First Trust Value Line Dividend Fund
619 hedge funds and large institutions have $5.39B invested in First Trust Value Line Dividend Fund in 2025 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 188 increasing their positions, 258 reducing their positions, and 35 closing their positions.
134% more first-time investments, than exits
New positions opened: 82 | Existing positions closed: 35
6% more funds holding
Funds holding: 583 → 619 (+36)
0.6% more ownership
Funds ownership: 63.46% → 64.05% (+0.6%)
4% less funds holding in top 10
Funds holding in top 10: 26 → 25 (-1)
6% less capital invested
Capital invested by funds: $5.76B → $5.39B (-$369M)
27% less repeat investments, than reductions
Existing positions increased: 188 | Existing positions reduced: 258
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Rockefeller Capital Management
New York
|
+$12.7M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$11M |
| 3 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$10.9M |
| 4 |
BNP Paribas Financial Markets
Paris,
France
|
+$6.93M |
| 5 |
SWGC
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
+$5.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$160M |
| 2 |
JP Morgan Chase
New York
|
-$106M |
| 3 |
LPL Financial
San Diego,
California
|
-$22.5M |
| 4 |
BW
BostonPremier Wealth
Hanover,
Massachusetts
|
-$15.6M |
| 5 |
Morgan Stanley
New York
|
-$15.1M |
FVD Hedge Fund Activity: Q4 2025 in Review
619 of the 8,266 institutional investors tracked by Wall St. Rank reported a position in First Trust Value Line Dividend Fund (FVD) for Q4 2025, worth a combined $5.39B — down 6.4% from $5.76B a quarter earlier.
Buyers outnumbered sellers: 82 funds opened new FVD positions and 35 closed out — a net gain of 47 holders — while 188 added to existing stakes and 258 trimmed.
The largest buyer was Rockefeller Capital Management, adding an estimated $12.7M. The largest seller was Ameriprise, cutting an estimated $160M.
- 619 institutional investors held First Trust Value Line Dividend Fund (FVD) as of Q4 2025, up from 583 in Q3 2025.
- Funds reported $5.39B of First Trust Value Line Dividend Fund stock for Q4 2025, down 6.4% quarter-over-quarter.
- 82 funds opened new First Trust Value Line Dividend Fund positions in Q4 2025 and 35 closed out, a net change of +47 holders.
- The largest First Trust Value Line Dividend Fund buyer in Q4 2025 was Rockefeller Capital Management, an estimated $12.7M added.
- The largest First Trust Value Line Dividend Fund seller in Q4 2025 was Ameriprise, an estimated $160M sold.
Based on aggregated 13F filings for Q4 2025.