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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
BWG
101
Balanced Wealth Group
Ohio
$5.05M
BCI
102
Brinker Capital Investments
Pennsylvania
$5.05M
MMA
103
Miracle Mile Advisors
California
$4.92M
KDA
104
Kraft Davis & Associates
Missouri
$4.9M
WWM
105
Western Wealth Management
Colorado
$4.89M
GRP
106
Global Retirement Partners
California
$4.86M
PWS
107
Proactive Wealth Strategies
Georgia
$4.86M
FA
108
Fountainhead AM
New Jersey
$4.86M
FCM
109
Family Capital Management
Michigan
$4.85M
SPC
110
Sigma Planning Corp
Michigan
$4.83M
MYIA
111
Mount Yale Investment Advisors
Colorado
$4.8M
AWM
112
AE Wealth Management
Kansas
$4.71M
FA
113
Flagstar Advisors
New York
$4.67M
AAS
114
Ameritas Advisory Services
Nebraska
$4.65M
CWMK
115
Caliber Wealth Management (Kansas)
Kansas
$4.65M
FPWM
116
FSB Premier Wealth Management
Iowa
$4.62M
EPIME
117
Evelyn Partners Investment Management (Europe)
$4.6M
CA
118
Calton & Associates
Florida
$4.56M
SWTS
119
Stonehaven Wealth & Tax Solutions
Wisconsin
$4.56M
SG
120
StoneX Group
New York
$4.48M
Creative Planning
121
Creative Planning
Kansas
$4.45M
SEP
122
Southland Equity Partners
Missouri
$4.41M
SCA
123
Snowden Capital Advisors
New York
$4.36M
IAA
124
Independent Advisor Alliance
North Carolina
$4.3M
CWM
125
Cornerstone Wealth Management
Missouri
$4.29M