First Trust Value Line Dividend Fund
570 hedge funds and large institutions have $5.72B invested in First Trust Value Line Dividend Fund in 2025 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 175 increasing their positions, 257 reducing their positions, and 28 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
less ownership
Funds ownership: →
less funds holding
Funds holding: →
24% less funds holding in top 10
Funds holding in top 10: 33 → 25 (-8)
32% less repeat investments, than reductions
Existing positions increased: 175 | Existing positions reduced: 257
Holders
570
Holding in Top 10
25
Calls
$9K
Puts
–
Top Buyers
| 1 | +$58.6M | |
| 2 | +$4.8M | |
| 3 | +$4.21M | |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.37M |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
+$3.35M |
Top Sellers
| 1 | -$81.3M | |
| 2 | -$40M | |
| 3 | -$25.9M | |
| 4 |
Morgan Stanley
New York
|
-$21.5M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$13.4M |
