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

First Trust Value Line Dividend Index Fund logo
$47.66 +0.06 (+0.13%)
As of 10/9/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for First Trust Value Line Dividend Index Fund (NYSEARCA:FVD)

Number of
Institutional Buyers
(last 12 months)
297
Total
Institutional Inflows
(last 12 months)
$328.64M
Number of
Institutional Sellers
(last 12 months)
328
Total
Institutional Outflows
(last 12 months)
$553.64M
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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
10/10/2026Prism Advisors Inc.33,785$1.61M0.4%-7.9%0.021%
10/9/2026First Heartland Consultants Inc.26,872$1.26M0.1%-1.3%0.017%
10/9/2026GAMMA Investing LLC8,093$380K0.0%-22.5%0.005%
10/8/2026Wisconsin Wealth Advisors LLC36,604$1.72M1.5%+1.7%0.023%
10/8/2026Farther Finance Advisors LLC165,913$7.78M0.1%+21.8%0.103%
10/8/2026Avidian Wealth Enterprises LLC5,342$251K0.0%N/A0.003%
10/8/2026Kaydan Wealth Management Inc.78,551$3.69M1.3%-9.6%0.049%
10/7/2026Venture Visionary Partners LLC30,701$1.44M0.0%-5.9%0.019%
10/6/2026RVW Wealth LLC21,474$1.01M0.1%-2.3%0.013%
10/5/2026Park National Corp OH496,226$23.28M0.6%-2.2%0.308%
10/2/2026 Private Client Services LLC16,108$756K0.2%N/A0.010%
9/23/2026Envestnet Portfolio Solutions Inc.71,568$3.45M0.0%-1.2%0.044%
9/23/2026Envestnet Asset Management Inc.3,178,839$153.16M0.0%-2.9%1.965%
9/9/2026Miramontes Capital LLC16,526$796K0.2%-4.7%0.010%
9/9/2026Integrated Wealth Concepts LLC138,564$6.68M0.0%+28.6%0.084%
9/9/2026RFG Advisory LLC130,659$6.30M0.1%-28.3%0.079%
9/9/2026NewEdge Advisors LLC584,925$28.18M0.1%+1.9%0.353%
9/9/2026IFP Advisors Inc178,257$8.59M0.2%-10.0%0.108%
9/9/2026Baird Financial Group Inc.889,586$42.86M0.1%+7.1%0.538%
9/8/2026Allworth Financial LP120,338$5.80M0.0%-2.6%0.073%
9/8/2026Waverly Advisors LLC41,057$1.98M0.0%-32.3%0.025%
9/2/2026Citadel Advisors LLC24,449$1.18M0.0%-81.7%0.015%
8/27/2026Corient Private Wealth LP8,894$428K0.0%-28.9%0.005%
8/27/2026Tucker Asset Management LLC4,327$208K0.1%N/A0.003%
8/24/2026Carlson Financial Inc.30,031$1.45M0.7%-3.3%0.018%
8/23/2026Ameritas Advisory Services LLC84,484$4.07M0.1%+132.4%0.051%
8/23/2026Guardian Wealth Advisors LLC NC4,250$205K0.0%N/A0.003%
8/23/2026Wedmont Private Capital4,091$200K0.0%N/A0.002%
8/23/2026Kintra Wealth LLC7,228$367K0.0%N/A0.004%
8/23/2026PCG Wealth Advisors LLC47,760$2.30M0.5%-2.8%0.029%
8/23/2026SFG Wealth Management LLC.13,103$631K0.2%+4.1%0.008%
8/23/2026Kraematon Investment Advisors Inc.73,274$3.53M2.6%-1.1%0.044%
8/23/2026Asset Allocation Strategies LLC84,343$4.06M0.6%+0.9%0.051%
8/23/2026Kaydan Wealth Management Inc.86,897$4.19M1.3%+1.0%0.053%
8/22/2026Compass Financial Management LLC3,817$187K0.0%N/A0.002%
8/22/2026NI Acquisitions Company LLC8,536$411K0.2%N/A0.005%
8/22/2026Old Mission Investment Co LLC5,820$280K0.1%N/A0.004%
8/22/2026TOP Private Wealth LLC.599$29K0.0%N/A0.000%
8/22/2026Investor s Fiduciary Advisor Network LLC26,486$1.28M0.4%-6.8%0.016%
8/22/2026Concurrent Investment Advisors LLC367,222$17.69M0.1%+0.5%0.222%
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8/21/2026Kraft Davis & Associates LLC82,720$4.05M0.8%-11.1%0.050%
8/21/2026Continuum Advisory LLC80,653$3.89M0.3%+3.1%0.049%
8/21/2026Coppell Advisory Solutions LLC61,509$30K0.0%N/A0.037%
8/21/2026Beacon Financial Advisory LLC201,229$9.70M1.9%-10.3%0.122%
8/21/2026KFA Private Wealth Group LLC5,390$260K0.1%-6.5%0.003%
8/21/2026Murphy Middleton Hinkle & Parker Inc.29,739$1.43M0.6%+29.1%0.018%
8/21/2026Acorn Wealth Advisors LLC15,216$733K0.2%-3.0%0.009%
8/21/2026Triumph Capital Management14,924$719K0.1%-64.3%0.009%
8/20/2026Rehmann Capital Advisory Group160,466$7.73M0.3%-1.4%0.097%
8/20/2026Camelot Portfolios LLC15,757$759K0.5%+104.9%0.010%
8/20/2026Greenleaf Trust9,649$465K0.0%-2.5%0.006%
8/14/2026Ancora Advisors LLC1,675$81K0.0%N/A0.001%
8/13/2026Capital Square LLC21,527$1.06M0.5%N/A0.013%
8/12/2026Compass Financial Management LLC3,817$187K0.0%N/A0.002%
8/7/2026Trust Co. of Vermont3,080$148K0.0%N/A0.002%
7/12/2026Walker Asset Management LLC33,133$1.60M0.8%-6.0%0.020%
7/10/2026Accel Wealth Management39,960$1.93M0.4%-70.0%0.024%
7/10/2026Wealthcare Advisory Partners LLC112,331$5.41M0.1%-1.5%0.067%
7/9/2026Kraft Davis & Associates LLC82,720$4.05M0.8%-11.1%0.050%
7/9/2026Key Client Fiduciary Advisors LLC49,763$2.40M0.7%+3.2%0.030%
7/9/2026Centurion Wealth Management LLC33,393$1.61M0.4%-23.8%0.020%
7/9/2026Next Level Private LLC70,316$3.39M0.7%-3.5%0.042%
7/9/2026Focus Financial Network Inc.29,754$1.43M0.0%+3.0%0.018%
7/9/2026Allied Private Wealth LLC628$31K0.0%N/A0.000%
7/9/2026Whitaker Myers Wealth Managers LTD.30,719$1.48M0.2%-8.4%0.018%
7/9/2026Sax Wealth Advisors LLC4,575$215K0.0%-17.8%0.003%
7/9/2026Crumly & Associates Inc.157,145$7.57M1.4%-1.1%0.094%
7/8/2026First Heartland Consultants Inc.27,216$1.31M0.1%+8.5%0.016%
7/8/2026RVW Wealth LLC21,974$1.06M0.1%+2.4%0.013%
7/8/2026Midwest Financial Network LLC44,397$2.14M1.5%-16.9%0.027%
7/7/2026Fermata Advisors LLC10,255$494K0.1%+22.8%0.006%
7/7/2026Willner & Heller LLC11,034$532K0.3%-5.9%0.007%
7/7/2026Inspirion Wealth Advisors LLC11,859$575K0.1%-17.4%0.007%
7/7/2026GAMMA Investing LLC10,443$503K0.0%-2.6%0.006%
7/7/2026Avior Wealth Management LLC4,610$222K0.0%-4.2%0.003%
7/7/2026Harbor Investment Advisory LLC49,778$2.40M0.2%-15.2%0.030%
7/7/2026Wisconsin Wealth Advisors LLC35,999$1.73M1.5%+3.9%0.022%
7/7/2026CoreCap Advisors LLC13,304$641K0.0%-6.6%0.008%
7/7/2026City Center Advisors LLC16,857$812K0.7%+8.9%0.010%
7/6/2026Hobart Private Capital LLC278,240$13.41M2.3%-21.9%0.167%
7/6/2026 Private Client Services LLC15,784$760K0.2%+1.7%0.009%
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%
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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%


FVD Institutional Ownership - Frequently Asked Questions

During the previous two years, 670 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 519 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 ($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 7,086,891 shares in the last 24 months. This purchase volume represents approximately $328.64M in transactions.

Of the 328 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 11,944,767 shares in the last 24 months. This volume of shares sold represents approximately $553.64M 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 10/10/2026. New 13F filings are added each quarter as they're published.
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