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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 %
CAG
476
Csenge Advisory Group
Florida
$206K -$28.9K -673 -12%
SEA
477
Stegent Equity Advisors
Texas
$203K +$203K +4,561 New
SAW
478
Signal Advisors Wealth
Michigan
$202K +$202K +4,524 New
EWA
479
EverSource Wealth Advisors
Alabama
$184K +$119K +2,658 +182%
GWP
480
Gen-Wealth Partners
Michigan
$180K – – –
JFGIW
481
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$161K +$14.7K +330 +10%
RWM
482
Rialto Wealth Management
New York
$156K – – –
RF
483
Rossby Financial
Florida
$151K +$151K +3,484 New
OP
484
ORG Partners
Indiana
$145K -$200K -4,487 -58%
TCOV
485
Trust Company of Vermont
Vermont
$143K – – –
CA
486
Clearstead Advisors
Ohio
$140K – – –
TIM
487
Thompson Investment Management
Wisconsin
$138K – – –
ADL
488
Asset Dedication LLC
California
$138K – – –
TSMHT
489
Thurston Springer Miller Herd & Titak
Indiana
$124K +$59.9K +1,342 +93%
Russell Investments Group
490
Russell Investments Group
United Kingdom
$119K -$89.5K -2,008 -43%
DWM
491
Darwin Wealth Management
Florida
$119K – – –
BLC
492
Brown, Lisle/Cummings
Rhode Island
$116K – – –
Fifth Third Bancorp
493
Fifth Third Bancorp
Ohio
$113K -$147K -3,289 -57%
HBT
494
Hills Bank & Trust
Iowa
$111K – – –
MIFH
495
Migdal Insurance & Financial Holdings
Israel
$109K -$2.36K -53 -2%
CMP
496
Coston McIsaac & Partners
Maine
$106K +$620 +14 +0.6%
RFG
497
REAP Financial Group
Texas
$93.3K +$178 +4 +0.2%
AA
498
Ancora Advisors
Ohio
$89.5K – – –
BCWM
499
Bartlett & Co Wealth Management
Ohio
$89.2K – – –
MCA
500
Midwest Capital Advisors
Michigan
$89.2K – – –
18 19
20
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