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

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$114M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$67.4M
3
LFG
Larson Financial Group
Missouri
$11M
4
Raymond James Financial
Raymond James Financial
Florida
$267M
5
PAG
Private Advisor Group
New Jersey
$34.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFS
251
BridgePort Financial Solutions
Iowa
$1.25M +$14.3K +321 +1%
NFC
252
Northeast Financial Consultants
Connecticut
$1.25M +$7.15K +160 +0.6%
FWM
253
Fonville Wealth Management
Virginia
$1.25M +$492 +11 +0%
GS
254
GTS Securities
New York
$1.23M +$1.23M +27,623 New
RPGK
255
Retirement Planning Group (Kansas)
Kansas
$1.21M +$176K +3,948 +17%
OSAM
256
O'Shaughnessy Asset Management
Connecticut
$1.2M +$109K +2,436 +10%
KFGK
257
Keystone Financial Group (Kentucky)
Kentucky
$1.18M -$104K -2,318 -8%
HAS
258
HBW Advisory Services
California
$1.18M +$162K +3,633 +16%
GIA
259
Gladstone Institutional Advisory
Florida
$1.15M -$938K -20,993 -45%
GF
260
GGM Financials
Ohio
$1.15M +$2.64K +59 +0.2%
ACP
261
Argyle Capital Partners
California
$1.14M +$121K +2,705 +12%
WCM
262
Winebrenner Capital Management
Kentucky
$1.14M +$11.3K +253 +1%
FHA
263
Flagship Harbor Advisors
Massachusetts
$1.12M +$194K +4,350 +21%
CS
264
Capital Square
Tennessee
$1.12M +$1.76K +39 +0.2%
BAM
265
Belpointe Asset Management
Nevada
$1.1M -$12.8K -287 -1%
IFWM
266
Institute for Wealth Management
Colorado
$1.1M -$2.41K -54 -0.2%
TFP
267
Traction Financial Partners
Wyoming
$1.08M +$514K +11,505 +91%
GAM
268
Gotham Asset Management
New York
$1.07M +$1.07M +24,045 New
FPAS
269
Focus Partners Advisor Solutions
Missouri
$1.04M -$585K -13,084 -36%
Two Sigma Investments
270
Two Sigma Investments
New York
$1.02M -$1.16M -26,000 -53%
LWM
271
Lighthouse Wealth Management
Ohio
$1.02M -$4.92K -110 -0.5%
SF
272
Synovus Financial
Georgia
$1.01M -$56.9K -1,272 -5%
NW
273
NewEdge Wealth
Pennsylvania
$990K -$532K -11,709 -35%
RW
274
RVW Wealth
California
$984K -$100K -2,248 -9%
MOS
275
MGO One Seven
Ohio
$954K -$2.1K -47 -0.2%
9 10
11
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