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First Trust Value Line Dividend Fund
FVD

Overview Fund Activity

565 hedge funds and large institutions have $5.69B invested in First Trust Value Line Dividend Fund in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 184 increasing their positions, 261 reducing their positions, and 36 closing their positions.

Holders
565
Holders Change
-8
Holders Change %
-1.4%
% of All Funds
7.59%
Holding in Top 10
33
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.81%
% of All Funds
0.44%
New
39
Increased
184
Reduced
261
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$249M
2
MWM
2
Modern Wealth Management
Kansas
$12M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$179M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$81.5M
5
CIA
5
Concurrent Investment Advisors
Florida
$18.9M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$114M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$67.4M
3
LFG
3
Larson Financial Group
Missouri
$11M
4
Raymond James Financial
4
Raymond James Financial
Florida
$267M
5
PAG
5
Private Advisor Group
New Jersey
$34.2M
Name Market Value Shares Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$23.2M 518,881 +6,163 +1%
VFG
27
Victory Financial Group
Texas
$23.1M 517,551 -29,462 -5%
BEI
28
Benjamin Edwards Inc
Missouri
$22.5M 502,705 +24,528 +5%
PNC
29
Park National Corp
Ohio
$22.1M 494,509 +9,819 +2%
Mariner
30
Mariner
Kansas
$21.5M 480,517 +21,922 +5%
DADC
31
D.A. Davidson & Co
Montana
$21.4M 478,883 +15,634 +3%
GSWM
32
Golden State Wealth Management
California
$21.3M 477,604 +17,384 +4%
Citigroup
33
Citigroup
New York
$20.7M 463,901 +13,779 +3%
AAS
34
Avantax Advisory Services
Texas
$20M 447,429 -60,378 -12%
Jones Financial Companies
35
Jones Financial Companies
Missouri
$19.1M 429,241 +102,314 +31%
CIA
36
Concurrent Investment Advisors
Florida
$18.9M 423,722 +214,572 +103%
IA
37
IFG Advisory
Georgia
$18.8M 420,598 +5,040 +1%
BFG
38
Beacon Financial Group
Texas
$18.5M 414,756 -6,755 -2%
NA
39
NewEdge Advisors
Louisiana
$18.4M 410,722 +52,360 +15%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$18.2M 407,623 -29,639 -7%
PBF
41
Petix & Botte Financial
California
$17.9M 400,802 -8,943 -2%
KPWS
42
Kestra Private Wealth Services
Texas
$16.6M 371,926 +27,169 +8%
BW
43
BostonPremier Wealth
Massachusetts
$15.8M 353,372 +9,603 +3%
SWIA
44
Solano Wealth Investment Advisors
California
$15.8M 352,820 +152,534 +76%
HPC
45
Hobart Private Capital
North Carolina
$15M 335,558 +39,074 +13%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$14.4M 323,100 +10,183 +3%
SWP
47
Stratos Wealth Partners
Ohio
$14.3M 319,289 +941 +0.3%
SPIA
48
Steward Partners Investment Advisory
New York
$14.1M 316,256 +5,444 +2%
Wealth Enhancement Advisory Services
49
Wealth Enhancement Advisory Services
Minnesota
$13.6M 298,003 -32,901 -10%
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$13.2M 295,360 -11,789 -4%
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