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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 %
CB
51
Commerce Bank
Missouri
$12.7M – – –
WIP
52
WealthCare Investment Partners
Rhode Island
$12.7M +$366K +8,042 +3%
RCAG
53
Rehmann Capital Advisory Group
Michigan
$12.7M +$370K +8,269 +3%
AWS
54
Atria Wealth Solutions
New York
$12.2M -$7.01M -155,064 -36%
KCM
55
Kaye Capital Management
California
$12M -$650K -14,541 -5%
MWM
56
Modern Wealth Management
Kansas
$12M +$12M +268,684 New
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$11.8M -$76.3K -1,708 -0.6%
AF
58
Apexium Financial
Texas
$11.1M -$123K -2,748 -1%
LFG
59
Larson Financial Group
Missouri
$11M -$15.7M -351,926 -59%
BNP Paribas Financial Markets
60
BNP Paribas Financial Markets
France
$11M +$8.68M +194,243 +379%
HFP
61
Holistic Financial Partners
Indiana
$11M +$649K +14,512 +6%
PCG
62
Prosperity Consulting Group
Maryland
$10.8M -$333K -7,457 -3%
BFA
63
Beacon Financial Advisory
Ohio
$10.8M +$224 +5 +0%
SOS
64
Silver Oak Securities
Tennessee
$10.5M -$676K -15,127 -6%
IWC
65
Integrated Wealth Concepts
Massachusetts
$10.3M -$215K -4,815 -2%
US Bancorp
66
US Bancorp
Minnesota
$10.3M -$2.5M -55,933 -20%
William Blair & Company
67
William Blair & Company
Illinois
$9.45M -$118K -2,633 -1%
Goldman Sachs
68
Goldman Sachs
New York
$9.43M +$2.62M +58,689 +39%
EH
69
Equitable Holdings
New York
$9.37M +$894K +19,996 +11%
GWM
70
Geneos Wealth Management
Colorado
$9.08M -$1.83M -40,934 -17%
PWA
71
PCG Wealth Advisors
Kansas
$9.01M +$397K +8,882 +5%
BWA
72
BlueChip Wealth Advisors
Georgia
$8.96M -$182K -4,066 -2%
IA
73
IFP Advisors
Florida
$8.81M -$596K -13,341 -6%
AssetMark Inc
74
AssetMark Inc
California
$8.78M -$284K -6,358 -3%
CWM
75
Concentrum Wealth Management
California
$8.76M +$409K +9,143 +5%
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