First Trust Value Line Dividend Fund
576 hedge funds and large institutions have $5.72B invested in First Trust Value Line Dividend Fund in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 187 increasing their positions, 264 reducing their positions, and 36 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more ownership
Funds ownership: →
less funds holding
Funds holding: →
less capital invested
Capital invested by funds: $ → $
11% less funds holding in top 10
Funds holding in top 10: 37 → 33 (-4)
29% less repeat investments, than reductions
Existing positions increased: 187 | Existing positions reduced: 264
Holders
576
Holding in Top 10
33
Calls
–
Puts
–
Top Buyers
| 1 | +$33.9M | |
| 2 | +$12M | |
| 3 | +$10.5M | |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$10.1M |
| 5 |
CIA
Concurrent Investment Advisors
Tampa,
Florida
|
+$9.59M |
Top Sellers
| 1 | -$24.6M | |
| 2 | -$22.1M | |
| 3 | -$15.7M | |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
-$14.2M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$11.8M |
