First Trust Value Line Dividend Fund
586 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, 264 reducing their positions, and 30 closing their positions.
37% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 30
0.14% less ownership
Funds ownership: 63.61% → 63.47% (-0.14%)
0% less funds holding
Funds holding: 587 → 586 (-1)
21% less funds holding in top 10
Funds holding in top 10: 33 → 26 (-7)
31% less repeat investments, than reductions
Existing positions increased: 182 | Existing positions reduced: 264
43% less capital inflows, than outflows
Capital inflows: $142M | Capital outflows: $252M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$58M |
| 2 |
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
| Rank | Fund | Capital Flow |
|---|---|---|
| 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
586 of the 7,656 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 30 closed out — a net gain of 11 holders — while 182 added to existing stakes and 264 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $58M. The largest seller was Bank of America, cutting an estimated $39.6M.
- 586 institutional investors held First Trust Value Line Dividend Fund (FVD) as of Q3 2025, down from 587 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 30 closed out, a net change of +11 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.