First Trust Value Line Dividend Fund
579 hedge funds and large institutions have $5.76B invested in First Trust Value Line Dividend Fund in 2025 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 166 increasing their positions, 275 reducing their positions, and 41 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more ownership
Funds ownership: →
less funds holding
Funds holding: →
less funds holding in top 10
Funds holding in top 10: →
19% less capital invested
Capital invested by funds: $7.1B → $5.76B (-$1.34B)
40% less repeat investments, than reductions
Existing positions increased: 166 | Existing positions reduced: 275
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $37K
Holders
579
Holding in Top 10
37
Calls
–
Puts
$37K
Top Buyers
| 1 | +$42.7M | |
| 2 | +$15.4M | |
| 3 | +$7.6M | |
| 4 |
Creative Planning
Overland Park,
Kansas
|
+$6.68M |
| 5 |
SWIA
Solano Wealth Investment Advisors
Fairfield,
California
|
+$6.61M |
Top Sellers
| 1 | -$49.2M | |
| 2 | -$47.1M | |
| 3 | -$29.9M | |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
-$18.5M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$17.8M |