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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 %
FPW
76
Fairvoy Private Wealth
Alabama
$7.87M +$3.44M +77,021 +78%
CF
77
Claris Financial
Virginia
$7.85M -$3.11M -69,475 -28%
1SB
78
1ST Source Bank
Indiana
$7.79M -$589K -13,166 -7%
GWP
79
Gateway Wealth Partners
Wisconsin
$7.77M -$106K -2,369 -1%
CA
80
Crumly & Associates
Illinois
$7.31M -$289K -6,472 -4%
OC
81
Oppenheimer & Co
New York
$7.27M +$10.7K +240 +0.1%
CCIA
82
Cherry Creek Investment Advisors
Colorado
$7.18M +$149K +3,324 +2%
HIS
83
Harvest Investment Services
Illinois
$7.12M +$99.1K +2,217 +1%
SFWC
84
Strategic Family Wealth Counselors
New Jersey
$7.03M -$49.3K -1,104 -0.7%
FA
85
Flagstar Advisors
New York
$6.93M -$1.77M -39,654 -20%
BPA
86
Beacon Pointe Advisors
California
$6.89M -$240K -5,371 -3%
Envestnet Portfolio Solutions
87
Envestnet Portfolio Solutions
Illinois
$6.85M -$4.81M -107,619 -41%
Citadel Advisors
88
Citadel Advisors
Florida
$6.82M +$1.45M +32,397 +27%
P
89
&Partners
Tennessee
$6.8M +$2.12M +47,382 +45%
WS
90
Wedbush Securities
California
$6.75M -$163K -3,655 -2%
CCFM
91
Clear Creek Financial Management
Washington
$6.69M -$459K -10,272 -6%
CWMK
92
Caliber Wealth Management (Kansas)
Kansas
$6.65M -$357K -7,981 -5%
IWM
93
IHT Wealth Management
Illinois
$6.4M -$315K -7,054 -5%
MP
94
Moment Partners
California
$6.23M +$14.4K +322 +0.2%
ALA
95
Atlas Legacy Advisors
California
$6.16M +$47.3K +1,059 +0.8%
AF
96
Allworth Financial
California
$6.16M -$106K -2,382 -2%
SWGC
97
Summit Wealth Group (Colorado)
Colorado
$6.16M +$6.16M +137,719 New
MMA
98
Miracle Mile Advisors
California
$6.12M +$6.12M +136,925 New
1W
99
1776 Wealth
Georgia
$6.04M +$117K +2,611 +2%
DFA
100
DHJJ Financial Advisors
Illinois
$5.98M -$113K -2,535 -2%
2 3
4
5 6