First Trust Value Line Dividend Fund
608 hedge funds and large institutions have $5.38B invested in First Trust Value Line Dividend Fund in 2025 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 183 increasing their positions, 257 reducing their positions, and 35 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more ownership
Funds ownership: →
less funds holding in top 10
Funds holding in top 10: →
6% less capital invested
Capital invested by funds: $5.75B → $5.38B (-$374M)
29% less repeat investments, than reductions
Existing positions increased: 183 | Existing positions reduced: 257
Holders
608
Holding in Top 10
25
Calls
$9K
Puts
–
Top Buyers
| 1 | +$12.7M | |
| 2 | +$11M | |
| 3 | +$10.9M | |
| 4 |
BNP Paribas Financial Markets
Paris,
France
|
+$6.93M |
| 5 |
SWGC
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
+$5.68M |
Top Sellers
| 1 | -$160M | |
| 2 | -$106M | |
| 3 | -$22.5M | |
| 4 |
BW
BostonPremier Wealth
Hanover,
Massachusetts
|
-$15.6M |
| 5 |
Morgan Stanley
New York
|
-$15.1M |
