FVD icon

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 %
WIA
151
World Investment Advisors
California
$3.38M -$4.76M -106,762 -58%
CAM
152
Cozad Asset Management
Illinois
$3.35M -$143K -3,213 -4%
GVAG
153
Great Valley Advisor Group
Delaware
$3.33M +$239K +5,352 +8%
KIG
154
Kennedy Investment Group
New Jersey
$3.27M -$159K -3,560 -5%
NLP
155
Next Level Private
New York
$3.23M -$47K -1,055 -1%
Susquehanna International Group
156
Susquehanna International Group
Pennsylvania
$3.21M +$2.54M +56,882 +376%
Fidelity Investments
157
Fidelity Investments
Massachusetts
$3.21M +$1.22M +27,254 +61%
Comerica Bank
158
Comerica Bank
Texas
$3.16M -$30.4K -682 -1%
SI
159
Stephens Inc
Arkansas
$3.15M +$892 +20 +0%
KWM
160
Kingsview Wealth Management
Oregon
$3.14M -$682K -15,287 -18%
WA
161
Waverly Advisors
Alabama
$3.04M +$72.1K +1,617 +2%
ECA
162
Elevated Capital Advisors
Utah
$3.03M -$354K -7,945 -10%
JWCA
163
J.W. Cole Advisors
Florida
$3.01M +$155K +3,467 +5%
PA
164
PFG Advisors
Arizona
$2.98M -$538K -12,069 -15%
OFS
165
OneAscent Financial Services
Alabama
$2.94M +$69.8K +1,566 +2%
CWA
166
Crux Wealth Advisors
California
$2.92M -$29.7K -665 -1%
PAS
167
Park Avenue Securities
New York
$2.89M +$363K +8,140 +14%
RGF
168
Retirement Guys Formula
Ohio
$2.84M -$93.1K -2,088 -3%
NS
169
NBC Securities
Alabama
$2.82M +$2.82M +63,149 +88,942%
NL
170
NWAM LLC
Washington
$2.81M +$127K +2,854 +5%
AFAS
171
Acorn Financial Advisory Services
Virginia
$2.72M -$493K -11,047 -15%
AAP
172
Arax Advisory Partners
Colorado
$2.66M +$1.94M +43,507 +268%
CA
173
Continuum Advisory
Idaho
$2.62M -$115K -2,578 -4%
PS
174
Principal Securities
Iowa
$2.62M – – –
EFL
175
ERn Financial LLC
Wisconsin
$2.54M -$312K -7,008 -11%
5 6
7
8 9