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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
KIA
151
Kraematon Investment Advisors
Massachusetts
$3.48M
WIA
152
World Investment Advisors
California
$3.44M
OFS
153
OneAscent Financial Services
Alabama
$3.35M
NLP
154
Next Level Private
New York
$3.34M
PCM
155
Penserra Capital Management
California
$3.28M
CAM
156
Cozad Asset Management
Illinois
$3.25M
CA
157
Continuum Advisory
Idaho
$3.23M
SI
158
Stephens Inc
Arkansas
$3.22M
JWCA
159
J.W. Cole Advisors
Florida
$3.08M
AFP
160
Ausdal Financial Partners
Iowa
$3.06M
RGF
161
Retirement Guys Formula
Ohio
$3.03M
AAS
162
Asset Allocation Strategies
Michigan
$3.01M
KWM
163
Kingsview Wealth Management
Oregon
$2.99M
ECA
164
Elevated Capital Advisors
Utah
$2.99M
GVAG
165
Great Valley Advisor Group
Delaware
$2.98M
BPFA
166
Barnes Pettey Financial Advisors
Mississippi
$2.91M
MIM
167
Marshall Investment Management
Colorado
$2.85M
WA
168
Waverly Advisors
Alabama
$2.84M
Mercer Global Advisors
169
Mercer Global Advisors
Colorado
$2.83M
PAS
170
Park Avenue Securities
New York
$2.82M
AFAS
171
Acorn Financial Advisory Services
Virginia
$2.76M
IWM
172
Iams Wealth Management
Nebraska
$2.76M
VF
173
Virtu Financial
New York
$2.69M
CL
174
CLG LLC
California
$2.64M
FFA
175
Farther Finance Advisors
California
$2.62M