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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 %
ARC
376
Advisor Resource Council
Texas
$459K +$459K +10,299 New
SFP
377
Strategic Financial Partners
Oregon
$458K +$18.5K +415 +4%
Cerity Partners
378
Cerity Partners
New York
$456K +$159K +3,565 +54%
OPA
379
Old Port Advisors
Maine
$448K -$21.3K -478 -5%
OL
380
Owen LaRue
Kentucky
$445K -$21.5K -483 -5%
CWM
381
Congress Wealth Management
Massachusetts
$438K +$438K +9,815 New
LT
382
Legacy Trust
Michigan
$436K -$126K -2,830 -22%
PI
383
PFG Investments
New York
$424K +$32.1K +719 +8%
MPWS
384
McCarter Private Wealth Services
Massachusetts
$418K – – –
MCC
385
Money Concepts Capital
Florida
$416K +$4.06K +91 +1%
LA
386
LexAurum Advisors
Kansas
$415K +$25.7K +576 +7%
FIM
387
Freedom Investment Management
Connecticut
$413K -$178 -4 -0%
EFG
388
Ehrlich Financial Group
California
$412K – – –
MWM
389
MGB Wealth Management
Texas
$409K – – –
TC
390
TownSquare Capital
Utah
$407K +$407K +9,119 New
CBB
391
Citizens Business Bank
California
$406K – – –
WW
392
Waterfront Wealth
Kansas
$401K -$2.9K -65 -0.7%
FFA
393
Founders Financial Alliance
North Carolina
$399K +$17.3K +387 +5%
ASN
394
Advisory Services Network
Georgia
$398K -$93.4K -2,094 -19%
DC
395
Davenport & Co
Virginia
$393K +$40.4K +906 +11%
PFA
396
Pure Financial Advisors
California
$388K +$84.2K +1,889 +28%
CL
397
Choreo LLC
Illinois
$386K – – –
MC
398
Moors & Cabot
Massachusetts
$381K -$8.52K -191 -2%
IWP
399
IAG Wealth Partners
Wisconsin
$380K -$24.1K -540 -6%
CA
400
Calton & Associates
Florida
$376K +$376K +8,438 New
14 15
16
17 18