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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
KA
101
Kovack Advisors
Florida
$5.08M
BWG
102
Balanced Wealth Group
Ohio
$5.05M
BCI
103
Brinker Capital Investments
Pennsylvania
$5.05M
MMA
104
Miracle Mile Advisors
California
$4.92M
KDA
105
Kraft Davis & Associates
Missouri
$4.9M
WWM
106
Western Wealth Management
Colorado
$4.89M
GRP
107
Global Retirement Partners
California
$4.86M
PWS
108
Proactive Wealth Strategies
Georgia
$4.86M
FA
109
Fountainhead AM
New Jersey
$4.86M
FCM
110
Family Capital Management
Michigan
$4.85M
SPC
111
Sigma Planning Corp
Michigan
$4.83M
MYIA
112
Mount Yale Investment Advisors
Colorado
$4.8M
AWM
113
AE Wealth Management
Kansas
$4.71M
FA
114
Flagstar Advisors
New York
$4.67M
AAS
115
Ameritas Advisory Services
Nebraska
$4.65M
CWMK
116
Caliber Wealth Management (Kansas)
Kansas
$4.65M
FPWM
117
FSB Premier Wealth Management
Iowa
$4.62M
EPIME
118
Evelyn Partners Investment Management (Europe)
$4.6M
CA
119
Calton & Associates
Florida
$4.56M
SWTS
120
Stonehaven Wealth & Tax Solutions
Wisconsin
$4.56M
SG
121
StoneX Group
New York
$4.48M
Creative Planning
122
Creative Planning
Kansas
$4.45M
SEP
123
Southland Equity Partners
Missouri
$4.41M
SCA
124
Snowden Capital Advisors
New York
$4.36M
IAA
125
Independent Advisor Alliance
North Carolina
$4.3M