First Trust Value Line Dividend Fund
581 hedge funds and large institutions have $5.73B 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, 269 reducing their positions, and 36 closing their positions.
14% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 36
0.45% more ownership
Funds ownership: 63.08% → 63.53% (+0.45%)
0% less funds holding
Funds holding: 583 → 581 (-2)
1% less capital invested
Capital invested by funds: $5.77B → $5.73B (-$40.6M)
11% less funds holding in top 10
Funds holding in top 10: 37 → 33 (-4)
30% less repeat investments, than reductions
Existing positions increased: 187 | Existing positions reduced: 269
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$33.3M |
| 2 |
MWM
Modern Wealth Management
Lenexa,
Kansas
|
+$11.8M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$10.3M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$9.91M |
| 5 |
CIA
Concurrent Investment Advisors
Tampa,
Florida
|
+$9.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$24.2M |
| 2 |
JP Morgan Chase
New York
|
-$21.7M |
| 3 |
LFG
Larson Financial Group
St Louis,
Missouri
|
-$15.5M |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
-$13.9M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$11.6M |
FVD Hedge Fund Activity: Q2 2025 in Review
581 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in First Trust Value Line Dividend Fund (FVD) for Q2 2025, worth a combined $5.73B — down 0.7% from $5.77B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new FVD positions and 36 closed out — a net gain of 5 holders — while 187 added to existing stakes and 269 trimmed.
The largest buyer was Ameriprise, adding an estimated $33.3M. The largest seller was Commonwealth Equity Services, cutting an estimated $24.2M.
- 581 institutional investors held First Trust Value Line Dividend Fund (FVD) as of Q2 2025, down from 583 in Q1 2025.
- Funds reported $5.73B of First Trust Value Line Dividend Fund stock for Q2 2025, down 0.7% quarter-over-quarter.
- 41 funds opened new First Trust Value Line Dividend Fund positions in Q2 2025 and 36 closed out, a net change of +5 holders.
- The largest First Trust Value Line Dividend Fund buyer in Q2 2025 was Ameriprise, an estimated $33.3M added.
- The largest First Trust Value Line Dividend Fund seller in Q2 2025 was Commonwealth Equity Services, an estimated $24.2M sold.
Based on aggregated 13F filings for Q2 2025.