FVD icon

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 %
LCWP
326
Legacy Capital Wealth Partners
Arkansas
$666K +$666K +14,932 New
SMA
327
Sage Mountain Advisors
Georgia
$663K -$18.1K -407 -3%
T
328
Tidemark
California
$645K -$111K -2,500 -15%
4WM
329
49 Wealth Management
Texas
$645K +$151K +3,386 +31%
Pathstone Holdings
330
Pathstone Holdings
New Jersey
$633K -$40.8K -916 -6%
MA
331
Mezzasalma Advisors
New Jersey
$627K -$5.62K -126 -0.9%
TFM
332
Trademark Financial Management
Minnesota
$615K -$17.9K -401 -3%
SF
333
Summit Financial
New Jersey
$612K +$122K +2,743 +25%
4A
334
4Wealth Advisors
Illinois
$610K +$83.7K +1,876 +16%
SNWA
335
Siligmueller & Norvid Wealth Advisors
Illinois
$605K +$758 +17 +0.1%
CCAL
336
City Center Advisors LLC
Michigan
$604K -$32.3K -724 -5%
SIM
337
Synergy Investment Management
Florida
$603K -$61.2K -1,373 -9%
SC
338
Sykon Capital
New York
$602K -$336K -7,531 -36%
BFG
339
Bleakley Financial Group
New Jersey
$598K -$20.4K -458 -3%
SAM
340
Strategy Asset Managers
California
$593K -$15.5K -347 -3%
LAS
341
LWM Advisory Services
Florida
$591K – – –
CF
342
Centaurus Financial
California
$589K -$848 -19 -0.1%
MIM
343
MTM Investment Management
South Carolina
$588K -$4.46K -100 -0.8%
NB
344
NBT Bank
New York
$578K -$719K -16,133 -55%
SWM
345
Shakespeare Wealth Management
Wisconsin
$577K – – –
TFP
346
Traction Financial Partners
Wyoming
$566K -$136K -3,050 -19%
SWP
347
Sagespring Wealth Partners
Tennessee
$559K +$210K +4,700 +60%
PPWM
348
Perissos Private Wealth Management
Oklahoma
$558K -$52.8K -1,185 -9%
TWM
349
TriaGen Wealth Management
California
$558K -$39.6K -889 -7%
HSA
350
HBK Sorce Advisory
Pennsylvania
$555K -$48.9K -1,097 -8%
12 13
14
15 16