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, 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
CRC
401
Curi RMB Capital
Illinois
$371K
RF
402
Rossby Financial
Florida
$368K
BWP
403
Balboa Wealth Partners
Arizona
$367K
SWP
404
Sagespring Wealth Partners
Tennessee
$366K
BIA
405
Beacon Investment Advisors
Maryland
$363K
HWM
406
HB Wealth Management
Georgia
$353K
CFD
407
Creative Financial Designs
Indiana
$351K
WFS
408
Weitzel Financial Services
Iowa
$344K
SIAS
409
Summit Investment Advisory Services
Minnesota
$341K
OWA
410
Opal Wealth Advisors
New York
$341K
BMC
411
Beaton Management Company
Massachusetts
$337K
TAM
412
Tucker Asset Management
Colorado
$333K
GPA
413
Guerra Pan Advisors
New Jersey
$331K
SPWM
414
Schrum Private Wealth Management
Florida
$324K
PFGIA
415
Patriot Financial Group Insurance Agency
Massachusetts
$320K
BTWM
416
Brass Tax Wealth Management
Ohio
$311K
RFN
417
Redwood Financial Network
Ohio
$310K
MC
418
Moors & Cabot
Massachusetts
$308K
WP
419
WealthPLAN Partners
Nebraska
$307K
AIA
420
Accelerate Investment Advisors
California
$304K
Optiver Holding
421
Optiver Holding
Netherlands
$299K
CA
422
Clearstead Advisors
Ohio
$291K
LA
423
LexAurum Advisors
Kansas
$291K
RFN
424
RDA Financial Network
Iowa
$291K
VPW
425
Variant Private Wealth
Virginia
$287K