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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 %
LFG
26
Larson Financial Group
Missouri
$26.7M +$589K +13,202 +2%
VFG
27
Victory Financial Group
Texas
$24.3M +$1.72M +38,733 +8%
MML Investors Services
28
MML Investors Services
Massachusetts
$22.9M +$117K +2,633 +0.5%
AAS
29
Avantax Advisory Services
Texas
$22.6M -$1.59M -35,738 -7%
PNC
30
Park National Corp
Ohio
$21.6M -$291K -6,535 -1%
BEI
31
Benjamin Edwards Inc
Missouri
$21.3M -$1.1M -24,634 -5%
DADC
32
D.A. Davidson & Co
Montana
$20.7M -$654K -14,658 -3%
GSWM
33
Golden State Wealth Management
California
$20.5M -$175K -3,915 -0.8%
Mariner
34
Mariner
Kansas
$20.4M +$648K +14,530 +3%
Citigroup
35
Citigroup
New York
$20.1M -$16.7K -375 -0.1%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$19.5M -$822K -18,435 -4%
AWS
37
Atria Wealth Solutions
New York
$19M -$974K -21,847 -5%
BFG
38
Beacon Financial Group
Texas
$18.8M -$770K -17,268 -4%
IA
39
IFG Advisory
Georgia
$18.5M -$680K -15,249 -4%
PBF
40
Petix & Botte Financial
California
$18.3M -$1.83M -41,032 -9%
NA
41
NewEdge Advisors
Louisiana
$16M -$256K -5,740 -2%
KPWS
42
Kestra Private Wealth Services
Texas
$15.4M +$267K +5,994 +2%
BW
43
BostonPremier Wealth
Massachusetts
$15.3M +$1.51M +33,954 +11%
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$14.8M -$997K -22,366 -6%
Jones Financial Companies
45
Jones Financial Companies
Missouri
$14.5M +$5.01M +113,320 +53%
SWP
46
Stratos Wealth Partners
Ohio
$14.2M -$1.03M -23,206 -7%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$14M -$6.92M -155,207 -33%
SPIA
48
Steward Partners Investment Advisory
New York
$13.9M -$228K -5,107 -2%
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$13.7M -$164K -3,681 -1%
HPC
50
Hobart Private Capital
North Carolina
$13.2M +$145K +3,248 +1%
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