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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 %
CWM
76
Concentrum Wealth Management
California
$8.33M +$597K +13,378 +8%
Creative Planning
77
Creative Planning
Kansas
$8.31M +$6.7M +150,233 +416%
GWP
78
Gateway Wealth Partners
Wisconsin
$7.86M -$70K -1,570 -0.9%
CA
79
Crumly & Associates
Illinois
$7.58M -$17.8K -399 -0.2%
IAA
80
Independent Advisor Alliance
North Carolina
$7.58M -$8.23M -184,548 -52%
OC
81
Oppenheimer & Co
New York
$7.24M -$206K -4,619 -3%
CCFM
82
Clear Creek Financial Management
Washington
$7.13M -$643K -14,411 -8%
BPA
83
Beacon Pointe Advisors
California
$7.11M +$30.4K +682 +0.4%
SFWC
84
Strategic Family Wealth Counselors
New Jersey
$7.06M +$47.7K +1,070 +0.7%
MIM
85
Marshall Investment Management
Colorado
$7.04M +$4.42M +99,146 +169%
CCIA
86
Cherry Creek Investment Advisors
Colorado
$7.02M +$682K +15,303 +11%
HIS
87
Harvest Investment Services
Illinois
$7M +$190K +4,254 +3%
CWMK
88
Caliber Wealth Management (Kansas)
Kansas
$6.99M +$6.99M +156,766 New
HSWS
89
Higgins & Schmidt Wealth Strategies
Colorado
$6.96M -$234K -5,251 -3%
WS
90
Wedbush Securities
California
$6.89M +$274K +6,146 +4%
BCI
91
Brinker Capital Investments
Pennsylvania
$6.84M -$102K -2,288 -1%
OPS
92
Orion Portfolio Solutions
Nebraska
$6.84M -$102K -2,288 -1%
Goldman Sachs
93
Goldman Sachs
New York
$6.79M +$1.19M +26,718 +21%
IWM
94
IHT Wealth Management
Illinois
$6.69M -$36.1K -810 -0.5%
AWM
95
AE Wealth Management
Kansas
$6.39M -$317K -7,100 -5%
AI
96
Atria Investments
North Carolina
$6.26M -$1.11M -24,936 -15%
MP
97
Moment Partners
California
$6.2M -$61K -1,369 -1%
AF
98
Allworth Financial
California
$6.11M -$102K -2,348 -2%
ALA
99
Atlas Legacy Advisors
California
$6.1M -$118K -2,655 -2%
DFA
100
DHJJ Financial Advisors
Illinois
$6.08M -$292K -6,543 -5%
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4
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