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First Trust Value Line Dividend Fund
FVD

Overview Fund Activity

573 hedge funds and large institutions have $5.74B invested in First Trust Value Line Dividend Fund in 2025 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 165 increasing their positions, 270 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
573
Holders Change
-11
Holders Change %
-1.88%
% of All Funds
7.78%
Holding in Top 10
37
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.63%
% of All Funds
0.5%
New
43
Increased
165
Reduced
270
Closed
41
Calls
–
Puts
$37K
Net Calls
-$37K
Net Calls Change
-$85K

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$42.8M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$15.5M
3
GWM
Geneos Wealth Management
Colorado
+$7.62M
4
Creative Planning
Creative Planning
Kansas
+$6.7M
5
SWIA
Solano Wealth Investment Advisors
California
+$6.63M

Top Sellers

1
TC
Trilogy Capital
California
-$49.4M
2
Morgan Stanley
Morgan Stanley
New York
-$47.3M
3
Bank of America
Bank of America
North Carolina
-$30M
4
Raymond James Financial
Raymond James Financial
Florida
-$18.6M
5
Wells Fargo
Wells Fargo
California
-$17.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFS
226
Founders Financial Securities
Maryland
$1.53M -$2.78K -64 -0.2%
Qube Research & Technologies (QRT)
227
Qube Research & Technologies (QRT)
United Kingdom
$1.53M +$1.53M +34,217 New
AQR Capital Management
228
AQR Capital Management
Connecticut
$1.51M +$520K +11,657 +53%
NW
229
NewEdge Wealth
Pennsylvania
$1.49M -$622K -13,952 -29%
PWM
230
Purus Wealth Management
California
$1.49M -$20.6K -461 -1%
IA
231
Integrity Alliance
Iowa
$1.48M +$1.48M +33,279 New
VVP
232
Venture Visionary Partners
Ohio
$1.47M -$79.1K -1,774 -5%
Thrivent Financial for Lutherans
233
Thrivent Financial for Lutherans
Minnesota
$1.46M – – –
TI
234
tru Independence
Oregon
$1.45M -$42K -942 -3%
Lido Advisors
235
Lido Advisors
California
$1.45M +$50.2K +1,126 +4%
BIP
236
Blueprint Investment Partners
North Carolina
$1.45M -$52.4K -1,175 -3%
MWM
237
MBE Wealth Management
Wisconsin
$1.43M +$62.7K +1,406 +5%
RSWM
238
Robertson Stephens Wealth Management
California
$1.42M -$65.4K -1,466 -4%
DWM
239
Denver Wealth Management
Colorado
$1.41M -$34.3K -770 -2%
LFAS
240
Level Four Advisory Services
Texas
$1.39M -$228K -5,105 -14%
SFC
241
Strategic Financial Concepts
Texas
$1.39M +$151K +3,395 +12%
ISFAN
242
Investor's Fiduciary Advisor Network
Washington
$1.38M -$104K -2,342 -7%
SP
243
Sequent Planning
Nebraska
$1.36M +$41.7K +935 +3%
AF
244
Advisornet Financial
Minnesota
$1.34M -$98.6K -2,212 -7%
GLA
245
Good Life Advisors
Pennsylvania
$1.33M -$30.8K -690 -2%
CA
246
CoreCap Advisors
Michigan
$1.31M +$88.4K +1,982 +7%
CAM
247
Cresset Asset Management
Illinois
$1.29M +$2.63K +59 +0.2%
DAS
248
Dynamic Advisor Solutions
Arizona
$1.28M -$592K -13,277 -32%
FCAS
249
First Command Advisory Services
Texas
$1.28M -$177K -3,968 -12%
KFGK
250
Keystone Financial Group (Kentucky)
Kentucky
$1.28M +$201K +4,501 +19%
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