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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
93% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 28
2% more funds holding
Funds holding: 617 → 629 (+12)
0.18% less ownership
Funds ownership: 64.05% → 63.87% (-0.18%)
4% less capital invested
Capital invested by funds: $5.39B → $5.19B (-$200M)
8% less funds holding in top 10
Funds holding in top 10: 25 → 23 (-2)
33% less repeat investments, than reductions
Existing positions increased: 192 | Existing positions reduced: 287
Holders
629
Holders Change
+12
Holders Change %
+1.94%
% of All Funds
7.75%
Holding in Top 10
23
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8%
% of All Funds
0.28%
New
54
Increased
192
Reduced
287
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$21.2M |
| 2 |
JP Morgan Chase
New York
|
+$16.3M |
| 3 |
Goldman Sachs
New York
|
+$11.6M |
| 4 |
GWP
Gateway Wealth Partners
Appleton,
Wisconsin
|
+$11.5M |
| 5 |
Two Sigma Investments
New York
|
+$10.8M |
Top Sellers
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$73.3M |
| 2 |
Morgan Stanley
New York
|
-$46.1M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$36.4M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$27.5M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$21.5M |
