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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
BWG
101
Balanced Wealth Group
Ohio
$5.08M
IWC
102
Integrated Wealth Concepts
Massachusetts
$5.07M
Mercer Global Advisors
103
Mercer Global Advisors
Colorado
$5.03M
FFA
104
Farther Finance Advisors
California
$5.02M
AWM
105
AE Wealth Management
Kansas
$4.88M
SWTS
106
Stonehaven Wealth & Tax Solutions
Wisconsin
$4.88M
FPWM
107
FSB Premier Wealth Management
Iowa
$4.83M
SOS
108
Silver Oak Securities
Tennessee
$4.82M
HIS
109
Harvest Investment Services
Illinois
$4.81M
SCA
110
Snowden Capital Advisors
New York
$4.76M
Creative Planning
111
Creative Planning
Kansas
$4.61M
MP
112
Moment Partners
California
$4.56M
KDA
113
Kraft Davis & Associates
Missouri
$4.46M
BCI
114
Brinker Capital Investments
Pennsylvania
$4.36M
IAIM
115
International Assets Investment Management
Florida
$4.27M
FA
116
Flagstar Advisors
New York
$4.23M
AI
117
Atria Investments
North Carolina
$4.23M
SEP
118
Southland Equity Partners
Missouri
$4.21M
William Blair & Company
119
William Blair & Company
Illinois
$4.18M
CPIG
120
Chicago Partners Investment Group
Illinois
$4.16M
EPIME
121
Evelyn Partners Investment Management (Europe)
$4.15M
SP
122
Stablepoint Partners
Massachusetts
$4.14M
CWM
123
Cornerstone Wealth Management
Missouri
$4.07M
AA
124
Advisory Alpha
Michigan
$4.07M
KWM
125
Kaydan Wealth Management
Michigan
$4.05M