First Trust Value Line Dividend Fund
578 hedge funds and large institutions have $5.75B invested in First Trust Value Line Dividend Fund in 2025 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 179 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: →
21% less funds holding in top 10
Funds holding in top 10: 33 → 26 (-7)
31% less repeat investments, than reductions
Existing positions increased: 179 | Existing positions reduced: 260
Holders
578
Holding in Top 10
26
Calls
$9K
Puts
–
Top Buyers
| 1 | +$58M | |
| 2 | +$4.75M | |
| 3 | +$4.17M | |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
+$3.34M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.33M |
Top Sellers
| 1 | -$39.6M | |
| 2 | -$25.5M | |
| 3 | -$21.3M | |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$13.3M |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$10.8M |
