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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
CWM
126
Cornerstone Wealth Management
Missouri
$4.29M
Two Sigma Investments
127
Two Sigma Investments
New York
$4.26M
IG
128
IFS Group
Pennsylvania
$4.25M
GWSG
129
GPS Wealth Strategies Group
Colorado
$4.21M
VA
130
Valmark Advisers
Ohio
$4.15M
CPIG
131
Chicago Partners Investment Group
Illinois
$4.12M
AA
132
Advisory Alpha
Michigan
$4.06M
TRCT
133
Tower Research Capital (TRC)
New York
$4M
IAIM
134
International Assets Investment Management
Florida
$3.9M
GA
135
Goldstein Advisors
Wisconsin
$3.83M
SEIA
136
Signature Estate & Investment Advisors
California
$3.8M
NL
137
NWAM LLC
Washington
$3.77M
HIA
138
Harbor Investment Advisory
Maryland
$3.75M
KWM
139
Kaydan Wealth Management
Michigan
$3.72M
SP
140
Stablepoint Partners
Massachusetts
$3.71M
KAS
141
KPP Advisory Services
Kentucky
$3.7M
MQWP
142
Morey & Quinn Wealth Partners
Nebraska
$3.68M
CCA
143
Cottonwood Capital Advisors
Utah
$3.65M
DFA
144
DHJJ Financial Advisors
Illinois
$3.64M
Fidelity Investments
145
Fidelity Investments
Massachusetts
$3.62M
TCFP
146
Treasure Coast Financial Planning
Florida
$3.62M
PA
147
Prism Advisors
California
$3.61M
Comerica Bank
148
Comerica Bank
Texas
$3.59M
CAS
149
Coppell Advisory Solutions
Texas
$3.54M
Bank of New York Mellon
150
Bank of New York Mellon
New York
$3.49M