We are live on
!
Find out more
First Trust Value Line Dividend Fund
617 hedge funds and large institutions have $5.39B invested in First Trust Value Line Dividend Fund in 2025 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 188 increasing their positions, 257 reducing their positions, and 35 closing their positions.
New
Increased
Maintained
Reduced
Closed
131% more first-time investments, than exits
New positions opened: 81 | Existing positions closed: 35
6% more funds holding
Funds holding: 582 → 617 (+35)
0.59% more ownership
Funds ownership: 63.46% → 64.05% (+0.59%)
4% less funds holding in top 10
Funds holding in top 10: 26 → 25 (-1)
6% less capital invested
Capital invested by funds: $5.76B → $5.39B (-$370M)
27% less repeat investments, than reductions
Existing positions increased: 188 | Existing positions reduced: 257
Holders
617
Holders Change
+35
Holders Change %
+6.01%
% of All Funds
7.51%
Holding in Top 10
25
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.85%
% of All Funds
0.3%
New
81
Increased
188
Reduced
257
Closed
35
Calls
$9K
Puts
–
Net Calls
+$9K
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$160M |
| 2 |
JP Morgan Chase
New York
|
-$106M |
| 3 |
LPL Financial
San Diego,
California
|
-$22.5M |
| 4 |
BW
BostonPremier Wealth
Hanover,
Massachusetts
|
-$15.6M |
| 5 |
Morgan Stanley
New York
|
-$15.1M |
