
VFG
68
Victory Financial Group
Texas
$9.6M
IA
69
IFP Advisors
Florida
$9.32M
SA
70
Sanctuary Advisors
Indiana
$9.02M
RA
71
RFG Advisory
Alabama
$8.57M
PGWA
72
Plus Group Wealth Advisors
Wisconsin
$8.45M
BWA
73
BlueChip Wealth Advisors
Georgia
$8.38M
CFWMA
74
Center for Wealth Management Advisory
Ohio
$8.18M
CCIA
75
Cherry Creek Investment Advisors
Colorado
$8.14M