First Trust Value Line Dividend Fund
639 hedge funds and large institutions have $5.16B invested in First Trust Value Line Dividend Fund in 2026 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 188 increasing their positions, 298 reducing their positions, and 28 closing their positions.
71% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 28
1% more funds holding
Funds holding: 634 → 639 (+5)
0.07% more ownership
Funds ownership: 63.9% → 63.97% (+0.07%)
1% less capital invested
Capital invested by funds: $5.2B → $5.16B (-$37.2M)
13% less funds holding in top 10
Funds holding in top 10: 23 → 20 (-3)
37% less repeat investments, than reductions
Existing positions increased: 188 | Existing positions reduced: 298
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Two Sigma Investments
New York
|
+$20.6M |
| 2 |
IA
IFG Advisory
Atlanta,
Georgia
|
+$19.3M |
| 3 |
EAN
Excelsior Advisor Network
Denver,
Colorado
|
+$17.9M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$15.2M |
| 5 |
JP Morgan Chase
New York
|
+$11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$39.6M |
| 2 |
Morgan Stanley
New York
|
-$31.2M |
| 3 |
Mariner
Overland Park,
Kansas
|
-$20.1M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$15M |
| 5 |
GWP
Gateway Wealth Partners
Appleton,
Wisconsin
|
-$11.8M |
FVD Hedge Fund Activity: Q2 2026 in Review
639 of the 8,305 institutional investors tracked by Wall St. Rank reported a position in First Trust Value Line Dividend Fund (FVD) for Q2 2026, worth a combined $5.16B — down 0.72% from $5.2B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new FVD positions and 28 closed out — a net gain of 20 holders — while 188 added to existing stakes and 298 trimmed.
The largest buyer was Two Sigma Investments, adding an estimated $20.6M. The largest seller was LPL Financial, cutting an estimated $39.6M.
- 639 institutional investors held First Trust Value Line Dividend Fund (FVD) as of Q2 2026, up from 634 in Q1 2026.
- Funds reported $5.16B of First Trust Value Line Dividend Fund stock for Q2 2026, down 0.72% quarter-over-quarter.
- 48 funds opened new First Trust Value Line Dividend Fund positions in Q2 2026 and 28 closed out, a net change of +20 holders.
- The largest First Trust Value Line Dividend Fund buyer in Q2 2026 was Two Sigma Investments, an estimated $20.6M added.
- The largest First Trust Value Line Dividend Fund seller in Q2 2026 was LPL Financial, an estimated $39.6M sold.
Based on aggregated 13F filings for Q2 2026.