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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 %
RFN
426
Redwood Financial Network
Ohio
$298K +$490 +11 +0.2%
GM
427
GeoWealth Management
Illinois
$295K -$15.8K -355 -5%
AIA
428
Accelerate Investment Advisors
California
$291K +$49K +1,098 +20%
GS
429
GWN Securities
Florida
$290K +$290K +6,599 New
GT
430
Greenleaf Trust
Michigan
$289K -$32.1K -720 -10%
WKSWA
431
White Knight Strategic Wealth Advisors
New Jersey
$289K -$323K -7,235 -53%
SWM
432
SeaCrest Wealth Management
New York
$288K -$106K -2,375 -27%
XT
433
XTX Topco
Cayman Islands
$285K +$285K +6,400 New
VPW
434
Variant Private Wealth
Virginia
$284K +$1.65K +37 +0.6%
WP
435
WealthPLAN Partners
Nebraska
$281K -$37.3K -837 -12%
APP
436
Avantax Planning Partners
Iowa
$276K – – –
WMA
437
West Michigan Advisors
Michigan
$276K -$29K -651 -10%
GWA
438
Gratus Wealth Advisors
Virginia
$273K -$33.1K -742 -11%
WFA
439
WMG Financial Advisors
Tennessee
$272K – – –
SWA
440
Sax Wealth Advisors
New Jersey
$272K +$272K +6,093 New
CPRC
441
Consolidated Portfolio Review Corp
New York
$271K +$27K +606 +11%
TIAA Trust, National Association
442
TIAA Trust, National Association
North Carolina
$271K -$29.4K -659 -10%
NP
443
Nilsine Partners
Colorado
$270K – – –
CWP
444
Cyndeo Wealth Partners
Florida
$263K +$1.69K +38 +0.6%
CWP
445
Core Wealth Partners
California
$259K -$13.2K -297 -5%
PFM
446
Peak Financial Management
Massachusetts
$259K – – –
CFS
447
Commonwealth Financial Services
West Virginia
$258K – – –
PB
448
Pinnacle Bancorp
Nebraska
$258K +$26.2K +587 +11%
RWM
449
Revisor Wealth Management
Ohio
$253K +$253K +5,672 New
CFD
450
Creative Financial Designs
Indiana
$253K -$216K -4,837 -46%
16 17
18
19 20