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

First Trust Value Line Dividend Index Fund logo
$50.98 -0.44 (-0.86%)
As of 11/6/2026 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)
286
Total
Institutional Inflows
(last 12 months)
$395.61M
Number of
Institutional Sellers
(last 12 months)
310
Total
Institutional Outflows
(last 12 months)
$528.96M
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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
11/6/2026 Stonebridge Financial Planning Group LLC6,843$321K0.1%-5.5%0.004%
11/6/2026 Moors & Cabot Inc.7,159$336K0.0%+13.1%0.004%
11/6/2026 Valmark Advisers Inc.76,946$3.61M0.0%N/A0.048%
11/6/2026 Money Concepts Capital Corp4,828$226K0.0%N/A0.003%
11/6/2026 Allworth Financial LP121,108$5.84M0.0%+0.6%0.076%
11/6/2026 Russell Investments Group Ltd.3,346$157K0.0%+319.8%0.002%
11/6/2026 Fifth Third Bancorp73,281$3.44M0.0%-1.3%0.046%
11/5/2026 Jacobi Capital Management LLC1,074$50K0.0%N/A0.001%
11/5/2026 Valued Wealth Advisors LLC1,509$71K0.0%N/A0.001%
11/5/2026 First Command Advisory Services Inc.2,297$108K0.0%-64.5%0.001%
11/5/2026 Silver Grove Financial Group Inc.1,702$80K0.0%+24.6%0.001%
11/5/2026 Lido Advisors LLC121,223$5.69M0.0%+176.0%0.076%
11/5/2026 Elevated Capital Advisors LLC61,677$2.89M1.0%-3.2%0.039%
11/5/2026 Cornerstone Wealth Management LLC82,717$3.88M0.2%-0.8%0.052%
11/5/2026 Csenge Advisory Group6,335$297K0.0%+5.8%0.004%
11/4/2026 Kestra Investment Management LLC4,948$232K0.0%-5.2%0.003%
11/4/2026 Family Capital Management Inc.79,337$3.72M1.4%-5.3%0.050%
11/4/2026 Avantax Planning Partners Inc.5,365$252K0.0%-71.4%0.003%
11/4/2026 Brighton Jones LLC7,029$330K0.0%N/A0.004%
11/3/2026 StoneX Group Inc.33,892$1.61M0.1%N/A0.021%
11/3/2026 Axiom Investment Management LLC4,923$231K0.2%-4.1%0.003%
11/3/2026 Formidable Asset Management LLC18,363$885K0.1%-2.1%0.012%
11/3/2026 Parallel Advisors LLC10,155$476K0.0%-14.3%0.006%
11/3/2026 International Assets Investment Management LLC83,389$3.92M0.1%-5.5%0.052%
11/2/2026 Westside Investment Management Inc.59,584$2.80M0.3%+21.3%0.037%
11/2/2026 Kraematon Investment Advisors Inc.71,231$3.34M2.4%-2.8%0.045%
11/2/2026 Kestra Advisory Services LLC889,193$41.71M0.1%+5.5%0.558%
11/2/2026 Claro Advisors Inc.33,594$1.58M0.2%-5.5%0.021%
11/2/2026 QTR Family Wealth LLC28,153$1.32M0.5%-5.3%0.018%
11/2/2026 Commonwealth Equity Services LLC1,763,508$82.73M0.1%N/A1.107%
10/31/2026 Pathway Financial Advisers LLC1,096$51K0.0%N/A0.001%
10/31/2026 Chicago Partners Investment Group LLC86,572$4.34M0.1%+0.4%0.054%
10/30/2026 Integrity Alliance LLC.23,221$1.09M0.0%N/A0.015%
10/30/2026 Spectrum Wealth Advisory Group LLC23,801$1.12M0.3%-3.7%0.015%
10/30/2026 Next Level Wealth Planning LLC2,367$111K0.0%N/A0.001%
10/30/2026 Signature Equity Partners LLC24,892$1.17M0.4%+1,634.6%0.016%
10/30/2026 Summit Wealth Group LLC Co.129,396$6.07M0.4%-3.3%0.081%
10/29/2026 Strategic Family Wealth Counselors L.L.C.146,161$6.86M1.6%+0.4%0.092%
10/29/2026 Greenleaf Trust10,297$483K0.0%+6.7%0.006%
10/29/2026 Vise Technologies Inc.9,384$440K0.0%-6.1%0.006%
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10/29/2026 Intrua Financial LLC31,005$1.45M0.1%-9.4%0.019%
10/29/2026 Global Assets Advisory LLC21,898$1.03M0.2%-1.6%0.014%
10/28/2026 International Assets Investment Management LLC52,514$2.46M0.0%-40.5%0.033%
10/28/2026 Founders Financial Securities LLC16,886$792K0.0%N/A0.011%
10/28/2026 Blueprint Investment Partners LLC26,576$1.25M0.1%+1.6%0.017%
10/28/2026 ERn Financial LLC34,791$1.63M0.3%-4.4%0.022%
10/28/2026 Choreo LLC8,532$400K0.0%+4.1%0.005%
10/28/2026 Blueprint Financial Advisors LLC26,575$1.25M0.1%+1.6%0.017%
10/28/2026 Willner & Heller LLC10,381$487K0.3%-5.9%0.007%
10/28/2026 Livelsberger Financial Advisory625$29K0.2%N/A0.000%
10/28/2026 Fonville Wealth Management LLC22,003$1.03M0.2%-2.7%0.014%
10/28/2026 Morey & Quinn Wealth Partners LLC68,826$3.23M2.1%-1.0%0.043%
10/28/2026 D.A. Davidson & CO.496,696$23.30M0.1%N/A0.311%
10/28/2026 Vaquero Private Wealth Ltd.22,502$1.06M0.2%-26.0%0.014%
10/27/2026 Guerra Pan Advisors LLC5,358$262K0.1%-10.4%0.003%
10/27/2026 Balance Wealth Partners LLC1,740$82K0.0%N/A0.001%
10/27/2026 MBE Wealth Management LLC29,068$1.36M0.5%-3.2%0.018%
10/26/2026 Oppenheimer & Co. Inc.161,247$7.56M0.1%N/A0.101%
10/26/2026 Park Avenue Securities LLC58,138$2.73M0.0%N/A0.036%
10/26/2026 Higgins & Schmidt Wealth Strategies LLC113,815$5.34M2.2%-1.0%0.071%
10/26/2026 Santori & Peters Inc.13,702$643K0.2%-22.3%0.009%
10/26/2026 Flagship Harbor Advisors LLC51,857$2.43M0.1%+9.8%0.032%
10/26/2026 Leo Wealth LLC11,866$557K0.1%N/A0.007%
10/24/2026 Apollon Wealth Management LLC16,324$766K0.0%+33.8%0.010%
10/24/2026 Kingswood Wealth Advisors LLC43,482$2.04M0.1%+10.4%0.027%
10/24/2026 Sigma Planning Corp88,761$4.16M0.1%N/A0.056%
10/24/2026 Trademark Financial Management LLC10,540$494K0.2%-11.0%0.007%
10/24/2026 Argyle Capital Partners LLC33,485$1.57M0.9%+3.3%0.021%
10/24/2026 SFG Wealth Management LLC.12,571$590K0.2%-4.1%0.008%
10/24/2026 Trueblood Wealth Management LLC18,262$857K0.3%+1.3%0.011%
10/24/2026 Valley National Advisers Inc.1,094$51K0.0%-88.8%0.001%
10/23/2026 Bernardo Wealth Planning LLC17,550$823K0.1%+57.4%0.011%
10/23/2026 Signaturefd LLC593$28K0.0%N/A0.000%
10/23/2026 Simplicity Wealth LLC15,849$743K0.0%+34.9%0.010%
10/23/2026 Sowell Financial Services LLC25,322$1.19M0.0%-4.6%0.016%
10/23/2026 DHJJ Financial Advisors Ltd.65,653$3.08M0.9%-8.0%0.041%
10/23/2026 Barrett & Company Inc.145,918$6.85M1.8%N/A0.091%
10/23/2026 Wedbush Securities Inc.59,360$2.79M0.1%N/A0.037%
10/22/2026 BIP Wealth LLC20,425$958K0.0%-2.3%0.013%
10/22/2026 Compass Wealth Management LLC888$42K0.0%N/A0.001%
10/22/2026 Brookstone Capital Management6,866$322K0.0%+8.0%0.004%
10/22/2026 NBT Bank N.A.2,797$131K0.0%N/A0.002%
10/22/2026 Root Financial Partners LLC3,691$173K0.0%-18.4%0.002%
10/22/2026 Pinnacle Bancorp Inc.4,178$196K0.1%-36.1%0.003%
10/21/2026 Sowell Financial Services LLC25,322$1.19M0.0%-4.6%0.016%
10/21/2026 Diversify Advisory Services LLC6,481$317K0.0%+3.4%0.004%
10/20/2026 Commonwealth Financial Services LLC5,785$271K0.0%N/A0.004%
10/20/2026 tru Independence LLC24,831$1.17M0.5%-4.6%0.016%
10/20/2026 New England Private Wealth Advisors LLC759,035$35.61M3.4%-0.3%0.475%
10/20/2026 Retirement Planning Group LLC6,867$322K0.0%N/A0.004%
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10/19/2026 Fairvoy Private Wealth LLC45,532$2.14M0.4%-35.3%0.028%
10/19/2026 Capital Square LLC20,580$965K0.4%-4.4%0.013%
10/17/2026 IFP Advisors Inc172,961$8.11M0.1%-3.0%0.108%
10/17/2026 Robertson Stephens Wealth Management LLC20,619$967K0.0%+1.6%0.013%
10/16/2026 McKinley Carter Wealth Services Inc.33,881$1.59M0.1%-74.3%0.021%
10/16/2026 Perryman Financial Advisory Inc. AD28,519$1.34M0.2%N/A0.018%
10/16/2026 Goldstein Advisors LLC78,989$3.71M0.3%-2.4%0.049%
10/16/2026 Iams Wealth Management LLC42,559$2.00M0.6%-27.9%0.027%
10/16/2026 True Blue Financial LLC38,249$1.79M0.7%-5.5%0.024%
10/15/2026 Comprehensive Financial Consultants Institutional Inc.35,072$1.65M0.4%+1.8%0.022%


FVD Institutional Ownership - Frequently Asked Questions

During the previous two years, 666 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 UBS Group AG ($175.97M).Learn more on First Trust Value Line Dividend Index Fund's institutional investors.

Of the 514 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), JPMorgan Chase & Co. ($2.64M), Commonwealth Equity Services LLC ($2.11M), Strategic Financial Concepts LLC ($1.16M), 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 8,488,234 shares in the last 24 months. This purchase volume represents approximately $395.61M in transactions.

Of the 310 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. ($2.30M), Bank of America Corp DE ($1.15M), Ameriprise Financial Inc. ($557.57K), Royal Bank of Canada ($505.75K), Raymond James Financial Inc. ($496.33K), LPL Financial LLC ($490.78K), and BostonPremier Wealth LLC ($338.73K).

Institutional investors have sold a total of 11,405,906 shares in the last 24 months. This volume of shares sold represents approximately $528.96M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:FVD is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 11/6/2026. New 13F filings are added each quarter as they're published.
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