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First Trust Value Line Dividend Fund

575 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, 177 increasing their positions, 259 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: $ → $

less 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: 177 | Existing positions reduced: 259

Holders
575
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
P
84
&Partners
Tennessee
$6.77M
MP
85
Moment Partners
California
$6.49M
TW
86
Towerpoint Wealth
California
$6.42M
IWM
87
IHT Wealth Management
Illinois
$6.4M
CCFM
88
Clear Creek Financial Management
Washington
$6.36M
1W
89
1776 Wealth
Georgia
$6.25M
AF
90
Allworth Financial
California
$6.1M
BC
91
Barrett & Company
Rhode Island
$6.03M
ALA
92
Atlas Legacy Advisors
California
$5.77M
Envestnet Portfolio Solutions
93
Envestnet Portfolio Solutions
Illinois
$5.77M
AWA
94
Arkadios Wealth Advisors
Georgia
$5.77M
HSWS
95
Higgins & Schmidt Wealth Strategies
Colorado
$5.7M
MA
96
Mutual Advisors
Nebraska
$5.54M
AI
97
Atria Investments
North Carolina
$5.43M
WAP
98
Wealthcare Advisory Partners
Pennsylvania
$5.38M
WWM
99
Wagner Wealth Management
South Carolina
$5.19M
KA
100
Kovack Advisors
Florida
$5.08M