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First Trust Value Line Dividend Index Fund (FVD) Institutional Ownership

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$42.15
+0.04 (+0.09%)
(As of 05/14/2024 ET)
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Institutional Ownership Changes (13F Filings) for First Trust Value Line Dividend Index Fund (NYSEARCA:FVD)

Number of
Institutional Buyers
(last 12 months)
311
Total
Institutional Inflows
(last 12 months)
$597.21M
Number of
Institutional Sellers
(last 12 months)
316
Total
Institutional Outflows
(last 12 months)
$1.19B
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FVD Institutional Buying and Selling by Quarter

First Trust Value Line Dividend Index Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/15/2024Stonebridge Capital Advisors LLC5,021$212K0.0%N/A0.002%
5/14/2024Axxcess Wealth Management LLC5,188$219K0.0%-9.2%0.002%
5/14/2024CreativeOne Wealth LLC9,063$383K0.0%N/A0.004%
5/14/2024 Owen LaRue LLC6,850$289K0.2%-4.3%0.003%
5/13/2024 O Shaughnessy Asset Management LLC8,604$363K0.0%+29.0%0.004%
5/10/2024 Osaic Holdings Inc.2,321,743$98.04M0.2%-31.3%0.990%
5/10/2024 TIAA Trust National Association11,704$494K0.0%+67.5%0.005%
5/10/2024 1ST Source Bank201,180$8.50M0.5%+0.2%0.086%
5/10/2024 Wintrust Investments LLC302,333$12.77M1.1%+10.0%0.129%
5/10/2024 Nwam LLC38,083$1.58M0.1%-2.0%0.016%
5/10/2024 Gratus Wealth Advisors LLC7,608$305K0.1%-3.5%0.003%
5/9/2024 Orion Portfolio Solutions LLC120,524$5.09M0.1%-14.2%0.051%
5/9/2024 HBK Sorce Advisory LLC13,674$577K0.0%+32.8%0.006%
5/9/2024 Kingsview Wealth Management LLC80,435$3.40M0.1%+7.8%0.034%
5/9/2024 Planning Directions Inc.16,580$700K0.5%-13.4%0.007%
5/9/2024 Koshinski Asset Management Inc.32,539$1.37M0.1%-20.9%0.014%
5/8/2024 Cozad Asset Management Inc.84,284$3.56M0.4%-4.1%0.036%
5/8/2024 Bleakley Financial Group LLC13,959$589K0.0%-2.4%0.006%
5/8/2024 Avantax Advisory Services Inc.758,283$32.02M0.3%-32.1%0.323%
5/8/2024 US Bancorp DE290,681$12.28M0.0%+1.1%0.124%
5/8/2024 Trademark Financial Management LLC17,198$726K0.6%-16.6%0.007%
5/7/2024 Capital Square LLC17,096$722K0.5%N/A0.007%
5/7/2024 Quantum Private Wealth LLC7,327$309K0.1%-5.0%0.003%
5/7/2024 Concurrent Investment Advisors LLC169,905$7.18M0.3%+22.4%0.071%
5/7/2024 WealthPLAN Partners LLC6,709$283K0.0%-66.3%0.003%
5/7/2024 49 Wealth Management LLC13,872$581K0.1%+7.4%0.006%
5/7/2024 Oppenheimer & Co. Inc.154,712$6.53M0.1%-4.1%0.065%
5/7/2024 PFG Advisors48,954$2.07M0.2%-17.4%0.021%
5/7/2024 Insight Advisors LLC PA14,772$624K0.1%-9.2%0.006%
5/6/2024 Envestnet Portfolio Solutions Inc.250,885$10.60M0.0%-4.6%0.105%
5/6/2024 VitalStone Financial LLC13,212$558K0.4%-16.6%0.006%
5/6/2024 TFG Advisers LLC58,251$2.46M1.0%+0.4%0.024%
5/6/2024 Advisory Alpha LLC571,599$24.14M1.0%-1.7%0.240%
5/4/2024 Geneos Wealth Management Inc.44,825$1.89M0.1%-9.0%0.019%
5/4/2024 Glassman Wealth Services991$42K0.0%-51.2%0.000%
5/3/2024 Clarity Capital Partners LLC10,357$437K0.3%+26.7%0.004%
5/3/2024 TFB Advisors LLC7,478$305K0.1%N/A0.003%
5/3/2024 Larson Financial Group LLC190,467$8.04M0.6%+345.5%0.080%
5/3/2024 WealthTrust Asset Management LLC4,759$201K0.2%N/A0.002%
5/3/2024 Rehmann Capital Advisory Group597,179$25.22M1.9%+2.9%0.251%
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5/3/2024 Comprehensive Financial Consultants Institutional Inc.35,928$1.52M0.6%-6.7%0.015%
5/3/2024 Integrity Financial Corp WA71,888$3.04M2.1%-53.9%0.030%
5/2/2024 Mutual Advisors LLC77,642$3.28M0.1%+7.1%0.033%
5/2/2024 Diversified LLC5,158$218K0.0%N/A0.002%
5/2/2024 First Command Advisory Services Inc.60,317$2.55M0.0%-25.8%0.025%
5/2/2024 Lincoln National Corp130,608$5.52M0.1%-4.4%0.055%
5/2/2024 Moloney Securities Asset Management LLC15,576$658K0.1%-1.6%0.007%
5/1/2024 StoneX Group Inc.168,258$7.11M0.8%-12.5%0.071%
5/1/2024 Janney Montgomery Scott LLC655,905$27.70M0.1%-17.5%0.276%
5/1/2024 BNP Paribas Financial Markets19,099$807K0.0%N/A0.008%
5/1/2024 Stegent Equity Advisors Inc.40,855$1.73M1.8%-13.5%0.017%
5/1/2024 Diversify Advisory Services LLC6,265$262K0.0%N/A0.003%
4/30/2024 Private Advisor Group LLC1,475,235$62.30M0.4%-3.8%0.620%
4/30/2024 J.W. Cole Advisors Inc.61,196$2.58M0.1%-5.2%0.026%
4/30/2024 HB Wealth Management LLC6,474$273K0.0%-4.7%0.003%
4/30/2024 SpiderRock Advisors LLC14,274$590K0.0%N/A0.006%
4/30/2024 BlueChip Wealth Advisors LLC190,515$8.05M5.2%-0.5%0.080%
4/30/2024 Fountainhead AM LLC299,064$12.63M3.1%-36.8%0.126%
4/30/2024 Arkadios Wealth Advisors65,752$2.78M0.2%-5.5%0.028%
4/30/2024 Unionview LLC184,287$7.78M6.4%-48.9%0.077%
4/29/2024Commonwealth Equity Services LLC3,322,719$140.32M0.2%-8.3%1.397%
4/29/2024 Greenleaf Trust7,433$314K0.0%-25.0%0.003%
4/29/2024 Benjamin Edwards Inc.17,741$749K0.1%-71.0%0.007%
4/29/2024 Benjamin F. Edwards & Company Inc.507,532$21.43M0.4%-1.6%0.213%
4/27/2024 Treasure Coast Financial Planning100,801$4.26M2.8%+1,547.3%0.042%
4/27/2024 Fonville Wealth Management LLC26,310$1.11M0.5%+12.5%0.011%
4/26/2024 Cottonwood Capital Advisors LLC100,659$4.04M3.2%-4.2%0.042%
4/26/2024 Bellevue Asset Management LLC10,016$423K0.2%-73.4%0.004%
4/26/2024 McKinley Carter Wealth Services Inc.45,773$1.93M0.1%-8.2%0.019%
4/26/2024 SFG Wealth Management LLC.9,609$406K0.2%+13.8%0.004%
4/26/2024 Clear Creek Financial Management LLC184,500$7.79M1.0%-31.9%0.078%
4/26/2024 Chicago Partners Investment Group LLC115,764$4.75M0.2%-18.6%0.049%
4/25/2024 Strategy Asset Managers LLC15,177$641K0.1%-3.7%0.006%
4/25/2024 Capital Investment Advisory Services LLC83,036$3.51M0.4%-20.8%0.035%
4/25/2024 Triumph Capital Management37,695$1.58M0.6%-18.6%0.016%
4/25/2024 Eudaimonia Partners LLC19,045$804K0.2%-60.6%0.008%
4/25/2024 Summit Financial LLC10,397$439K0.0%+25.2%0.004%
4/25/2024 Cambridge Investment Research Advisors Inc.1,836,044$77.54M0.3%-22.8%0.772%
4/24/2024 Private Trust Co. NA45,165$1.91M0.2%-6.1%0.019%
4/24/2024 PSI Advisors LLC12,301$519K0.2%-93.0%0.005%
4/24/2024 Simplicity Wealth LLC93,656$3.96M0.1%N/A0.039%
4/24/2024 NBT Bank N A NY20,558$868K0.1%-12.8%0.009%
4/24/2024 GDS Wealth Management481,748$20.34M2.4%+0.8%0.203%
4/24/2024 Spire Wealth Management257,218$10.86M0.4%-25.0%0.108%
4/23/2024 Wetzel Investment Advisors Inc.19,106$767K0.4%-3.2%0.008%
4/23/2024 Bfsg LLC1,923$81K0.0%N/A0.001%
4/23/2024 Global Retirement Partners LLC54,641$2.31M0.1%-1.4%0.023%
4/23/2024 Twin Peaks Wealth Advisors LLC16,979$717K0.4%-3.6%0.007%
4/23/2024 Sweet Financial Partners LLC4,775$202K0.0%N/A0.002%
4/23/2024 Sage Mountain Advisors LLC16,927$715K0.1%-5.5%0.007%
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4/23/2024 Cherry Creek Investment Advisors Inc.148,042$6.25M3.4%+6.8%0.062%
4/23/2024 Nations Financial Group Inc. IA ADV50,876$2.15M0.2%-4.0%0.021%
4/23/2024 TrueWealth Advisors LLC6,230$263K0.1%-31.6%0.003%
4/23/2024 Fifth Third Bancorp9,168$387K0.0%-6.2%0.004%
4/23/2024 Stablepoint Partners LLC94,296$3.98M0.8%+27.9%0.040%
4/23/2024 Strategic Blueprint LLC59,781$2.53M0.2%-9.4%0.025%
4/23/2024 Raymond James Financial Services Advisors Inc.5,617,442$237.23M0.4%-13.0%2.362%
4/22/2024 Strategic Financial Concepts LLC23,659$999K0.2%N/A0.010%
4/22/2024 Centennial Wealth Advisory LLC5,278$223K0.1%-24.3%0.002%
4/22/2024 PFG Investments LLC9,682$409K0.0%N/A0.004%
(Data available from 1/1/2016 forward)

FVD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FVD shares?

During the previous two years, 597 institutional investors and hedge funds held shares of First Trust Value Line Dividend Index Fund. The most heavily invested institutionals were Morgan Stanley ($1.11B), LPL Financial LLC ($846.11M), Bank of America Corp DE ($428.94M), Wells Fargo & Company MN ($384.01M), Ameriprise Financial Inc. ($328.34M), Raymond James Financial Services Advisors Inc. ($237.23M), and UBS Group AG ($236.91M).Learn more on FVD's institutional investors.

Which institutional investors have been buying First Trust Value Line Dividend Index Fund stock?

Of the 509 institutional investors that purchased First Trust Value Line Dividend Index Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($3.42M), LPL Financial LLC ($2.54M), Walker Asset Management LLC ($2.21M), Private Advisor Group LLC ($1.73M), Trilogy Capital Inc. ($1.42M), Wells Fargo & Company MN ($1.35M), and Prudential PLC ($1.25M).

How much institutional buying is happening at First Trust Value Line Dividend Index Fund?

Institutional investors have bought a total of 42,737,701 shares in the last 24 months. This purchase volume represents approximately $1.68B in transactions.

Which First Trust Value Line Dividend Index Fund major shareholders have been selling company stock?

Of the 407 institutional investors that sold First Trust Value Line Dividend Index Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Advance Capital Management Inc. ($5.00M), UBS Group AG ($2.91M), Raymond James & Associates ($2.51M), Morgan Stanley ($2.29M), Cambridge Investment Research Advisors Inc. ($2.00M), Ameriprise Financial Inc. ($1.69M), and Raymond James Financial Services Advisors Inc. ($1.58M).

How much institutional selling is happening at First Trust Value Line Dividend Index Fund?

Institutional investors have sold a total of 47,555,421 shares in the last 24 months. This volume of shares sold represents approximately $1.89B in transactions.


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This page (NYSEARCA:FVD) was last updated on 5/15/2024 by MarketBeat.com Staff

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