FVD icon

First Trust Value Line Dividend Fund

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.

Holders
568
Holders Change
-5
Holders Change %
-0.87%
% of All Funds
7.62%
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
Name Holding Trade Value Shares
Change
Shares
Change %
KWM
151
Kingsview Wealth Management
Oregon
$3.46M +$313K +6,992 +10%
BPFA
152
Barnes Pettey Financial Advisors
Mississippi
$3.46M -$107K -2,392 -3%
KIA
153
Kraematon Investment Advisors
Massachusetts
$3.39M -$38.5K -861 -1%
Focus Partners Wealth
154
Focus Partners Wealth
Massachusetts
$3.39M -$53.2K -1,190 -2%
Qube Research & Technologies (QRT)
155
Qube Research & Technologies (QRT)
United Kingdom
$3.37M +$1.84M +41,270 +121%
CAM
156
Cozad Asset Management
Illinois
$3.36M +$4.96K +111 +0.1%
CAS
157
Coppell Advisory Solutions
Texas
$3.32M -$513K -11,540 -13%
WIA
158
World Investment Advisors
California
$3.31M -$81.5K -1,824 -2%
Fidelity Investments
159
Fidelity Investments
Massachusetts
$3.3M +$80.9K +1,809 +3%
NLP
160
Next Level Private
New York
$3.23M -$8.49K -190 -0.3%
OFS
161
OneAscent Financial Services
Alabama
$3.21M +$257K +5,756 +9%
Susquehanna International Group
162
Susquehanna International Group
Pennsylvania
$3.2M -$22.4K -500 -0.7%
SI
163
Stephens Inc
Arkansas
$3.12M -$40.7K -910 -1%
GVAG
164
Great Valley Advisor Group
Delaware
$3.1M -$235K -5,258 -7%
KIG
165
Kennedy Investment Group
New Jersey
$3.04M -$240K -5,364 -7%
FAIM
166
Financial Advocates Investment Management
Washington
$3.04M +$3.04M +67,939 New
ECA
167
Elevated Capital Advisors
Utah
$3.03M
JWCA
168
J.W. Cole Advisors
Florida
$2.97M -$40.1K -896 -1%
CA
169
Continuum Advisory
Idaho
$2.88M +$248K +5,544 +9%
WA
170
Waverly Advisors
Alabama
$2.86M -$188K -4,196 -6%
RGF
171
Retirement Guys Formula
Ohio
$2.86M +$13.9K +310 +0.5%
PS
172
Principal Securities
Iowa
$2.81M +$127K +2,831 +5%
Bank of New York Mellon
173
Bank of New York Mellon
New York
$2.7M -$840K -18,803 -24%
FFA
174
Farther Finance Advisors
California
$2.7M +$1.78M +39,890 +195%
IWM
175
Iams Wealth Management
Nebraska
$2.68M -$782K -17,489 -23%