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 %
Morgan Stanley
1
Morgan Stanley
New York
$891M -$47.3M -1,059,823 -5%
LPL Financial
2
LPL Financial
California
$787M +$1.6M +35,918 +0.2%
Bank of America
3
Bank of America
North Carolina
$298M -$30M -672,521 -9%
Raymond James Financial
4
Raymond James Financial
Florida
$280M -$18.6M -416,271 -6%
Wells Fargo
5
Wells Fargo
California
$279M -$17.8M -399,440 -6%
Ameriprise
6
Ameriprise
Minnesota
$214M -$2.41M -54,215 -1%
UBS Group
7
UBS Group
Switzerland
$177M -$8.16M -182,949 -4%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$168M -$4.91M -110,204 -3%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$147M -$1.94M -43,506 -1%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$138M +$15.5M +347,621 +13%
Osaic Holdings
11
Osaic Holdings
Arizona
$115M +$42.8M +960,844 +60%
Stifel Financial
12
Stifel Financial
Missouri
$101M -$1.55M -34,770 -2%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$91M -$355K -7,954 -0.4%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$89.2M +$5.38M +120,750 +6%
HighTower Advisors
15
HighTower Advisors
Illinois
$81.4M -$702K -15,746 -0.9%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$71.3M -$2.49M -55,939 -3%
Truist Financial
17
Truist Financial
North Carolina
$60.6M -$778K -17,438 -1%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$49.2M -$1.84M -41,359 -4%
PAG
19
Private Advisor Group
New Jersey
$45.9M -$9.22M -206,802 -17%
KAS
20
Kestra Advisory Services
Texas
$42.6M -$1.5M -33,670 -3%
PFS
21
Prospera Financial Services
Texas
$37.4M +$651K +14,584 +2%
NEPWA
22
New England Private Wealth Advisors
Massachusetts
$33.8M -$256K -5,748 -0.8%
HI
23
Harbour Investments
Wisconsin
$30.3M -$3.38M -75,833 -10%
IA
24
Intellus Advisors
Florida
$28.9M +$635K +14,252 +2%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$27M -$1.73M -38,818 -6%
1
2 3 4 5