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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
451
Maltin Wealth Management
New Jersey
$250K – – –
OPW
452
Oxler Private Wealth
New York
$248K +$1.47K +33 +0.6%
APWA
453
Atlas Private Wealth Advisors
New Jersey
$244K – – –
NW
454
Naviter Wealth
Arkansas
$237K -$3.87K -87 -2%
TCWM
455
Total Clarity Wealth Management
Illinois
$237K – – –
GFG
456
Grantvest Financial Group
New Jersey
$229K – – –
AA
457
ACT Advisors
North Carolina
$224K – – –
HGWM
458
Horst & Graben Wealth Management
Oregon
$223K +$1.65K +37 +0.7%
LHC
459
Little House Capital
Massachusetts
$222K +$222K +4,982 New
WAM
460
WealthTrust Asset Management
Florida
$220K +$89 +2 +0%
NFG
461
Nations Financial Group
Iowa
$218K -$747K -16,762 -77%
CPC
462
CFC Planning Company
Indiana
$217K – – –
DFG
463
Delta Financial Group
New Jersey
$216K – – –
RMP
464
Richards, Merrill & Peterson
Washington
$215K – – –
CIBC Private Wealth Group
465
CIBC Private Wealth Group
Georgia
$214K – – –
PCIA
466
Prime Capital Investment Advisors
Kansas
$214K +$214K +4,796 New
HNB
467
Huntington National Bank
Ohio
$213K -$116K – –
GJWM
468
Gilliland Jeter Wealth Management
Arkansas
$213K -$4.37K -98 -2%
AWA
469
Alta Wealth Advisors
Massachusetts
$211K – – –
KeyBank National Association
470
KeyBank National Association
Ohio
$209K -$34.7K -779 -14%
PFP
471
Paragon Financial Partners
California
$209K – – –
SS
472
Sunbelt Securities
Texas
$207K -$5.71K -128 -3%
MPW
473
Monterey Private Wealth
California
$207K +$312 +7 +0.2%
AWM
474
Avior Wealth Management
Nebraska
$207K -$34.7K -778 -14%
GFA
475
Gallagher Fiduciary Advisors
Illinois
$206K +$45 +1 +0%
17 18
19
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