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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
WS
176
Wedbush Securities
California
$2.51M
MFN
177
Midwest Financial Network
Illinois
$2.51M
AAP
178
Arax Advisory Partners
Colorado
$2.42M
GWM
179
Geneos Wealth Management
Colorado
$2.41M
Susquehanna International Group
180
Susquehanna International Group
Pennsylvania
$2.4M
PWA
181
PCG Wealth Advisors
Kansas
$2.31M
KCFA
182
Key Client Fiduciary Advisors
New Jersey
$2.27M
Focus Partners Wealth
183
Focus Partners Wealth
Massachusetts
$2.26M
PSF
184
Pacific Sun Financial
California
$2.24M
WIM
185
Westside Investment Management
California
$2.2M
WWA
186
WCG Wealth Advisors
Nevada
$2.14M
CA
187
Calton & Associates
Florida
$2.12M
FHA
188
Flagship Harbor Advisors
Massachusetts
$2.11M
FB
189
Finward Bancorp
Indiana
$2.1M
SG
190
StoneX Group
New York
$2.09M
CWM
191
Centurion Wealth Management
Virginia
$2.06M
PWP
192
Pursue Wealth Partners
California
$1.98M
LSIA
193
LaSalle St. Investment Advisors
Illinois
$1.97M
TCM
194
Triumph Capital Management
Colorado
$1.96M
FH
195
FWG Holdings
Florida
$1.96M
KIG
196
Kennedy Investment Group
New Jersey
$1.95M
OSAM
197
O'Shaughnessy Asset Management
Connecticut
$1.94M
SC
198
Savant Capital
Illinois
$1.93M
PTC
199
Private Trust Company
Ohio
$1.92M
AWM
200
Accel Wealth Management
Iowa
$1.91M