First Trust Value Line Dividend Fund
FVD
595 hedge funds and large institutions have $5.82B invested in First Trust Value Line Dividend Fund in 2024 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 167 increasing their positions, 253 reducing their positions, and 39 closing their positions.
218% more capital inflows, than outflows
Capital inflows: $618M | Capital outflows: $194M
154% more first-time investments, than exits
New positions opened: 99 | Existing positions closed: 39
36% more funds holding in top 10
Funds holding in top 10: 28 → 38 (+10)
9% more funds holding
Funds holding: 545 → 595 (+50)
1.49% more ownership
Funds ownership: 61.07% → 62.56% (+1.5%)
34% less repeat investments, than reductions
Existing positions increased: 167 | Existing positions reduced: 253
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$38.1M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$13.4M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$9.05M |
| 4 |
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$7.6M |
| 5 |
Flow Traders U.S.
New York
|
+$7.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$16.1M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$14.3M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$13.9M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$11.2M |
| 5 |
Two Sigma Investments
New York
|
-$7.99M |
FVD Hedge Fund Activity: Q4 2024 in Review
595 of the 7,623 institutional investors tracked by Wall St. Rank reported a position in First Trust Value Line Dividend Fund (FVD) for Q4 2024, worth a combined $5.82B — down 2.9% from $5.99B a quarter earlier.
Buyers outnumbered sellers: 99 funds opened new FVD positions and 39 closed out — a net gain of 60 holders — while 167 added to existing stakes and 253 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $38.1M. The largest seller was Morgan Stanley, cutting an estimated $16.1M.
- 595 institutional investors held First Trust Value Line Dividend Fund (FVD) as of Q4 2024, up from 545 in Q3 2024.
- Funds reported $5.82B of First Trust Value Line Dividend Fund stock for Q4 2024, down 2.9% quarter-over-quarter.
- 99 funds opened new First Trust Value Line Dividend Fund positions in Q4 2024 and 39 closed out, a net change of +60 holders.
- The largest First Trust Value Line Dividend Fund buyer in Q4 2024 was JP Morgan Chase, an estimated $38.1M added.
- The largest First Trust Value Line Dividend Fund seller in Q4 2024 was Morgan Stanley, an estimated $16.1M sold.
Based on aggregated 13F filings for Q4 2024.