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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
EFL
176
ERn Financial LLC
Wisconsin
$2.6M
KIG
177
Kennedy Investment Group
New Jersey
$2.55M
CA
178
Claro Advisors
Massachusetts
$2.54M
WS
179
Wedbush Securities
California
$2.43M
TCM
180
Triumph Capital Management
Colorado
$2.37M
MCM
181
MAI Capital Management
Ohio
$2.3M
PSF
182
Pacific Sun Financial
California
$2.29M
FB
183
Finward Bancorp
Indiana
$2.16M
PA
184
PFG Advisors
Arizona
$2.16M
WIM
185
Westside Investment Management
California
$2.14M
LWP
186
Laurel Wealth Planning
Minnesota
$2.11M
CWA
187
Crux Wealth Advisors
California
$2.11M
PS
188
Principal Securities
Iowa
$2.08M
FNWM
189
Financial Network Wealth Management
Utah
$2.05M
PIA
190
Perennial Investment Advisors
California
$2.03M
ACM
191
Advance Capital Management
Michigan
$2.01M
OSAM
192
O'Shaughnessy Asset Management
Connecticut
$2.01M
CWM
193
Centurion Wealth Management
Virginia
$2M
PWP
194
Pursue Wealth Partners
California
$1.94M
FPAS
195
Focus Partners Advisor Solutions
Missouri
$1.93M
LSIA
196
LaSalle St. Investment Advisors
Illinois
$1.92M
RPGK
197
Retirement Planning Group (Kansas)
Kansas
$1.92M
SC
198
Savant Capital
Illinois
$1.9M
WMWM
199
Whitaker-Myers Wealth Managers
Ohio
$1.89M
AWM
200
Accel Wealth Management
Iowa
$1.87M