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
NSIM
501
North Star Investment Management
Illinois
$78.8K
WTA
502
Washington Trust Advisors
Massachusetts
$75.1K
CAM
503
Creekmur Asset Management
Illinois
$71.9K
BF
504
BOK Financial
Oklahoma
$71.1K
OC
505
Oakworth Capital
Alabama
$69.4K
MIFH
506
Migdal Insurance & Financial Holdings
Israel
$69K
CFFP
507
Center for Financial Planning
Michigan
$65.6K
NFSG
508
Newbridge Financial Services Group
Florida
$61.5K
PA
509
Parallel Advisors
California
$59.5K
DJSG
510
D.J. St. Germain
Massachusetts
$57.6K
FMII
511
Farmers & Merchants Investments Inc
Nebraska
$57.5K
NC
512
North Capital
Utah
$57K
CT
513
Caldwell Trust
Florida
$55.7K
GK
514
Graney & King
New York
$54.2K
NRG
515
Nemes Rush Group
Michigan
$54K
GEA
516
Glen Eagle Advisors
New Jersey
$50.6K
Bank of Montreal
517
Bank of Montreal
Ontario, Canada
$50.4K
VNA
518
Valley National Advisers
Pennsylvania
$50K
PP
519
Pacifica Partners
Canada
$49.8K
PFA
520
Pathway Financial Advisers
Indiana
$49.5K
AAG
521
Accordant Advisory Group
Maryland
$47K
GWS
522
Glassman Wealth Services
Virginia
$45.8K
RCM
523
Raleigh Capital Management
North Carolina
$43K
QWM
524
Quaker Wealth Management
New Jersey
$38.5K
CWM
525
Consultiva Wealth Management
Puerto Rico
$30.1K