FVD icon

First Trust Value Line Dividend Fund

577 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, 178 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: $ → $

more 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: 178 | Existing positions reduced: 260

Holders
577
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
GWP
476
Gen-Wealth Partners
Michigan
$187K
Fifth Third Bancorp
477
Fifth Third Bancorp
Ohio
$186K
BL
478
BFSG LLC
California
$169K
WANY
479
Wealthspire Advisors (New York)
New York
$164K
BDPWM
480
Barnes Dennig Private Wealth Management
Ohio
$159K
OP
481
ORG Partners
Indiana
$151K
TCOV
482
Trust Company of Vermont
Vermont
$148K
RWM
483
Rialto Wealth Management
New York
$146K
TIM
484
Thompson Investment Management
Wisconsin
$143K
DWM
485
Darwin Wealth Management
Florida
$136K
BLC
486
Brown, Lisle/Cummings
Rhode Island
$120K
HBT
487
Hills Bank & Trust
Iowa
$116K
CMP
488
Coston McIsaac & Partners
Maine
$110K
CIBC Private Wealth Group
489
CIBC Private Wealth Group
Georgia
$110K
ADL
490
Asset Dedication LLC
California
$109K
RFG
491
REAP Financial Group
Texas
$98.4K
MCA
492
Midwest Capital Advisors
Michigan
$93K
AA
493
Ancora Advisors
Ohio
$92.8K
BCWM
494
Bartlett & Co Wealth Management
Ohio
$92.5K
Russell Investments Group
495
Russell Investments Group
United Kingdom
$87.4K
GJIA
496
Glass Jacobson Investment Advisors
Maryland
$87.3K
MNA
497
Manning & Napier Advisors
New York
$82.8K
OA
498
Operose Advisors
Wisconsin
$81.2K
CFS
499
Compass Financial Services
Iowa
$80.7K
WSFS
500
Wilmington Savings Fund Society
Delaware
$79.5K