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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
FCM
126
Family Capital Management
Michigan
$3.94M
AAS
127
Asset Allocation Strategies
Michigan
$3.93M
VA
128
Valmark Advisers
Ohio
$3.89M
Fidelity Investments
129
Fidelity Investments
Massachusetts
$3.87M
IG
130
IFS Group
Pennsylvania
$3.83M
SL
131
Sentinus LLC
Illinois
$3.78M
GA
132
Goldstein Advisors
Wisconsin
$3.77M
TCFP
133
Treasure Coast Financial Planning
Florida
$3.76M
SEIA
134
Signature Estate & Investment Advisors
California
$3.73M
XT
135
XTX Topco
Cayman Islands
$3.73M
Bank of New York Mellon
136
Bank of New York Mellon
New York
$3.69M
CA
137
Continuum Advisory
Idaho
$3.68M
JWCA
138
J.W. Cole Advisors
Florida
$3.63M
CCA
139
Cottonwood Capital Advisors
Utah
$3.55M
DFA
140
DHJJ Financial Advisors
Illinois
$3.5M
IFG
141
Independent Financial Group
California
$3.49M
KIA
142
Kraematon Investment Advisors
Massachusetts
$3.49M
KAS
143
KPP Advisory Services
Kentucky
$3.48M
NLP
144
Next Level Private
New York
$3.43M
MQWP
145
Morey & Quinn Wealth Partners
Nebraska
$3.41M
FTUS
146
Flow Traders U.S.
New York
$3.41M
Envestnet Portfolio Solutions
147
Envestnet Portfolio Solutions
Illinois
$3.41M
OFS
148
OneAscent Financial Services
Alabama
$3.34M
SI
149
Stephens Inc
Arkansas
$3.33M
NA
150
NewEdge Advisors
Louisiana
$3.27M