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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 %
PGAM
551
Princeton Global Asset Management
New Jersey
$13.4K – – –
BFS
552
Burkett Financial Services
South Carolina
$13.4K +$13.4K +300 New
SL
553
Salomon & Ludwin
Virginia
$12.1K – – –
WT
554
Whittier Trust
California
$11.4K +$134 +3 +1%
PP
555
PFS Partners
New Jersey
$10.7K -$6.73K -151 -39%
OWP
556
ORG Wealth Partners
Texas
$10.6K +$10.6K +237 New
SC
557
Swan Capital
Florida
$10.4K +$10.4K +234 New
PMFA
558
Plante Moran Financial Advisors
Michigan
$8.92K – – –
S
559
SignatureFD
Georgia
$8.43K +$6.02K +135 +250%
SCM
560
Sterling Capital Management
North Carolina
$7.94K – – –
NA
561
Nordwand Advisors
Pennsylvania
$7.63K – – –
ANBT
562
American National Bank & Trust
Texas
$7.4K +$7.4K +166 New
MEG
563
Millstone Evans Group
Colorado
$6.69K – – –
SIC
564
Salem Investment Counselors
North Carolina
$6.6K – – –
LC
565
Luminist Capital
Michigan
$6.23K – – –
RPA
566
Redwood Park Advisors
California
$5.57K – – –
CFP
567
Comprehensive Financial Planning
Pennsylvania
$5.04K – – –
CAWM
568
Capital A Wealth Management
Pennsylvania
$4.77K +$2.85K +64 +149%
SS
569
SBI Securities
Japan
$4.64K -$5.8K -130 -56%
GCM
570
GKV Capital Management
California
$4.24K +$4.24K +95 New
EAM
571
Eukles Asset Management
Ohio
$2.72K – – –
SAM
572
Smartleaf Asset Management
Massachusetts
$1.41K – – –
FRA
573
Front Row Advisors
California
$1.12K – – –
FDW
574
Fourth Dimension Wealth
Ohio
$134 – – –
BA
575
Ballew Advisors
Mississippi
– -$4.78M -111,415 Closed
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