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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
7.62%
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
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$249M
2
MWM
2
Modern Wealth Management
Kansas
$12M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$179M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$81.5M
5
CIA
5
Concurrent Investment Advisors
Florida
$18.9M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$114M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$67.4M
3
LFG
3
Larson Financial Group
Missouri
$11M
4
Raymond James Financial
4
Raymond James Financial
Florida
$267M
5
PAG
5
Private Advisor Group
New Jersey
$34.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
176
Park Avenue Securities
New York
$2.61M -$287K -6,420 -10%
AFAS
177
Acorn Financial Advisory Services
Virginia
$2.58M -$141K -3,154 -5%
CA
178
Claro Advisors
Massachusetts
$2.51M -$26.7K -597 -1%
AAS
179
Asset Allocation Strategies
Michigan
$2.51M +$383K +8,563 +18%
TA
180
TFG Advisers
Michigan
$2.51M +$1.74K +39 +0.1%
AAP
181
Arax Advisory Partners
Colorado
$2.45M -$220K -4,915 -8%
AAS
182
Ameritas Advisory Services
Nebraska
$2.39M -$1.93M -43,168 -45%
PA
183
PFG Advisors
Arizona
$2.37M -$610K -13,657 -20%
NS
184
NBC Securities
Alabama
$2.34M -$491K -10,983 -17%
MCM
185
MAI Capital Management
Ohio
$2.32M +$245K +5,490 +12%
PWP
186
Pursue Wealth Partners
California
$2.26M – – –
FB
187
Finward Bancorp
Indiana
$2.24M -$3.35K -75 -0.1%
EFL
188
ERn Financial LLC
Wisconsin
$2.22M -$324K -7,255 -13%
PSF
189
Pacific Sun Financial
California
$2.21M -$10.7K -240 -0.5%
TCM
190
Triumph Capital Management
Colorado
$2.13M -$130K -2,909 -6%
LWP
191
Laurel Wealth Planning
Minnesota
$2.08M -$69.6K -1,557 -3%
CWA
192
Crux Wealth Advisors
California
$2.08M -$855K -19,130 -29%
PIA
193
Perennial Investment Advisors
California
$2.08M -$452K -10,122 -18%
Mercer Global Advisors
194
Mercer Global Advisors
Colorado
$2.02M -$110K -2,465 -5%
AFP
195
Ausdal Financial Partners
Iowa
$2.01M -$40.6K -908 -2%
WMWM
196
Whitaker-Myers Wealth Managers
Ohio
$1.97M -$125K -2,804 -6%
ACM
197
Advance Capital Management
Michigan
$1.95M -$211K -4,720 -10%
CWM
198
Centurion Wealth Management
Virginia
$1.94M +$31.6K +708 +2%
FIA
199
Foundations Investment Advisors
Arizona
$1.9M +$822K +18,384 +76%
MIM
200
Marshall Investment Management
Colorado
$1.9M -$5.15M -115,242 -73%
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