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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 %
MWM
401
Maridea Wealth Management
New York
$371K -$87.5K -1,962 -19%
MFG
402
Merit Financial Group
Georgia
$369K -$41K -919 -10%
SFPG
403
Stonebridge Financial Planning Group
Florida
$368K -$22.3K -500 -6%
BIA
404
Beacon Investment Advisors
Maryland
$367K +$367K +8,231 New
FA
405
Fermata Advisors
California
$365K +$1.07K +24 +0.3%
GPA
406
Guerra Pan Advisors
New Jersey
$363K – – –
OWA
407
Opal Wealth Advisors
New York
$362K -$2.9K -65 -0.8%
ACA
408
Aptus Capital Advisors
Alabama
$357K +$140K +3,132 +64%
BWP
409
Balboa Wealth Partners
Arizona
$355K +$5.98K +134 +2%
Corient Private Wealth
410
Corient Private Wealth
Florida
$353K +$58.6K +1,314 +20%
First Trust Advisors
411
First Trust Advisors
Illinois
$349K -$168K -3,765 -32%
MCCP
412
Mission Creek Capital Partners
California
$342K -$80.1K -1,796 -19%
SPG
413
Strategic Planning Group
Utah
$341K -$782K -17,526 -70%
PFGIA
414
Patriot Financial Group Insurance Agency
Massachusetts
$335K -$16.6K -372 -5%
RWM
415
Ritholtz Wealth Management
New York
$335K -$5.84K -131 -2%
RFN
416
RDA Financial Network
Iowa
$335K -$223 -5 -0.1%
Fisher Asset Management
417
Fisher Asset Management
Washington
$333K -$37.3K -837 -10%
WFS
418
Weitzel Financial Services
Iowa
$332K +$35.5K +807 +12%
SIAS
419
Summit Investment Advisory Services
Minnesota
$328K +$4.91K +110 +2%
BMC
420
Beaton Management Company
Massachusetts
$326K – – –
TA
421
TFB Advisors
Kansas
$320K +$14.5K +326 +5%
DWP
422
Daymark Wealth Partners
Ohio
$315K +$34.2K +767 +12%
CRC
423
Curi RMB Capital
Illinois
$314K – – –
SPWM
424
Schrum Private Wealth Management
Florida
$313K – – –
SA
425
Skyline Advisors
Washington
$301K -$39.9K -894 -12%
15 16
17
18 19