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

First Trust Value Line Dividend Index Fund logo
$49.39 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
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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)
330
Total
Institutional Inflows
(last 12 months)
$442.97M
Number of
Institutional Sellers
(last 12 months)
364
Total
Institutional Outflows
(last 12 months)
$686.26M
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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
7/2/2026 CX Institutional12,068$581K0.0%-6.2%0.007%
6/23/2026Ballast Advisors LLC925$44K0.0%N/A0.001%
6/8/2026Pine Valley Investments Ltd Liability Co135,500$6.37M0.3%-5.2%0.079%
6/4/2026Midwest Financial Network LLC53,446$2.51M2.0%-19.8%0.031%
6/3/2026Parallel Advisors LLC12,254$576K0.0%+356.7%0.007%
6/3/2026NewEdge Advisors LLC573,759$26.98M0.1%+20.9%0.337%
6/1/2026Keel Point LLC12,017$565K0.0%-2.1%0.007%
5/28/2026Cozad Asset Management Inc.67,043$3.15M0.2%-0.5%0.039%
5/26/2026Axiom Investment Management LLC4,923$232K0.2%N/A0.003%
5/21/2026J. Derek Lewis & Associates Inc.21,557$1.01M0.2%+1.4%0.013%
5/19/2026Western Wealth Management LLC108,184$5.09M0.2%-9.8%0.063%
5/19/2026NewEdge Advisors LLC515,180$24.23M0.5%+8.6%0.302%
5/19/2026Bank of America Corp DE5,292,515$248.91M0.0%-5.2%3.104%
5/19/2026Centaurus Financial Inc.13,046$614K0.0%+7.6%0.008%
5/19/2026Arkadios Wealth Advisors224,953$10.58M0.2%+81.0%0.132%
5/19/2026IFS Group LLC81,471$3.83M3.4%N/A0.048%
5/19/2026Claris Financial LLC250,591$11.79M6.4%+0.7%0.147%
5/18/2026EverSource Wealth Advisors LLC14,284$672K0.0%+6.1%0.008%
5/18/2026Royal Bank of Canada3,287,993$154.64M0.0%-12.0%1.929%
5/18/2026Empowered Funds LLC36,367$1.71M0.0%-4.7%0.021%
5/18/2026Evelyn Partners Investment Management Europe Ltd88,281$4.15M1.4%-6.9%0.052%
5/16/2026Quantinno Capital Management LP27,589$1.30M0.0%+44.6%0.016%
5/15/2026Gateway Wealth Partners LLC452,776$21.29M0.8%+113.0%0.266%
5/15/2026Van Diest Capital LLC4,817$227K0.2%-6.1%0.003%
5/15/2026Waverly Advisors LLC60,630$2.85M0.0%+1.3%0.036%
5/14/2026CLG LLC54,364$2.56M0.6%-1.7%0.032%
5/14/2026Modern Wealth Management LLC279,941$13.19M0.2%+4.8%0.164%
5/14/2026RMG Wealth Management LLC1,993$94K0.0%N/A0.001%
5/14/2026Sei Investments Co.6,512$306K0.0%N/A0.004%
5/14/2026Lido Advisors LLC128,108$6.03M0.0%-5.3%0.075%
5/13/2026Cetera Investment Advisers1,983,916$93.30M0.1%-1.8%1.164%
5/13/2026First Trust Advisors LP16,755$788K0.0%-34.0%0.010%
5/8/2026Pacific Sun Financial Corp47,624$2.24M1.1%-1.9%0.028%
5/8/2026PNC Financial Services Group Inc.381,973$17.96M0.0%-5.9%0.224%
5/7/2026Balefire LLC7,948$374K0.1%-35.1%0.005%
5/7/2026Parallel Advisors LLC12,254$576K0.0%+356.7%0.007%
5/7/2026Spartan Wealth Advisory Services LLC18,373$864K0.1%N/A0.011%
5/7/2026WealthTrust Asset Management LLC5,478$258K0.2%N/A0.003%
5/7/2026Hershey Financial Advisers LLC5,118$241K0.2%N/A0.003%
5/6/2026MTM Investment Management LLC11,394$536K0.2%-2.2%0.007%
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5/6/2026Assetmark Inc.229,722$10.80M0.0%+3.5%0.135%
5/6/2026Main Street Group LTD835$39K0.0%N/A0.000%
5/6/2026Allspring Global Investments Holdings LLC1,770$84K0.0%N/A0.001%
5/6/2026Independent Financial Group LLC67,623$3.18M0.1%N/A0.040%
5/6/2026Prosperity Consulting Group LLC229,511$10.79M0.5%-2.0%0.135%
5/5/2026D.A. Davidson & CO.501,597$23.59M0.1%+0.2%0.294%
5/5/2026Bank of New York Mellon Corp78,557$3.70M0.0%-0.5%0.046%
5/5/2026Geneos Wealth Management Inc.51,334$2.41M0.1%-40.3%0.030%
5/5/2026Sanctuary Advisors LLC191,794$9.02M0.0%-0.5%0.112%
5/5/2026BlueChip Wealth Advisors LLC178,162$8.38M3.7%-2.7%0.104%
5/5/2026Sigma Planning Corp124,208$5.84M0.2%-3.7%0.073%
5/5/20261ST Source Bank142,906$6.72M0.3%-13.4%0.084%
5/5/2026Avantax Planning Partners Inc.5,365$252K0.0%-13.3%0.003%
5/4/2026Milestones Private Investment Advisors LLC7,878$371K0.3%-20.9%0.005%
5/4/2026Retirement Planning Group LLC9,538$449K0.0%-79.7%0.006%
5/4/2026Bleakley Financial Group LLC11,706$551K0.0%-6.4%0.007%
5/4/2026Moment Partners LLC96,987$4.56M0.8%-12.2%0.057%
5/2/2026International Assets Investment Management LLC90,678$4.27M0.1%-1.2%0.053%
5/2/2026Diversify Wealth Management LLC5,301$252K0.0%+20.0%0.003%
5/2/2026Valmark Advisers Inc.82,610$3.89M0.0%-7.2%0.048%
5/1/2026Citizens Financial Group Inc. RI10,243$482K0.0%-14.4%0.006%
5/1/2026Fifth Third Bancorp83,907$3.95M0.0%+1,809.1%0.049%
5/1/2026Sovran Advisors LLC30,576$1.47M0.1%-2.3%0.018%
5/1/2026Petix & Botte Co324,767$15.27M3.4%-4.2%0.190%
5/1/2026Manning & Napier Advisors LLC1,420$67K0.0%-13.4%0.001%
4/30/2026Elevated Capital Advisors LLC63,001$2.96M0.7%-1.4%0.037%
4/30/2026Waterfront Wealth Inc.9,255$435K0.1%+3.0%0.005%
4/30/2026Beacon Financial Group414,431$19.49M1.9%-0.7%0.242%
4/30/2026Cherry Creek Investment Advisors Inc.173,179$8.15M3.5%+4.2%0.101%
4/30/2026Kestra Advisory Services LLC865,457$40.70M0.2%-0.6%0.506%
4/30/2026IAG Wealth Partners LLC6,719$316K0.0%-14.6%0.004%
4/29/2026Richmond Investment Services LLC21,084$992K0.2%-7.3%0.012%
4/29/2026WealthPLAN Partners LLC6,838$322K0.1%-3.3%0.004%
4/29/2026Advance Capital Management Inc.34,509$1.62M0.1%-12.7%0.020%
4/29/2026Integrated Advisors Network LLC12,620$594K0.0%-14.9%0.007%
4/28/2026Ascentis Independent Advisors1,371$64K0.0%N/A0.001%
4/28/2026Stephens Inc. AR70,789$3.33M0.0%+3.1%0.041%
4/28/2026Steigerwald Gordon & Koch Inc.1,483$70K0.0%+218.2%0.001%
4/28/2026Peak Financial Management Inc.5,630$265K0.1%-4.4%0.003%
4/28/2026NBT Bank N A NY12,820$603K0.0%+13,834.8%0.007%
4/28/2026Beacon Financial Advisory LLC224,352$10.55M2.4%-1.6%0.131%
4/27/2026Appalachian Capital Management Ltd12,427$584K0.5%-6.3%0.007%
4/27/2026PFG Investments LLC9,634$453K0.0%+2.9%0.006%
4/27/2026BIP Wealth LLC23,017$1.08M0.0%-4.5%0.013%
4/27/2026World Investment Advisors68,447$3.22M0.1%-7.9%0.040%
4/27/20264WEALTH Advisors Inc.15,700$732K0.6%+1.8%0.009%
4/27/2026Private Advisor Group LLC707,761$33.29M0.2%-1.3%0.413%
4/27/2026Y Intercept Hong Kong Ltd10,964$516K0.0%-52.8%0.006%
4/27/2026Trademark Financial Management LLC12,146$571K0.3%-4.7%0.007%
4/27/2026Elevation Point Wealth Partners LLC68,061$3.20M0.1%-4.2%0.040%
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4/27/2026Sound Income Strategies LLC4,908$231K0.0%-15.8%0.003%
4/27/2026Prasad Wealth Partners LLC5,159$243K0.1%+9.9%0.003%
4/25/2026KPP Advisory Services LLC74,085$3.48M0.5%-6.6%0.043%
4/25/2026Center for Wealth Management Advisory173,866$8.18M5.9%+2.2%0.102%
4/24/2026Root Financial Partners LLC6,551$308K0.0%-15.8%0.004%
4/24/2026Barnes Pettey Financial Advisors LLC57,374$2.70M1.2%-4.1%0.034%
4/24/2026Acorn Financial Advisory Services Inc. ADV28,634$1.35M0.2%-48.5%0.017%
4/24/2026Wagner Wealth Management LLC110,508$5.20M1.0%-1.0%0.065%
4/24/2026Walker Asset Management LLC35,233$1.66M0.9%-0.8%0.021%
4/24/2026Columbia Advisory Partners LLC25,066$1.18M0.8%+9.9%0.015%


FVD Institutional Ownership - Frequently Asked Questions

During the previous two years, 676 institutional investors and hedge funds held shares of First Trust Value Line Dividend Index Fund. The most heavily invested institutionals were Morgan Stanley ($880.45M), LPL Financial LLC ($792.91M), Wells Fargo & Company MN ($272.73M), Raymond James Financial Inc. ($251.99M), Bank of America Corp DE ($248.91M), Ameriprise Financial Inc. ($232.95M), and Raymond James Financial Services Advisors Inc. ($190.14M).Learn more on First Trust Value Line Dividend Index Fund's institutional investors.

Of the 530 institutional investors that purchased First Trust Value Line Dividend Index Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($6.70M), International Assets Investment Management LLC ($3.44M), JPMorgan Chase & Co. ($2.64M), Strategic Financial Concepts LLC ($2.17M), Ameriprise Financial Inc. ($1.05M), Golden State Wealth Management LLC ($960.44K), and Intellus Advisors LLC ($682.31K).

Institutional investors have bought a total of 9,667,911 shares in the last 24 months. This purchase volume represents approximately $442.97M in transactions.

Of the 364 institutional investors that sold First Trust Value Line Dividend Index Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($2.79M), Bank of America Corp DE ($1.34M), Raymond James Financial Inc. ($813.33K), Commonwealth Equity Services LLC ($810.07K), Ameriprise Financial Inc. ($557.57K), Royal Bank of Canada ($505.75K), and LPL Financial LLC ($490.78K).

Institutional investors have sold a total of 14,958,132 shares in the last 24 months. This volume of shares sold represents approximately $686.26M in transactions.


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This page (NYSEARCA:FVD) was last updated on 7/5/2026 by MarketBeat.com Staff.
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