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First Trust Value Line Dividend Fund

577 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, 178 increasing their positions, 260 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: $ → $

more 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: 178 | Existing positions reduced: 260

Holders
577
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
CCIA
76
Cherry Creek Investment Advisors
Colorado
$7.62M
OC
77
Oppenheimer & Co
New York
$7.56M
CA
78
Crumly & Associates
Illinois
$7.42M
HIS
79
Harvest Investment Services
Illinois
$7.42M
Citadel Advisors
80
Citadel Advisors
Florida
$7.32M
Goldman Sachs
81
Goldman Sachs
New York
$7.06M
SFWC
82
Strategic Family Wealth Counselors
New Jersey
$7.02M
IWC
83
Integrated Wealth Concepts
Massachusetts
$6.95M
PVI
84
Pine Valley Investments
New Jersey
$6.83M
P
85
&Partners
Tennessee
$6.77M
MP
86
Moment Partners
California
$6.49M
TW
87
Towerpoint Wealth
California
$6.42M
IWM
88
IHT Wealth Management
Illinois
$6.4M
CCFM
89
Clear Creek Financial Management
Washington
$6.36M
1W
90
1776 Wealth
Georgia
$6.25M
AF
91
Allworth Financial
California
$6.1M
BC
92
Barrett & Company
Rhode Island
$6.03M
ALA
93
Atlas Legacy Advisors
California
$5.77M
Envestnet Portfolio Solutions
94
Envestnet Portfolio Solutions
Illinois
$5.77M
AWA
95
Arkadios Wealth Advisors
Georgia
$5.77M
HSWS
96
Higgins & Schmidt Wealth Strategies
Colorado
$5.7M
MA
97
Mutual Advisors
Nebraska
$5.54M
AI
98
Atria Investments
North Carolina
$5.43M
WAP
99
Wealthcare Advisory Partners
Pennsylvania
$5.38M
WWMSC
100
Wagner Wealth Management (South Carolina)
South Carolina
$5.19M