FVD icon

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, 176 increasing their positions, 260 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: 176 | Existing positions reduced: 260

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
IA
276
Integrity Alliance
Iowa
$1.01M
SF
277
Synovus Financial
Georgia
$1.01M
RSWM
278
Robertson Stephens Wealth Management
California
$945K
CA
279
CoreCap Advisors
Michigan
$940K
MSAM
280
Moloney Securities Asset Management
Missouri
$923K
CI
281
CX Institutional
Indiana
$922K
USCWA
282
U.S. Capital Wealth Advisors
Texas
$920K
HH
283
Hilltop Holdings
Texas
$914K
TWM
284
Topsail Wealth Management
North Carolina
$912K
HIW
285
Holos Integrated Wealth
Pennsylvania
$903K
First Trust Advisors
286
First Trust Advisors
Illinois
$885K
GIA
287
Gladstone Institutional Advisory
Florida
$866K
FAM
288
Formidable Asset Management
Ohio
$850K
SPI
289
Santori & Peters Inc
Pennsylvania
$847K
VWS
290
Virtus Wealth Solutions
New Jersey
$841K
CW
291
CreativeOne Wealth
Kansas
$841K
CG
292
Caprock Group
Idaho
$841K
O3W
293
Omni 360 Wealth
New Jersey
$839K
FCAS
294
First Command Advisory Services
Texas
$831K
EWA
295
Encompass Wealth Advisors
Oregon
$809K
TWM
296
Trueblood Wealth Management
Ohio
$806K
PWM
297
PTM Wealth Management
United States
$797K
XT
298
XTX Topco
Cayman Islands
$790K
MMHP
299
Murphy Middleton Hinkle & Parker
Georgia
$783K
MLRA
300
Main Line Retirement Advisors
Montana
$768K