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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 %
TWM
301
Trueblood Wealth Management
Ohio
$770K – – –
IF
302
Integrity Financial
Wyoming
$759K -$26.4K -592 -3%
NEWAS
303
N.E.W. Advisory Services
Wisconsin
$758K +$357K +8,015 +89%
HH
304
Hilltop Holdings
Texas
$755K -$7.09K -159 -0.9%
MMHP
305
Murphy Middleton Hinkle & Parker
Georgia
$753K +$1.12K +25 +0.1%
Kovitz Investment Group Partners
306
Kovitz Investment Group Partners
Illinois
$750K +$47K +1,055 +7%
WH
307
Willner & Heller
California
$748K -$103K -2,304 -12%
Natixis Advisors
308
Natixis Advisors
Massachusetts
$743K -$81.8K -1,834 -10%
SIG
309
Sargent Investment Group
Maryland
$737K -$18.3K -410 -2%
FWA
310
FSC Wealth Advisors
New York
$733K -$21.6K -485 -3%
IWA
311
Icon Wealth Advisors
Texas
$732K – – –
AWM
312
Apollon Wealth Management
South Carolina
$728K -$132K -2,967 -15%
CRWM
313
Castle Rock Wealth Management
California
$721K – – –
IAS
314
Insigneo Advisory Services
Florida
$719K -$4.01K -90 -0.6%
RBWA
315
RFG - Bristol Wealth Advisors
Massachusetts
$712K +$498K +11,158 +232%
CAP
316
Columbia Advisory Partners
Washington
$705K +$305K +6,830 +76%
CW
317
CreativeOne Wealth
Kansas
$694K +$206K +4,620 +42%
WIA
318
Wetzel Investment Advisors
Indiana
$693K -$96.9K -2,173 -12%
AA
319
Armis Advisers
Georgia
$691K -$70.2K -1,575 -9%
CCP
320
Clarity Capital Partners
California
$685K +$34.7K +778 +5%
LWP
321
LeClair Wealth Partners
Ohio
$684K -$139K -3,121 -17%
TSS
322
Two Sigma Securities
New York
$683K +$683K +15,318 New
PWM
323
PMG Wealth Management
Illinois
$683K – – –
PWM
324
PTM Wealth Management
United States
$677K +$677K +16,676 New
IWA
325
Inspirion Wealth Advisors
Illinois
$674K -$4.19K -94 -0.6%
11 12
13
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