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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 %
SMC
251
Smith, Moore & Co
Missouri
$1.25M -$76.4K -1,714 -6%
SAI
252
Savvy Advisors Inc
New York
$1.25M +$106K +2,375 +9%
Koshinski Asset Management
253
Koshinski Asset Management
Illinois
$1.24M -$76.2K -1,708 -6%
FWM
254
Fonville Wealth Management
Virginia
$1.24M +$62.1K +1,395 +5%
NFC
255
Northeast Financial Consultants
Connecticut
$1.24M +$7.22K +162 +0.6%
BFS
256
BridgePort Financial Solutions
Iowa
$1.23M +$31.7K +711 +3%
PFA
257
Pinnacle Family Advisors
Missouri
$1.22M +$238K +5,341 +24%
GF
258
GGM Financials
Ohio
$1.14M +$1.2K +27 +0.1%
WCM
259
Winebrenner Capital Management
Kentucky
$1.12M -$14.8K -331 -1%
BAM
260
Belpointe Asset Management
Nevada
$1.11M -$76.3K -1,712 -6%
CS
261
Capital Square
Tennessee
$1.11M +$32.2K +722 +3%
IFWM
262
Institute for Wealth Management
Colorado
$1.1M – – –
CAPTRUST Financial Advisors
263
CAPTRUST Financial Advisors
North Carolina
$1.1M +$67.9K +1,522 +7%
CP
264
Camelot Portfolios
Ohio
$1.09M +$1.09M +24,517 New
OSAM
265
O'Shaughnessy Asset Management
Connecticut
$1.09M +$497K +11,141 +84%
RW
266
RVW Wealth
California
$1.08M -$2.24M -50,212 -67%
FIA
267
Foundations Investment Advisors
Arizona
$1.08M -$16.4K -368 -1%
SF
268
Synovus Financial
Georgia
$1.06M -$41.5K -930 -4%
HWM
269
HB Wealth Management
Georgia
$1.05M +$764K +17,126 +262%
RPGK
270
Retirement Planning Group (Kansas)
Kansas
$1.03M +$461K +10,342 +81%
PP
271
Prudential plc
United Kingdom
$1.03M +$1.03M +23,000 New
LWM
272
Lighthouse Wealth Management
Ohio
$1.02M -$16.1K -360 -2%
MLRA
273
Main Line Retirement Advisors
Montana
$1.02M +$3.75K +84 +0.4%
ACP
274
Argyle Capital Partners
California
$1.02M +$162K +3,631 +19%
HAS
275
HBW Advisory Services
California
$1.01M -$341K -7,640 -25%
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