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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 %
SIS
601
Strategic Investment Solutions
Illinois
– -$23.7K -531 Closed
BFS
602
Burkett Financial Services
South Carolina
– -$13.4K -300 Closed
NA
603
Nordwand Advisors
Pennsylvania
– -$7.63K -171 Closed
GCM
604
GKV Capital Management
California
– -$4.24K -95 Closed
SAM
605
Smartleaf Asset Management
Massachusetts
– -$1.41K -32 Closed
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