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First Trust Value Line Dividend Fund
FVD

Overview Fund Activity

568 hedge funds and large institutions have $5.69B invested in First Trust Value Line Dividend Fund in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 184 increasing their positions, 263 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
568
Holders Change
-5
Holders Change %
-0.87%
% of All Funds
7.62%
Holding in Top 10
33
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.81%
% of All Funds
0.44%
New
39
Increased
184
Reduced
263
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$249M
2
MWM
2
Modern Wealth Management
Kansas
$12M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$179M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$81.5M
5
CIA
5
Concurrent Investment Advisors
Florida
$18.9M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$114M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$67.4M
3
LFG
3
Larson Financial Group
Missouri
$11M
4
Raymond James Financial
4
Raymond James Financial
Florida
$267M
5
PAG
5
Private Advisor Group
New Jersey
$34.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWA
226
WCG Wealth Advisors
Nevada
$1.52M -$18.5K -414 -1%
SWAG
227
Spectrum Wealth Advisory Group
California
$1.49M -$67.5K -1,511 -4%
VVP
228
Venture Visionary Partners
Ohio
$1.49M +$13.2K +296 +0.9%
AQR Capital Management
229
AQR Capital Management
Connecticut
$1.48M -$33.7K -753 -2%
PWM
230
Purus Wealth Management
California
$1.47M -$16.2K -363 -1%
SWA
231
Stratos Wealth Advisors
Ohio
$1.47M -$377K -8,433 -20%
QFW
232
QTR Family Wealth
Florida
$1.46M -$70.3K -1,573 -5%
SAI
233
Savvy Advisors Inc
New York
$1.45M +$198K +4,438 +16%
Lido Advisors
234
Lido Advisors
California
$1.45M -$11.6K -259 -0.8%
MWM
235
MBE Wealth Management
Wisconsin
$1.43M -$8.99K -201 -0.6%
TI
236
tru Independence
Oregon
$1.42M -$41.8K -935 -3%
DWM
237
Denver Wealth Management
Colorado
$1.4M -$7.69K -172 -0.5%
SFS
238
Sowell Financial Services
Arkansas
$1.4M -$156K -3,486 -10%
CIAS
239
Capital Investment Advisory Services
North Carolina
$1.39M -$243K -5,433 -15%
SFC
240
Strategic Financial Concepts
Texas
$1.39M -$2.01K -45 -0.1%
FFS
241
Founders Financial Securities
Maryland
$1.37M -$198K -4,420 -13%
LFAS
242
Level Four Advisory Services
Texas
$1.36M -$31.3K -701 -2%
ISFAN
243
Investor's Fiduciary Advisor Network
Washington
$1.36M -$21.9K -490 -2%
SP
244
Sequent Planning
Nebraska
$1.36M -$10.4K -233 -0.8%
CA
245
CoreCap Advisors
Michigan
$1.35M +$38.2K +854 +3%
CAM
246
Cresset Asset Management
Illinois
$1.3M +$9.66K +216 +0.7%
GLA
247
Good Life Advisors
Pennsylvania
$1.3M -$32.5K -728 -2%
Koshinski Asset Management
248
Koshinski Asset Management
Illinois
$1.28M +$37.1K +829 +3%
AF
249
Advisornet Financial
Minnesota
$1.27M -$66.3K -1,483 -5%
SMC
250
Smith, Moore & Co
Missouri
$1.26M +$2.24K +50 +0.2%
8 9
10
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