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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
AAP
176
Arax Advisory Partners
Colorado
$2.42M
GWM
177
Geneos Wealth Management
Colorado
$2.41M
Susquehanna International Group
178
Susquehanna International Group
Pennsylvania
$2.4M
PWA
179
PCG Wealth Advisors
Kansas
$2.31M
KCFA
180
Key Client Fiduciary Advisors
New Jersey
$2.27M
Focus Partners Wealth
181
Focus Partners Wealth
Massachusetts
$2.26M
PSF
182
Pacific Sun Financial
California
$2.24M
WIM
183
Westside Investment Management
California
$2.2M
WWA
184
WCG Wealth Advisors
Nevada
$2.14M
CA
185
Calton & Associates
Florida
$2.12M
FHA
186
Flagship Harbor Advisors
Massachusetts
$2.11M
FB
187
Finward Bancorp
Indiana
$2.1M
SG
188
StoneX Group
New York
$2.09M
CWM
189
Centurion Wealth Management
Virginia
$2.06M
PWP
190
Pursue Wealth Partners
California
$1.98M
LSIA
191
LaSalle St. Investment Advisors
Illinois
$1.97M
TCM
192
Triumph Capital Management
Colorado
$1.96M
FH
193
FWG Holdings
Florida
$1.96M
KIG
194
Kennedy Investment Group
New Jersey
$1.95M
OSAM
195
O'Shaughnessy Asset Management
Connecticut
$1.94M
SC
196
Savant Capital
Illinois
$1.93M
PTC
197
Private Trust Company
Ohio
$1.92M
AWM
198
Accel Wealth Management
Iowa
$1.91M
CAPTRUST Financial Advisors
199
CAPTRUST Financial Advisors
North Carolina
$1.89M
LWP
200
Laurel Wealth Planning
Minnesota
$1.88M