FVD icon

First Trust Value Line Dividend Fund

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
Name Holding Trade Value Shares
Change
Shares
Change %
RSWM
276
Robertson Stephens Wealth Management
California
$941K -$487K -10,900 -34%
First Trust Advisors
277
First Trust Advisors
Illinois
$939K +$589K +13,185 +168%
TSWM
278
Tyler-Stone Wealth Management
Ohio
$938K -$39.7K -889 -4%
FCAS
279
First Command Advisory Services
Texas
$928K -$360K -8,045 -28%
DAS
280
Dynamic Advisor Solutions
Arizona
$926K -$362K -8,098 -28%
HIW
281
Holos Integrated Wealth
Pennsylvania
$904K -$49.6K -1,090 -5%
USCWA
282
U.S. Capital Wealth Advisors
Texas
$899K -$1.25K -28 -0.1%
TWM
283
Topsail Wealth Management
North Carolina
$898K +$62.6K +1,400 +7%
FAM
284
Formidable Asset Management
Ohio
$848K
MSAM
285
Moloney Securities Asset Management
Missouri
$837K -$10.4K -233 -1%
SPI
286
Santori & Peters Inc
Pennsylvania
$837K +$2.55K +57 +0.3%
CW
287
CreativeOne Wealth
Kansas
$811K +$115K +2,581 +17%
AWA
288
Acorn Wealth Advisors
Michigan
$810K +$5.36K +120 +0.7%
O3W
289
Omni 360 Wealth
New Jersey
$809K -$2.15K -48 -0.3%
VWS
290
Virtus Wealth Solutions
New Jersey
$809K +$4.6K +103 +0.6%
DWP
291
Daymark Wealth Partners
Ohio
$802K +$486K +10,879 +154%
HH
292
Hilltop Holdings
Texas
$796K +$39.6K +886 +5%
PWM
293
PTM Wealth Management
United States
$795K +$36.3K +799 +5%
PFA
294
Pinnacle Family Advisors
Missouri
$790K -$432K -9,670 -35%
OWA
295
Octavia Wealth Advisors
Ohio
$786K -$166K -3,724 -17%
EWA
296
Encompass Wealth Advisors
Oregon
$782K
TWM
297
Trueblood Wealth Management
Ohio
$775K +$3.17K +71 +0.4%
SH
298
SLT Holdings
Arizona
$772K -$72.4K -1,619 -9%
MMHP
299
Murphy Middleton Hinkle & Parker
Georgia
$753K
Kovitz Investment Group Partners
300
Kovitz Investment Group Partners
Illinois
$751K -$447 -10 -0.1%