FVD icon

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
CA
76
Crumly & Associates
Illinois
$7.47M
OC
77
Oppenheimer & Co
New York
$7.37M
LFG
78
Larson Financial Group
Missouri
$7.23M
TW
79
Towerpoint Wealth
California
$6.87M
SFWC
80
Strategic Family Wealth Counselors
New Jersey
$6.83M
1SB
81
1ST Source Bank
Indiana
$6.72M
1W
82
1776 Wealth
Georgia
$6.35M
BC
83
Barrett & Company
Rhode Island
$6.33M
Citadel Advisors
84
Citadel Advisors
Florida
$6.27M
MA
85
Mutual Advisors
Nebraska
$6.18M
KA
86
Kovack Advisors
Florida
$6.16M
Lido Advisors
87
Lido Advisors
California
$6.02M
IWM
88
IHT Wealth Management
Illinois
$5.99M
SWGC
89
Summit Wealth Group (Colorado)
Colorado
$5.87M
CCFM
90
Clear Creek Financial Management
Washington
$5.85M
SPC
91
Sigma Planning Corp
Michigan
$5.84M
AF
92
Allworth Financial
California
$5.81M
HSWS
93
Higgins & Schmidt Wealth Strategies
Colorado
$5.5M
WAP
94
Wealthcare Advisory Partners
Pennsylvania
$5.36M
BNP Paribas Financial Markets
95
BNP Paribas Financial Markets
France
$5.28M
VF
96
Virtu Financial
New York
$5.2M
WWMSC
97
Wagner Wealth Management (South Carolina)
South Carolina
$5.2M
WWM
98
Western Wealth Management
Colorado
$5.09M
BWG
99
Balanced Wealth Group
Ohio
$5.08M
IWC
100
Integrated Wealth Concepts
Massachusetts
$5.07M