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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
CAPTRUST Financial Advisors
201
CAPTRUST Financial Advisors
North Carolina
$1.89M
LWP
202
Laurel Wealth Planning
Minnesota
$1.88M
CA
203
Claro Advisors
Massachusetts
$1.87M
MCM
204
MAI Capital Management
Ohio
$1.84M
TWM
205
TCFG Wealth Management
California
$1.83M
TIA
206
TCFG Investment Advisors
California
$1.83M
RA
207
Rubicon Advisors
California
$1.82M
SF
208
Sun Financial
Utah
$1.81M
KWA
209
Kingswood Wealth Advisors
California
$1.79M
AF
210
Apollon Financial
South Carolina
$1.77M
IF
211
Intrua Financial
Texas
$1.77M
PS
212
Principal Securities
Iowa
$1.75M
BRWA
213
B. Riley Wealth Advisors
Florida
$1.75M
PA
214
Prism Advisors
California
$1.75M
EFL
215
ERn Financial LLC
Wisconsin
$1.73M
SAI
216
Savvy Advisors Inc
New York
$1.71M
EF
217
Empowered Funds
Pennsylvania
$1.71M
AAS
218
Ameritas Advisory Services
Nebraska
$1.71M
WC
219
Waterloo Capital
Texas
$1.69M
SWA
220
Stratos Wealth Advisors
Ohio
$1.68M
CIM
221
Cambria Investment Management
California
$1.67M
WAM
222
Walker Asset Management
Missouri
$1.66M
FIA
223
Foundations Investment Advisors
Arizona
$1.64M
WWA
224
Wisconsin Wealth Advisors
Wisconsin
$1.63M
ACM
225
Advance Capital Management
Michigan
$1.62M