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First Trust Value Line Dividend Fund
FVD

Overview Fund Activity

568 hedge funds and large institutions have $5.69B invested in First Trust Value Line Dividend Fund in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 184 increasing their positions, 263 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
568
Holders Change
-5
Holders Change %
-0.87%
% of All Funds
7.61%
Holding in Top 10
33
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.81%
% of All Funds
0.44%
New
39
Increased
184
Reduced
263
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$33.9M
2
MWM
Modern Wealth Management
Kansas
+$12M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$10.5M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$10.1M
5
CIA
Concurrent Investment Advisors
Florida
+$9.59M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$24.6M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$22.1M
3
LFG
Larson Financial Group
Missouri
-$15.7M
4
Raymond James Financial
Raymond James Financial
Florida
-$14.2M
5
PAG
Private Advisor Group
New Jersey
-$11.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
576
EPG Wealth Management
Georgia
– -$879K -19,705 Closed
RBWA
577
RFG - Bristol Wealth Advisors
Massachusetts
– -$712K -15,967 Closed
ARC
578
Advisor Resource Council
Texas
– -$459K -10,299 Closed
LT
579
Legacy Trust
Michigan
– -$436K -9,775 Closed
TC
580
TownSquare Capital
Utah
– -$407K -9,119 Closed
CBB
581
Citizens Business Bank
California
– -$406K -9,100 Closed
MWM
582
Maridea Wealth Management
New York
– -$371K -8,328 Closed
SPG
583
Strategic Planning Group
Utah
– -$341K -7,637 Closed
Fisher Asset Management
584
Fisher Asset Management
Washington
– -$333K -7,477 Closed
SIAS
585
Summit Investment Advisory Services
Minnesota
– -$328K -7,363 Closed
GS
586
GWN Securities
Florida
– -$290K -6,599 Closed
XT
587
XTX Topco
Cayman Islands
– -$285K -6,400 Closed
RWM
588
Revisor Wealth Management
Ohio
– -$253K -5,672 Closed
NW
589
Naviter Wealth
Arkansas
– -$237K -5,338 Closed
AA
590
ACT Advisors
North Carolina
– -$224K -5,031 Closed
LHC
591
Little House Capital
Massachusetts
– -$222K -4,982 Closed
WAM
592
WealthTrust Asset Management
Florida
– -$220K -4,943 Closed
PCIA
593
Prime Capital Investment Advisors
Kansas
– -$214K -4,796 Closed
KeyBank National Association
594
KeyBank National Association
Ohio
– -$209K -4,689 Closed
AWM
595
Avior Wealth Management
Nebraska
– -$207K -4,635 Closed
CA
596
Clearstead Advisors
Ohio
– -$140K -3,148 Closed
HCP
597
Hexagon Capital Partners
Arkansas
– -$69.2K -1,553 Closed
WT
598
Washington Trust
Rhode Island
– -$40.4K -907 Closed
CWM
599
Compass Wealth Management
Connecticut
– -$39.6K -888 Closed
HCA
600
Heck Capital Advisors
Wisconsin
– -$29.2K -655 Closed
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