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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 %
CWM
201
Centurion Wealth Management
Virginia
$1.86M – – –
LSIA
202
LaSalle St. Investment Advisors
Illinois
$1.86M +$1.86M +41,701 New
FHC
203
First Heartland Consultants
Missouri
$1.85M -$986K -22,120 -35%
SWA
204
Stratos Wealth Advisors
Ohio
$1.84M -$171K -3,844 -9%
MCWS
205
McKinley Carter Wealth Services
West Virginia
$1.81M -$50K -1,121 -3%
TWM
206
TCFG Wealth Management
California
$1.78M -$9.81K -220 -0.5%
FFN
207
Focus Financial Network
Minnesota
$1.76M +$107K +2,403 +6%
SB
208
Strategic Blueprint
Georgia
$1.75M -$928K -20,801 -35%
AF
209
Apollon Financial
South Carolina
$1.74M -$142K -3,190 -8%
WIM
210
Westside Investment Management
California
$1.73M +$12.8K +288 +0.7%
WC
211
Waterloo Capital
Texas
$1.73M +$103K +2,316 +6%
GAA
212
Global Assets Advisory
Florida
$1.72M +$1.14M +26,740 +198%
WAM
213
Walker Asset Management
Missouri
$1.69M -$6.24K -140 -0.4%
FH
214
FWG Holdings
Florida
$1.65M -$320K -7,313 -16%
CIAS
215
Capital Investment Advisory Services
North Carolina
$1.63M -$151K -3,388 -8%
VCM
216
Virtue Capital Management
Tennessee
$1.63M +$1.63M +36,480 New
KCFA
217
Key Client Fiduciary Advisors
New Jersey
$1.63M +$202K +4,537 +14%
FPAS
218
Focus Partners Advisor Solutions
Missouri
$1.62M -$435K -9,761 -21%
SC
219
Savant Capital
Illinois
$1.6M -$130K -2,918 -8%
CFCI
220
Comprehensive Financial Consultants Institutional
Indiana
$1.59M +$981 +22 +0.1%
KWA
221
Kingswood Wealth Advisors
California
$1.58M -$277K -6,223 -15%
SWAG
222
Spectrum Wealth Advisory Group
California
$1.56M -$85K -1,907 -5%
SFS
223
Sowell Financial Services
Arkansas
$1.55M -$177K -3,964 -10%
WWA
224
WCG Wealth Advisors
Nevada
$1.53M -$395K -8,856 -20%
QFW
225
QTR Family Wealth
Florida
$1.53M +$1.53M +34,347 New
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