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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 %
RIS
276
Richmond Investment Services
Wisconsin
$991K -$122K -2,745 -11%
TSWM
277
Tyler-Stone Wealth Management
Ohio
$975K -$84.1K -1,887 -8%
MOS
278
MGO One Seven
Ohio
$954K +$49.1K +1,100 +5%
OWA
279
Octavia Wealth Advisors
Ohio
$950K -$103K -2,317 -10%
HIW
280
Holos Integrated Wealth
Pennsylvania
$935K -$1.16K -26 -0.1%
ATPW
281
Ashton Thomas Private Wealth
Arizona
$932K -$50.9K -1,141 -5%
FHA
282
Flagship Harbor Advisors
Massachusetts
$927K +$134K +2,998 +17%
AFG
283
ABLE Financial Group
Arizona
$915K -$147K -3,289 -14%
FFA
284
Farther Finance Advisors
California
$911K +$867K +19,459 +1,992%
USCWA
285
U.S. Capital Wealth Advisors
Texas
$898K +$36.7K +823 +4%
AG
286
AmeriFlex Group
Nevada
$897K -$933K -20,918 -51%
EWM
287
EPG Wealth Management
Georgia
$879K -$207K -4,641 -19%
FAM
288
Formidable Asset Management
Ohio
$848K – – –
MSAM
289
Moloney Securities Asset Management
Missouri
$846K +$56.2K +1,261 +7%
IWM
290
IMG Wealth Management
Florida
$843K -$140K -3,139 -14%
SH
291
SLT Holdings
Arizona
$842K -$76.8K -1,723 -8%
IAN
292
Integrated Advisors Network
Texas
$836K -$93.5K -2,098 -10%
TWM
293
Topsail Wealth Management
North Carolina
$833K -$9.18K -206 -1%
SPI
294
Santori & Peters Inc
Pennsylvania
$832K -$520K -11,655 -38%
CG
295
Caprock Group
Idaho
$818K – – –
O3W
296
Omni 360 Wealth
New Jersey
$809K -$364K -8,166 -31%
AWA
297
Acorn Wealth Advisors
Michigan
$802K +$1.52K +34 +0.2%
VWS
298
Virtus Wealth Solutions
New Jersey
$802K +$56.3K +1,263 +8%
TPWA
299
Twin Peaks Wealth Advisors
California
$786K -$49.6K -1,153 -6%
EWA
300
Encompass Wealth Advisors
Oregon
$780K – – –
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