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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 %
TC
351
Trilogy Capital
California
$545K -$49.4M -1,107,420 -99%
CCA
352
Cadent Capital Advisors
Oklahoma
$542K +$2.14K +48 +0.4%
UCFA
353
United Capital Financial Advisors
Texas
$541K +$35.3K +791 +7%
PCS
354
Private Client Services
Kentucky
$537K -$4.82K -108 -0.9%
KP
355
Keel Point
Alabama
$536K +$29.4K +659 +6%
OIA
356
OneDigital Investment Advisors
Kansas
$530K -$2.71M -60,672 -84%
RFP
357
Root Financial Partners
California
$523K -$4.28K -96 -0.8%
KWS
358
Keystone Wealth Services
California
$522K -$20.1K -450 -4%
GWA
359
GGM Wealth Advisors
Maryland
$512K – – –
UAG
360
United Advisor Group
Ohio
$505K -$57.2K -1,282 -10%
BAM
361
Bellevue Asset Management
Washington
$499K -$936 -21 -0.2%
PD
362
Planning Directions
Pennsylvania
$499K -$18.5K -414 -4%
BWP
363
Bernardo Wealth Planning
Pennsylvania
$496K -$38.7K -869 -7%
CFG
364
Citizens Financial Group
Rhode Island
$491K +$154K +3,456 +46%
CCC
365
Compass Capital Corp
Massachusetts
$488K -$85.9K -2,040 -15%
WWA
366
Wealth Watch Advisors
Colorado
$487K +$68.6K +1,538 +16%
PA
367
PSI Advisors
Florida
$487K – – –
AIC
368
Archer Investment Corporation
Indiana
$486K – – –
EFG
369
Elios Financial Group
Ohio
$477K – – –
SWM
370
SFG Wealth Management
Maryland
$477K +$7.54K +169 +2%
BTI
371
Blue Trust Inc
Georgia
$471K -$130K -2,925 -22%
GI
372
GAMMA Investing
California
$467K +$6.29K +141 +1%
LSA
373
Lion Street Advisors
Texas
$464K -$78.7K -1,764 -14%
LWL
374
Leo Wealth LLC
Texas
$463K +$463K +10,391 New
PFA
375
Plotkin Financial Advisors
Maryland
$459K -$72.6K -1,629 -14%
13 14
15
16 17