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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
FPW
151
Fairvoy Private Wealth
Alabama
$3.22M
WIA
152
World Investment Advisors
California
$3.22M
MYIA
153
Mount Yale Investment Advisors
Colorado
$3.2M
VAS
154
Vestmark Advisory Solutions
Massachusetts
$3.2M
KWM
155
Kingsview Wealth Management
Oregon
$3.2M
CAM
156
Cozad Asset Management
Illinois
$3.15M
HAG
157
HighPoint Advisor Group
Illinois
$3.15M
GVAG
158
Great Valley Advisor Group
Delaware
$3.1M
RGF
159
Retirement Guys Formula
Ohio
$3.1M
WFP
160
Worthington Financial Partners
Ohio
$3.07M
PAS
161
Park Avenue Securities
New York
$3.04M
LFAS
162
Level Four Advisory Services
Texas
$3M
ECA
163
Elevated Capital Advisors
Utah
$2.96M
WA
164
Waverly Advisors
Alabama
$2.85M
Qube Research & Technologies (QRT)
165
Qube Research & Technologies (QRT)
United Kingdom
$2.84M
HIA
166
Harbor Investment Advisory
Maryland
$2.76M
AFP
167
Ausdal Financial Partners
Iowa
$2.74M
TWM
168
Troutman Wealth Management
Pennsylvania
$2.7M
BPFA
169
Barnes Pettey Financial Advisors
Mississippi
$2.7M
IWM
170
Iams Wealth Management
Nebraska
$2.7M
ALA
171
Atlas Legacy Advisors
California
$2.69M
MIM
172
Marshall Investment Management
Colorado
$2.66M
CL
173
CLG LLC
California
$2.56M
MWA
174
Medallion Wealth Advisors
Connecticut
$2.52M
WS
175
Wedbush Securities
California
$2.51M