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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 %
TW
101
Towerpoint Wealth
California
$5.9M +$192K +4,303 +3%
AI
102
Atria Investments
North Carolina
$5.76M -$517K -11,573 -8%
HSWS
103
Higgins & Schmidt Wealth Strategies
Colorado
$5.55M -$1.43M -32,102 -21%
CL
104
CLG LLC
California
$5.45M -$177K -3,957 -3%
FTUS
105
Flow Traders U.S.
New York
$5.45M +$1.82M +40,718 +50%
BC
106
Barrett & Company
Rhode Island
$5.42M +$777K +17,386 +17%
MA
107
Mutual Advisors
Nebraska
$5.34M +$627K +13,663 +13%
AWA
108
Arkadios Wealth Advisors
Georgia
$5.18M +$302K +6,757 +6%
WAP
109
Wealthcare Advisory Partners
Pennsylvania
$5.14M -$92.4K -2,068 -2%
KDA
110
Kraft Davis & Associates
Missouri
$5.11M -$181K -3,982 -3%
SPC
111
Sigma Planning Corp
Michigan
$5.07M +$149K +3,341 +3%
WWM
112
Wagner Wealth Management
South Carolina
$5.06M -$314K -7,023 -6%
BWG
113
Balanced Wealth Group
Ohio
$4.97M -$168K -3,741 -3%
BCI
114
Brinker Capital Investments
Pennsylvania
$4.96M -$1.89M -42,280 -28%
VF
115
Virtu Financial
New York
$4.92M +$381K +8,531 +8%
GRP
116
Global Retirement Partners
California
$4.88M +$4.88M +109,133 New
WWM
117
Western Wealth Management
Colorado
$4.85M -$115K -2,583 -2%
TCFP
118
Treasure Coast Financial Planning
Florida
$4.84M +$19.4K +433 +0.4%
FPWM
119
FSB Premier Wealth Management
Iowa
$4.83M -$482K -10,791 -9%
SCA
120
Snowden Capital Advisors
New York
$4.81M -$136K -3,042 -3%
Creative Planning
121
Creative Planning
Kansas
$4.79M -$3.55M -79,315 -43%
FCM
122
Family Capital Management
Michigan
$4.75M -$48.5K -1,084 -1%
FA
123
Fountainhead AM
New Jersey
$4.73M -$391K -8,757 -8%
CA
124
Calton & Associates
Florida
$4.7M +$4.32M +96,749 +1,147%
TRCT
125
Tower Research Capital (TRC)
New York
$4.7M +$2.38M +53,280 +103%
3 4
5
6 7