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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
FFA
176
Farther Finance Advisors
California
$2.62M
EFL
177
ERn Financial LLC
Wisconsin
$2.6M
KIG
178
Kennedy Investment Group
New Jersey
$2.55M
CA
179
Claro Advisors
Massachusetts
$2.54M
WS
180
Wedbush Securities
California
$2.43M
TCM
181
Triumph Capital Management
Colorado
$2.37M
MCM
182
MAI Capital Management
Ohio
$2.3M
PSF
183
Pacific Sun Financial
California
$2.29M
FB
184
Finward Bancorp
Indiana
$2.16M
PA
185
PFG Advisors
Arizona
$2.16M
WIM
186
Westside Investment Management
California
$2.14M
LWP
187
Laurel Wealth Planning
Minnesota
$2.11M
CWA
188
Crux Wealth Advisors
California
$2.11M
PS
189
Principal Securities
Iowa
$2.08M
FNWM
190
Financial Network Wealth Management
Utah
$2.05M
PIA
191
Perennial Investment Advisors
California
$2.03M
ACM
192
Advance Capital Management
Michigan
$2.01M
OSAM
193
O'Shaughnessy Asset Management
Connecticut
$2.01M
CWM
194
Centurion Wealth Management
Virginia
$2M
PWP
195
Pursue Wealth Partners
California
$1.94M
FPAS
196
Focus Partners Advisor Solutions
Missouri
$1.93M
LSIA
197
LaSalle St. Investment Advisors
Illinois
$1.92M
RPGK
198
Retirement Planning Group (Kansas)
Kansas
$1.92M
SC
199
Savant Capital
Illinois
$1.9M
WMWM
200
Whitaker-Myers Wealth Managers
Ohio
$1.89M