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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 %
SEP
126
Southland Equity Partners
Missouri
$4.39M -$54.5K -1,222 -1%
MQWP
127
Morey & Quinn Wealth Partners
Nebraska
$4.38M +$74.8K +1,678 +2%
SWTS
128
Stonehaven Wealth & Tax Solutions
Wisconsin
$4.25M +$1.42M +31,946 +50%
AAS
129
Ameritas Advisory Services
Nebraska
$4.23M -$1.24M -28,341 -23%
CWM
130
Cornerstone Wealth Management
Missouri
$4.21M -$431K -9,676 -9%
SEIA
131
Signature Estate & Investment Advisors
California
$4.18M -$176K -3,939 -4%
CPIG
132
Chicago Partners Investment Group
Illinois
$4.16M -$47K -1,071 -1%
AA
133
Advisory Alpha
Michigan
$4.05M -$101K -2,267 -2%
HIA
134
Harbor Investment Advisory
Maryland
$4.05M -$200K -4,484 -5%
GA
135
Goldstein Advisors
Wisconsin
$4.04M -$4.1K -92 -0.1%
VA
136
Valmark Advisers
Ohio
$4.02M -$83.7K -1,877 -2%
CAS
137
Coppell Advisory Solutions
Texas
$3.78M -$2.8M -64,032 -43%
KAS
138
KPP Advisory Services
Kentucky
$3.7M -$143K -3,214 -4%
IF
139
Intrua Financial
Texas
$3.68M -$304K -6,810 -8%
KWM
140
Kaydan Wealth Management
Michigan
$3.66M -$27.8K -624 -0.8%
SAM
141
Secure Asset Management
Michigan
$3.65M -$10.1K -227 -0.3%
FTUS
142
Flow Traders U.S.
New York
$3.62M -$3.68M -82,572 -50%
SP
143
Stablepoint Partners
Massachusetts
$3.6M -$566K -12,696 -14%
CCA
144
Cottonwood Capital Advisors
Utah
$3.59M -$65.9K -1,479 -2%
BPFA
145
Barnes Pettey Financial Advisors
Mississippi
$3.56M -$1.09M -24,557 -24%
Bank of New York Mellon
146
Bank of New York Mellon
New York
$3.53M -$411K -9,208 -10%
IWM
147
Iams Wealth Management
Nebraska
$3.46M -$1.15M -25,860 -25%
Focus Partners Wealth
148
Focus Partners Wealth
Massachusetts
$3.43M +$159K +3,574 +5%
KIA
149
Kraematon Investment Advisors
Massachusetts
$3.42M -$38.2K -857 -1%
IAIM
150
International Assets Investment Management
Florida
$3.42M -$1.29K -29 -0%
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