First Trust Value Line Dividend Fund
582 hedge funds and large institutions have $5.76B invested in First Trust Value Line Dividend Fund in 2025 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 182 increasing their positions, 261 reducing their positions, and 28 closing their positions.
46% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 28
1% more capital invested
Capital invested by funds: $5.73B → $5.76B (+$32.3M)
0% more funds holding
Funds holding: 581 → 582 (+1)
0.08% less ownership
Funds ownership: 63.53% → 63.46% (-0.08%)
21% less funds holding in top 10
Funds holding in top 10: 33 → 26 (-7)
30% less repeat investments, than reductions
Existing positions increased: 182 | Existing positions reduced: 261
Top Buyers
| 1 |
JP Morgan Chase
New York
|
+$58M |
| 2 |
MYIA
Mount Yale Investment Advisors
Denver,
Colorado
|
+$4.75M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$4.17M |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
+$3.34M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.33M |
Top Sellers
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$39.6M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$25.5M |
| 3 |
Morgan Stanley
New York
|
-$21.3M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$13.3M |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$10.8M |
FVD Hedge Fund Activity: Q3 2025 in Review
582 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in First Trust Value Line Dividend Fund (FVD) for Q3 2025, worth a combined $5.76B — up 0.56% from $5.73B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new FVD positions and 28 closed out — a net gain of 13 holders — while 182 added to existing stakes and 261 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $58M. The largest seller was Bank of America, cutting an estimated $39.6M.
- 582 institutional investors held First Trust Value Line Dividend Fund (FVD) as of Q3 2025, up from 581 in Q2 2025.
- Funds reported $5.76B of First Trust Value Line Dividend Fund stock for Q3 2025, up 0.56% quarter-over-quarter.
- 41 funds opened new First Trust Value Line Dividend Fund positions in Q3 2025 and 28 closed out, a net change of +13 holders.
- The largest First Trust Value Line Dividend Fund buyer in Q3 2025 was JP Morgan Chase, an estimated $58M added.
- The largest First Trust Value Line Dividend Fund seller in Q3 2025 was Bank of America, an estimated $39.6M sold.
Based on aggregated 13F filings for Q3 2025.