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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
Two Sigma Investments
126
Two Sigma Investments
New York
$4.26M
IG
127
IFS Group
Pennsylvania
$4.25M
GWSG
128
GPS Wealth Strategies Group
Colorado
$4.21M
VA
129
Valmark Advisers
Ohio
$4.15M
CPIG
130
Chicago Partners Investment Group
Illinois
$4.12M
AA
131
Advisory Alpha
Michigan
$4.06M
TRCT
132
Tower Research Capital (TRC)
New York
$4M
IAIM
133
International Assets Investment Management
Florida
$3.9M
GA
134
Goldstein Advisors
Wisconsin
$3.83M
SEIA
135
Signature Estate & Investment Advisors
California
$3.8M
NL
136
NWAM LLC
Washington
$3.78M
HIA
137
Harbor Investment Advisory
Maryland
$3.75M
KWM
138
Kaydan Wealth Management
Michigan
$3.72M
SP
139
Stablepoint Partners
Massachusetts
$3.71M
KAS
140
KPP Advisory Services
Kentucky
$3.7M
MQWP
141
Morey & Quinn Wealth Partners
Nebraska
$3.68M
CCA
142
Cottonwood Capital Advisors
Utah
$3.65M
DFA
143
DHJJ Financial Advisors
Illinois
$3.64M
Fidelity Investments
144
Fidelity Investments
Massachusetts
$3.62M
TCFP
145
Treasure Coast Financial Planning
Florida
$3.62M
PA
146
Prism Advisors
California
$3.61M
Comerica Bank
147
Comerica Bank
Texas
$3.59M
CAS
148
Coppell Advisory Solutions
Texas
$3.54M
Bank of New York Mellon
149
Bank of New York Mellon
New York
$3.49M
Focus Partners Wealth
150
Focus Partners Wealth
Massachusetts
$3.48M