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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
Mercer Global Advisors
101
Mercer Global Advisors
Colorado
$5.03M
FFA
102
Farther Finance Advisors
California
$5.02M
AWM
103
AE Wealth Management
Kansas
$4.88M
SWTS
104
Stonehaven Wealth & Tax Solutions
Wisconsin
$4.88M
FPWM
105
FSB Premier Wealth Management
Iowa
$4.83M
SOS
106
Silver Oak Securities
Tennessee
$4.82M
HIS
107
Harvest Investment Services
Illinois
$4.81M
SCA
108
Snowden Capital Advisors
New York
$4.76M
Creative Planning
109
Creative Planning
Kansas
$4.61M
MP
110
Moment Partners
California
$4.56M
KDA
111
Kraft Davis & Associates
Missouri
$4.46M
BCI
112
Brinker Capital Investments
Pennsylvania
$4.36M
IAIM
113
International Assets Investment Management
Florida
$4.27M
FA
114
Flagstar Advisors
New York
$4.23M
AI
115
Atria Investments
North Carolina
$4.23M
SEP
116
Southland Equity Partners
Missouri
$4.21M
William Blair & Company
117
William Blair & Company
Illinois
$4.18M
CPIG
118
Chicago Partners Investment Group
Illinois
$4.16M
EPIME
119
Evelyn Partners Investment Management (Europe)
$4.15M
SP
120
Stablepoint Partners
Massachusetts
$4.14M
CWM
121
Cornerstone Wealth Management
Missouri
$4.07M
AA
122
Advisory Alpha
Michigan
$4.07M
KWM
123
Kaydan Wealth Management
Michigan
$4.05M
MMA
124
Miracle Mile Advisors
California
$3.99M
Fifth Third Bancorp
125
Fifth Third Bancorp
Ohio
$3.95M