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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 %
CA
176
Claro Advisors
Massachusetts
$2.53M +$2.77K +62 +0.1%
PIA
177
Perennial Investment Advisors
California
$2.52M -$275K -6,157 -10%
TA
178
TFG Advisers
Michigan
$2.5M -$10.7K -240 -0.4%
MSFS
179
Main Street Financial Solutions
Pennsylvania
$2.44M +$2.16M +48,505 +785%
TRCT
180
Tower Research Capital (TRC)
New York
$2.31M +$405K +9,076 +21%
BNP Paribas Financial Markets
181
BNP Paribas Financial Markets
France
$2.29M -$2.94M -66,023 -56%
PWP
182
Pursue Wealth Partners
California
$2.26M – – –
TCM
183
Triumph Capital Management
Colorado
$2.26M +$201K +4,511 +10%
FB
184
Finward Bancorp
Indiana
$2.24M -$12.4K -277 -0.5%
PSF
185
Pacific Sun Financial
California
$2.22M -$892 -20 -0%
Two Sigma Investments
186
Two Sigma Investments
New York
$2.18M +$2.18M +48,900 New
ACM
187
Advance Capital Management
Michigan
$2.15M -$954K -21,398 -31%
SWM
188
Spire Wealth Management
Virginia
$2.15M +$49.3K +1,106 +2%
LWP
189
Laurel Wealth Planning
Minnesota
$2.14M -$4.86K -109 -0.2%
FNWM
190
Financial Network Wealth Management
Utah
$2.14M -$276K -6,199 -11%
Mercer Global Advisors
191
Mercer Global Advisors
Colorado
$2.12M +$153K +3,435 +8%
AAS
192
Asset Allocation Strategies
Michigan
$2.12M +$1.54M +34,560 +267%
WMWM
193
Whitaker-Myers Wealth Managers
Ohio
$2.09M -$23.1K -519 -1%
GIA
194
Gladstone Institutional Advisory
Florida
$2.09M -$55.1K -1,235 -3%
MCM
195
MAI Capital Management
Ohio
$2.07M -$146K -3,269 -7%
AFP
196
Ausdal Financial Partners
Iowa
$2.04M -$676K -15,161 -25%
PTC
197
Private Trust Company
Ohio
$2.02M +$34.7K +778 +2%
AWM
198
Accel Wealth Management
Iowa
$1.98M -$86.5K -1,940 -4%
SA
199
Sovran Advisors
California
$1.91M -$438K -10,202 -19%
RA
200
RFG Advisory
Alabama
$1.87M +$4.01K +90 +0.2%
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