First Trust Value Line Dividend Fund
591 hedge funds and large institutions have $5.77B invested in First Trust Value Line Dividend Fund in 2025 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 167 increasing their positions, 281 reducing their positions, and 41 closing their positions.
12% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 41
0.53% more ownership
Funds ownership: 62.56% → 63.08% (+0.53%)
1% less funds holding
Funds holding: 595 → 591 (-4)
3% less funds holding in top 10
Funds holding in top 10: 38 → 37 (-1)
41% less repeat investments, than reductions
Existing positions increased: 167 | Existing positions reduced: 281
48% less capital inflows, than outflows
Capital inflows: $168M | Capital outflows: $321M
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $37K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$42.7M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$15.4M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$6.68M |
| 4 |
Solano Wealth Investment Advisors
Fairfield,
California
|
+$6.61M |
| 5 |
JP Morgan Chase
New York
|
+$5.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Trilogy Capital
Irvine,
California
|
-$49.2M |
| 2 |
Morgan Stanley
New York
|
-$47.1M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$29.9M |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
-$18.5M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$17.8M |
FVD Hedge Fund Activity: Q1 2025 in Review
591 of the 7,489 institutional investors tracked by Wall St. Rank reported a position in First Trust Value Line Dividend Fund (FVD) for Q1 2025, worth a combined $5.77B — down 0.8% from $5.82B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new FVD positions and 41 closed out — a net gain of 5 holders — while 167 added to existing stakes and 281 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $42.7M. The largest seller was Trilogy Capital, cutting an estimated $49.2M.
- 591 institutional investors held First Trust Value Line Dividend Fund (FVD) as of Q1 2025, down from 595 in Q4 2024.
- Funds reported $5.77B of First Trust Value Line Dividend Fund stock for Q1 2025, down 0.8% quarter-over-quarter.
- 46 funds opened new First Trust Value Line Dividend Fund positions in Q1 2025 and 41 closed out, a net change of +5 holders.
- The largest First Trust Value Line Dividend Fund buyer in Q1 2025 was Osaic Holdings, an estimated $42.7M added.
- The largest First Trust Value Line Dividend Fund seller in Q1 2025 was Trilogy Capital, an estimated $49.2M sold.
Based on aggregated 13F filings for Q1 2025.