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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 %
US Bancorp
51
US Bancorp
Minnesota
$12.8M +$244K +5,467 +2%
CB
52
Commerce Bank
Missouri
$12.7M – – –
KCM
53
Kaye Capital Management
California
$12.6M -$70.5K -1,582 -0.6%
RCAG
54
Rehmann Capital Advisory Group
Michigan
$12.3M +$285K +6,396 +2%
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$11.9M -$558K -12,521 -4%
Envestnet Portfolio Solutions
56
Envestnet Portfolio Solutions
Illinois
$11.6M -$122K -2,735 -1%
WIP
57
WealthCare Investment Partners
Rhode Island
$11.5M +$638K +15,052 +6%
AF
58
Apexium Financial
Texas
$11.2M -$407K -9,118 -4%
PCG
59
Prosperity Consulting Group
Maryland
$11.1M -$295K -6,621 -3%
SOS
60
Silver Oak Securities
Tennessee
$11M -$498K -11,265 -4%
GWM
61
Geneos Wealth Management
Colorado
$10.9M +$7.62M +170,933 +234%
BFA
62
Beacon Financial Advisory
Ohio
$10.8M -$322K -7,215 -3%
CF
63
Claris Financial
Virginia
$10.7M – – –
IWC
64
Integrated Wealth Concepts
Massachusetts
$10.5M +$805K +18,056 +8%
HFP
65
Holistic Financial Partners
Indiana
$10.3M +$525K +11,767 +5%
William Blair & Company
66
William Blair & Company
Illinois
$9.55M -$541K -12,138 -5%
IA
67
IFP Advisors
Florida
$9.38M -$1.06M -23,661 -10%
CIA
68
Concurrent Investment Advisors
Florida
$9.33M +$162K +3,623 +2%
BWA
69
BlueChip Wealth Advisors
Georgia
$9.12M +$1.04M +23,312 +13%
AssetMark Inc
70
AssetMark Inc
California
$9.04M -$110K -2,462 -1%
SWIA
71
Solano Wealth Investment Advisors
California
$8.93M +$6.63M +148,759 +289%
FA
72
Flagstar Advisors
New York
$8.69M -$150K -3,374 -2%
PWA
73
PCG Wealth Advisors
Kansas
$8.59M -$1.36M -30,568 -14%
EH
74
Equitable Holdings
New York
$8.46M -$4.64K -104 -0.1%
1SB
75
1ST Source Bank
Indiana
$8.36M +$89.2K +2,000 +1%
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