FVD icon

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 %
BL
501
BFSG LLC
California
$85.7K – – –
GJIA
502
Glass Jacobson Investment Advisors
Maryland
$82.4K – – –
FHA
503
First Horizon Advisors
Tennessee
$80.9K -$2.77K -62 -3%
OA
504
Operose Advisors
Wisconsin
$78.3K – – –
WTA
505
Washington Trust Advisors
Massachusetts
$76.9K – – –
WSFS
506
Wilmington Savings Fund Society
Delaware
$76.7K – – –
NSIM
507
North Star Investment Management
Illinois
$75.5K +$268 +6 +0.4%
HCP
508
Hexagon Capital Partners
Arkansas
$69.2K – – –
OC
509
Oakworth Capital
Alabama
$66.9K – – –
CAM
510
Creekmur Asset Management
Illinois
$65.2K +$223 +5 +0.3%
CFFP
511
Center for Financial Planning
Michigan
$63.2K – – –
PA
512
Parallel Advisors
California
$57.4K +$38.6K +866 +206%
FMII
513
Farmers & Merchants Investments Inc
Nebraska
$55.4K -$29.6K -663 -35%
NC
514
North Capital
Utah
$54.9K +$54.9K +1,232 New
BCMLT
515
Beacon Capital Management LLC (Tennessee)
Tennessee
$51.9K +$312 +7 +0.6%
GK
516
Graney & King
New York
$51.7K +$268 +6 +0.5%
NRG
517
Nemes Rush Group
Michigan
$51.5K +$312 +7 +0.6%
RCM
518
Raleigh Capital Management
North Carolina
$48.7K +$1.11K +25 +2%
VNA
519
Valley National Advisers
Pennsylvania
$48K – – –
PP
520
Pacifica Partners
Canada
$47.4K – – –
AAG
521
Accordant Advisory Group
Maryland
$45.3K – – –
GWS
522
Glassman Wealth Services
Virginia
$44.2K – – –
SC
523
SouthState Corp
Florida
$43.9K +$43.9K +985 New
WT
524
Washington Trust
Rhode Island
$40.4K +$40.4K +907 New
CWM
525
Compass Wealth Management
Connecticut
$39.6K – – –
19 20
21
22 23