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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 %
FAIM
576
Financial Advocates Investment Management
Washington
– -$3.58M -82,087 Closed
SW
577
Simplicity Wealth
New Jersey
– -$3.44M -78,772 Closed
Jane Street
578
Jane Street
New York
– -$1.55M -35,473 Closed
CWA
579
Clarus Wealth Advisors
Arizona
– -$649K -15,124 Closed
CFGS
580
Concourse Financial Group Securities
Alabama
– -$661K -14,937 Closed
LWM
581
Laidlaw Wealth Management
New York
– -$648K -14,850 Closed
GS
582
GTS Securities
New York
– -$499K -11,445 Closed
M1FG
583
Mach-1 Financial Group
Arkansas
– -$464K -10,626 Closed
IA
584
Insight Advisors
Pennsylvania
– -$373K -8,571 Closed
NCFG
585
New Century Financial Group
New Jersey
– -$366K -8,383 Closed
QCG
586
Quadrant Capital Group
Ohio
– -$350K -8,030 Closed
WCFA
587
Walkner Condon Financial Advisors
Wisconsin
– -$317K -7,254 Closed
TA
588
TrueWealth Advisors
Alabama
– -$283K -6,479 Closed
BAS
589
Breakthru Advisory Services
Wisconsin
– -$270K -6,190 Closed
PIAS
590
PCA Investment Advisory Services
Ohio
– -$259K -5,931 Closed
SIM
591
Stratos Investment Management
Ohio
– -$242K -5,555 Closed
Neuberger Berman Group
592
Neuberger Berman Group
New York
– -$231K -5,290 Closed
M
593
MATAURO
New York
– -$213K -4,886 Closed
TCA
594
Transcend Capital Advisors
New Jersey
– -$212K -4,857 Closed
CFB
595
Cullen/Frost Bankers
Texas
– -$207K -4,736 Closed
NWA
596
Navis Wealth Advisors
New York
– -$203K -4,653 Closed
VWM
597
Venturi Wealth Management
Texas
– -$149K -3,425 Closed
VHAM
598
Van Hulzen Asset Management
California
– -$119K -2,717 Closed
PFG
599
Putney Financial Group
California
– -$86K -1,970 Closed
LDB
600
Lee, Danner & Bass
Tennessee
– -$50.1K -1,149 Closed
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