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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 %
CFS
526
Compass Financial Services
Iowa
$38.5K +$267 +6 +0.7%
IRC
527
Investors Research Corp
Georgia
$37.5K – – –
GEA
528
Glen Eagle Advisors
New Jersey
$35.1K +$134 +3 +0.4%
PSFG
529
Park Square Financial Group
Georgia
$31.5K – – –
HCA
530
Heck Capital Advisors
Wisconsin
$29.2K – – –
CWM
531
Consultiva Wealth Management
Puerto Rico
$29K +$29K +650 New
AEPWM
532
Atlantic Edge Private Wealth Management
Florida
$25.4K +$25.4K +570 New
SIS
533
Strategic Investment Solutions
Illinois
$23.7K – – –
TC
534
Truvestments Capital
Florida
$23.1K +$23.1K +519 New
FFWM
535
Future Financial Wealth Management
Ohio
$22.3K -$36.8K -825 -62%
CAL
536
Capital Analysts LLC
Pennsylvania
$22K +$22K +483 New
SIS
537
Sound Income Strategies
Florida
$21.6K +$21.6K +484 New
Q1WB
538
Quest 10 Wealth Builders
Virginia
$21K -$2.72K -61 -11%
HFS
539
Hantz Financial Services
Michigan
$21K +$21K +474 New
CNBTD
540
Citizens National Bank Trust Department
Mississippi
$20.1K – – –
T
541
Transce3nd
Texas
$20.1K +$4.99K +112 +33%
HWA
542
HHM Wealth Advisors
Tennessee
$19.4K – – –
DWM
543
Dogwood Wealth Management
Kansas
$19.2K – – –
AWM
544
AllSquare Wealth Management
New York
$19K – – –
CI
545
CX Institutional
Indiana
$18K +$18K +406 New
GIA
546
GHP Investment Advisors
Colorado
$16.9K +$134 +3 +0.8%
AIP
547
Ameritas Investment Partners
Nebraska
$16.4K – – –
HWM
548
Hemington Wealth Management
Virginia
$15K – – –
HWA
549
Heritage Wealth Advisors
Virginia
$15K – – –
HFS
550
Hughes Financial Services
Virginia
$14K +$14K +315 New
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