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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
Focus Partners Wealth
151
Focus Partners Wealth
Massachusetts
$3.48M
KIA
152
Kraematon Investment Advisors
Massachusetts
$3.48M
WIA
153
World Investment Advisors
California
$3.44M
OFS
154
OneAscent Financial Services
Alabama
$3.35M
NLP
155
Next Level Private
New York
$3.34M
PCM
156
Penserra Capital Management
California
$3.28M
CAM
157
Cozad Asset Management
Illinois
$3.25M
CA
158
Continuum Advisory
Idaho
$3.23M
SI
159
Stephens Inc
Arkansas
$3.22M
JWCA
160
J.W. Cole Advisors
Florida
$3.08M
AFP
161
Ausdal Financial Partners
Iowa
$3.06M
RGF
162
Retirement Guys Formula
Ohio
$3.03M
AAS
163
Asset Allocation Strategies
Michigan
$3.01M
KWM
164
Kingsview Wealth Management
Oregon
$2.99M
ECA
165
Elevated Capital Advisors
Utah
$2.99M
GVAG
166
Great Valley Advisor Group
Delaware
$2.98M
BPFA
167
Barnes Pettey Financial Advisors
Mississippi
$2.91M
MIM
168
Marshall Investment Management
Colorado
$2.85M
WA
169
Waverly Advisors
Alabama
$2.84M
Mercer Global Advisors
170
Mercer Global Advisors
Colorado
$2.83M
PAS
171
Park Avenue Securities
New York
$2.82M
AFAS
172
Acorn Financial Advisory Services
Virginia
$2.76M
IWM
173
Iams Wealth Management
Nebraska
$2.76M
VF
174
Virtu Financial
New York
$2.69M
CL
175
CLG LLC
California
$2.64M