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First Trust Value Line Dividend Fund

568 hedge funds and large institutions have $5.71B invested in First Trust Value Line Dividend Fund in 2025 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 175 increasing their positions, 255 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 ownership

Funds ownership:

less funds holding

Funds holding:

24% less funds holding in top 10

Funds holding in top 10: 3325 (-8)

31% less repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 255

Holders
568
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
WS
176
Wedbush Securities
California
$2.43M
TCM
177
Triumph Capital Management
Colorado
$2.37M
MCM
178
MAI Capital Management
Ohio
$2.3M
PSF
179
Pacific Sun Financial
California
$2.29M
FB
180
Finward Bancorp
Indiana
$2.16M
PA
181
PFG Advisors
Arizona
$2.16M
WIM
182
Westside Investment Management
California
$2.14M
LWP
183
Laurel Wealth Planning
Minnesota
$2.11M
CWA
184
Crux Wealth Advisors
California
$2.11M
PS
185
Principal Securities
Iowa
$2.08M
FNWM
186
Financial Network Wealth Management
Utah
$2.05M
PIA
187
Perennial Investment Advisors
California
$2.03M
ACM
188
Advance Capital Management
Michigan
$2.01M
OSAM
189
O'Shaughnessy Asset Management
Connecticut
$2.01M
CWM
190
Centurion Wealth Management
Virginia
$2M
PWP
191
Pursue Wealth Partners
California
$1.94M
FPAS
192
Focus Partners Advisor Solutions
Missouri
$1.93M
LSIA
193
LaSalle St. Investment Advisors
Illinois
$1.92M
RPGK
194
Retirement Planning Group (Kansas)
Kansas
$1.92M
SC
195
Savant Capital
Illinois
$1.9M
WMWM
196
Whitaker-Myers Wealth Managers
Ohio
$1.89M
AWM
197
Accel Wealth Management
Iowa
$1.87M
PTC
198
Private Trust Company
Ohio
$1.86M
TWM
199
TCFG Wealth Management
California
$1.84M
SWA
200
Stratos Wealth Advisors
Ohio
$1.84M