We are live on ! Find out more
FVD icon

First Trust Value Line Dividend Fund

629 hedge funds and large institutions have $5.19B 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, 287 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)

33% less repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 287

Holders
629
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
SI
151
Stephens Inc
Arkansas
$3.33M
FPW
152
Fairvoy Private Wealth
Alabama
$3.22M
WIA
153
World Investment Advisors
California
$3.22M
MYIA
154
Mount Yale Investment Advisors
Colorado
$3.2M
VAS
155
Vestmark Advisory Solutions
Massachusetts
$3.2M
KWM
156
Kingsview Wealth Management
Oregon
$3.2M
CAM
157
Cozad Asset Management
Illinois
$3.15M
HAG
158
HighPoint Advisor Group
Illinois
$3.15M
GVAG
159
Great Valley Advisor Group
Delaware
$3.1M
RGF
160
Retirement Guys Formula
Ohio
$3.1M
WFP
161
Worthington Financial Partners
Ohio
$3.07M
PAS
162
Park Avenue Securities
New York
$3.04M
LFAS
163
Level Four Advisory Services
Texas
$3M
ECA
164
Elevated Capital Advisors
Utah
$2.96M
WA
165
Waverly Advisors
Alabama
$2.85M
Qube Research & Technologies (QRT)
166
Qube Research & Technologies (QRT)
United Kingdom
$2.84M
HIA
167
Harbor Investment Advisory
Maryland
$2.76M
AFP
168
Ausdal Financial Partners
Iowa
$2.74M
TWM
169
Troutman Wealth Management
Pennsylvania
$2.7M
BPFA
170
Barnes Pettey Financial Advisors
Mississippi
$2.7M
IWM
171
Iams Wealth Management
Nebraska
$2.7M
ALA
172
Atlas Legacy Advisors
California
$2.69M
MIM
173
Marshall Investment Management
Colorado
$2.66M
CL
174
CLG LLC
California
$2.56M
MWA
175
Medallion Wealth Advisors
Connecticut
$2.52M