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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
RCAG
76
Rehmann Capital Advisory Group
Michigan
$7.63M
CA
77
Crumly & Associates
Illinois
$7.47M
OC
78
Oppenheimer & Co
New York
$7.37M
LFG
79
Larson Financial Group
Missouri
$7.23M
TW
80
Towerpoint Wealth
California
$6.87M
SFWC
81
Strategic Family Wealth Counselors
New Jersey
$6.83M
1SB
82
1ST Source Bank
Indiana
$6.72M
PVI
83
Pine Valley Investments
New Jersey
$6.37M
1W
84
1776 Wealth
Georgia
$6.35M
BC
85
Barrett & Company
Rhode Island
$6.33M
Citadel Advisors
86
Citadel Advisors
Florida
$6.27M
MA
87
Mutual Advisors
Nebraska
$6.18M
KA
88
Kovack Advisors
Florida
$6.16M
Lido Advisors
89
Lido Advisors
California
$6.02M
IWM
90
IHT Wealth Management
Illinois
$5.99M
SWGC
91
Summit Wealth Group (Colorado)
Colorado
$5.87M
CCFM
92
Clear Creek Financial Management
Washington
$5.85M
SPC
93
Sigma Planning Corp
Michigan
$5.84M
AF
94
Allworth Financial
California
$5.81M
HSWS
95
Higgins & Schmidt Wealth Strategies
Colorado
$5.5M
WAP
96
Wealthcare Advisory Partners
Pennsylvania
$5.36M
BNP Paribas Financial Markets
97
BNP Paribas Financial Markets
France
$5.28M
VF
98
Virtu Financial
New York
$5.2M
WWMSC
99
Wagner Wealth Management (South Carolina)
South Carolina
$5.2M
WWM
100
Western Wealth Management
Colorado
$5.09M