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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
PTC
201
Private Trust Company
Ohio
$1.86M
TWM
202
TCFG Wealth Management
California
$1.84M
SWA
203
Stratos Wealth Advisors
Ohio
$1.84M
KCFA
204
Key Client Fiduciary Advisors
New Jersey
$1.84M
Susquehanna International Group
205
Susquehanna International Group
Pennsylvania
$1.79M
AQR Capital Management
206
AQR Capital Management
Connecticut
$1.78M
AF
207
Apollon Financial
South Carolina
$1.76M
FIA
208
Foundations Investment Advisors
Arizona
$1.75M
SWM
209
Spire Wealth Management
Virginia
$1.74M
IF
210
Intrua Financial
Texas
$1.73M
DWP
211
Daymark Wealth Partners
Ohio
$1.73M
SAI
212
Savvy Advisors Inc
New York
$1.71M
KWA
213
Kingswood Wealth Advisors
California
$1.69M
MCWS
214
McKinley Carter Wealth Services
West Virginia
$1.69M
GS
215
GTS Securities
New York
$1.69M
WAM
216
Walker Asset Management
Missouri
$1.68M
FH
217
FWG Holdings
Florida
$1.67M
WC
218
Waterloo Capital
Texas
$1.67M
NS
219
NBC Securities
Alabama
$1.66M
Qube Research & Technologies (QRT)
220
Qube Research & Technologies (QRT)
United Kingdom
$1.65M
SB
221
Strategic Blueprint
Georgia
$1.65M
CFCI
222
Comprehensive Financial Consultants Institutional
Indiana
$1.63M
CAPTRUST Financial Advisors
223
CAPTRUST Financial Advisors
North Carolina
$1.63M
PWM
224
Purus Wealth Management
California
$1.52M
SA
225
Sovran Advisors
California
$1.51M