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

First Trust Value Line Dividend Index Fund logo
$44.22 -0.02 (-0.05%)
As of 05/23/2025 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
352
Total
Institutional Inflows
(last 12 months)
$1.12B
Number of
Institutional Sellers
(last 12 months)
354
Total
Institutional Outflows
(last 12 months)
$893.16M
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FVD Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/21/2025 Geneos Wealth Management Inc.72,016$3.21M0.1%-1.5%0.035%
5/20/2025 Belpointe Asset Management LLC24,965$1.11M0.1%-6.4%0.012%
5/20/2025 Focus Partners Wealth76,995$3.43M0.0%+4.9%0.038%
5/20/2025 Integrity Alliance LLC.33,279$1.48M0.1%N/A0.016%
5/19/2025 Advisory Alpha LLC90,894$4.05M0.1%-2.4%0.045%
5/16/2025 Coppell Advisory Solutions LLC86,348$3.78M0.3%-42.6%0.042%
5/16/2025 Signature Estate & Investment Advisors LLC93,846$4.19M0.1%-4.0%0.046%
5/16/2025 Ashton Thomas Private Wealth LLC20,900$932K0.0%-5.2%0.010%
5/16/2025 Goldman Sachs Group Inc.152,245$6.79M0.0%+21.3%0.075%
5/16/2025 Jones Financial Companies Lllp3,442$153K0.0%-98.4%0.002%
5/16/2025 Pinnacle Family Advisors LLC27,340$1.22M0.7%+24.3%0.013%
5/16/2025 Plotkin Financial Advisors LLC10,305$459K0.3%-13.7%0.005%
5/16/2025 NewEdge Advisors LLC358,362$15.98M0.1%-1.6%0.176%
5/16/2025 Integrated Wealth Concepts LLC235,957$10.52M0.1%+8.3%0.116%
5/16/2025 AQR Capital Management LLC33,775$1.51M0.0%+52.7%0.017%
5/15/2025 Focus Partners Advisor Solutions LLC36,270$1.62M0.0%-21.2%0.018%
5/15/2025 Ameriflex Group Inc.20,113$897K0.4%-51.0%0.010%
5/15/2025 Royal Bank of Canada3,771,838$168.19M0.0%-2.8%1.848%
5/15/2025 MAI Capital Management46,493$2.07M0.0%-6.6%0.023%
5/15/2025 Weitzel Financial Services Inc.7,549$332K0.2%+12.0%0.004%
5/15/2025 Calton & Associates Inc.8,438$376K0.1%N/A0.004%
5/15/2025 Spectrum Wealth Advisory Group LLC34,887$1.56M0.7%-5.2%0.017%
5/15/2025 Baird Financial Group Inc.1,102,500$49.16M0.1%-3.6%0.540%
5/15/2025 Mission Creek Capital Partners Inc.7,661$342K0.1%-19.0%0.004%
5/14/2025 CreativeOne Wealth LLC15,563$694K0.0%+42.2%0.008%
5/14/2025 WCG Wealth Advisors LLC34,363$1.53M0.1%-20.5%0.017%
5/14/2025 Apexium Financial LP250,835$11.19M0.7%-3.5%0.123%
5/14/2025 Comerica Bank70,923$3.16M0.0%-1.0%0.035%
5/14/2025 Synovus Financial Corp23,829$1.06M0.0%-3.8%0.012%
5/14/2025 Northwestern Mutual Wealth Management Co.312,917$13.95M0.0%-33.2%0.153%
5/14/2025 Sax Wealth Advisors LLC6,093$272K0.0%N/A0.003%
5/14/2025 Kestra Advisory Services LLC954,941$42.58M0.2%-3.4%0.468%
5/14/2025 Purus Wealth Management LLC33,345$1.49M0.6%-1.4%0.016%
5/14/2025 Ameriprise Financial Inc.4,821,901$214.23M0.1%-1.1%2.362%
5/14/2025 CW Advisors LLC9,815$438K0.0%N/A0.005%
5/14/2025 Summit Financial LLC13,723$612K0.0%+25.0%0.007%
5/14/2025 Flow Traders U.S. LLC81,132$3.62M0.2%-50.4%0.040%
5/14/2025 TFB Advisors LLC7,172$320K0.1%+4.8%0.004%
5/14/2025 Venture Visionary Partners LLC33,024$1.47M0.1%-52.5%0.016%
5/14/2025 Petix & Botte Co409,745$18.27M4.8%-9.1%0.201%
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5/13/2025 TriaGen Wealth Management LLC12,507$558K0.2%-6.6%0.006%
5/13/2025 Moment Partners LLC139,027$6.20M1.2%-1.0%0.068%
5/13/2025 Steward Partners Investment Advisory LLC310,812$13.86M0.1%-1.6%0.152%
5/13/2025 Tyler Stone Wealth Management21,872$975K0.2%-7.9%0.011%
5/13/2025 Raymond James Financial Inc.6,281,812$280.11M0.1%-6.2%3.077%
5/13/2025 Nations Financial Group Inc. IA ADV4,882$218K0.0%-77.4%0.002%
5/13/2025 Kovitz Investment Group Partners LLC16,813$750K0.0%+11.1%0.008%
5/13/2025 Heck Capital Advisors LLC655$29K0.0%-81.1%0.000%
5/13/2025 Russell Investments Group Ltd.2,676$119K0.0%-42.9%0.001%
5/13/2025 Prudential PLC23,000$1.03M0.0%N/A0.011%
5/13/2025 HighTower Advisors LLC1,825,391$81.39M0.1%-0.9%0.894%
5/13/2025 Core Wealth Partners LLC5,800$259K0.2%-4.9%0.003%
5/12/2025 Independent Advisor Alliance169,961$7.58M0.3%-52.1%0.083%
5/12/2025 SouthState Corp985$44K0.0%N/A0.000%
5/12/2025 Virtu Financial LLC101,619$4.53M0.2%+60.1%0.050%
5/12/2025 Benjamin Edwards Inc.478,177$21.32M0.3%-4.9%0.234%
5/12/2025 Townsquare Capital LLC9,119$407K0.0%N/A0.004%
5/12/2025 Founders Financial Alliance LLC8,953$399K0.1%+4.5%0.004%
5/12/2025 Integrity Financial Corp WA17,022$759K0.4%-3.4%0.008%
5/12/2025 Savvy Advisors Inc.27,980$1.25M0.1%+9.3%0.014%
5/12/2025 Citigroup Inc.450,122$20.07M0.0%-0.1%0.220%
5/12/2025 LaSalle St. Investment Advisors LLC41,701$1.86M0.4%N/A0.020%
5/9/2025 Chicago Partners Investment Group LLC94,812$4.16M0.1%-1.1%0.046%
5/9/2025 Citizens Financial Group Inc. RI11,013$491K0.0%+45.7%0.005%
5/9/2025 Strategy Asset Managers LLC13,305$593K0.1%-2.5%0.007%
5/9/2025 Tidemark LLC14,476$645K0.2%-14.7%0.007%
5/9/2025 West Michigan Advisors LLC6,183$276K0.1%-9.5%0.003%
5/9/2025 Atria Wealth Solutions Inc.425,908$18.99M0.2%-4.9%0.209%
5/9/2025 Commonwealth Equity Services LLC3,089,246$137.75M0.2%+12.7%1.513%
5/9/2025 Blair William & Co. IL214,112$9.55M0.0%-5.4%0.105%
5/9/2025 PNC Financial Services Group Inc.437,262$19.50M0.0%-4.0%0.214%
5/8/2025 IFG Advisory LLC415,558$18.53M1.0%-3.5%0.204%
5/8/2025 TIAA Trust National Association6,072$271K0.0%-9.8%0.003%
5/8/2025 Strategic Family Wealth Counselors L.L.C.158,403$7.06M2.3%+0.7%0.078%
5/8/2025 US Bancorp DE286,054$12.76M0.1%+1.9%0.140%
5/8/2025 Harbour Investments Inc.679,536$30.30M0.9%-10.0%0.333%
5/8/2025 RVW Wealth LLC24,265$1.08M0.1%-67.4%0.012%
5/8/2025 Natixis Advisors LLC16,653$743K0.0%-9.9%0.008%
5/8/2025 FSB Premier Wealth Management Inc.118,836$5.30M2.1%-1.5%0.058%
5/8/2025 Arkadios Wealth Advisors109,145$4.87M0.2%-2.4%0.053%
5/8/2025 Marshall Investment Management LLC157,777$7.04M4.4%+169.1%0.077%
5/8/2025 XTX Topco Ltd6,400$285K0.0%N/A0.003%
5/8/2025 Geneos Wealth Management Inc.172,024$7.67M0.2%+135.3%0.084%
5/8/2025 Cozad Asset Management Inc.75,021$3.35M0.3%-4.1%0.037%
5/7/2025 N.E.W. Advisory Services LLC16,996$758K0.1%+89.2%0.008%
5/7/2025 SLT Holdings LLC18,881$842K0.8%-8.4%0.009%
5/7/2025 PTM Wealth Management LLC16,676$677K0.7%N/A0.008%
5/7/2025 Foundations Investment Advisors LLC24,179$1.08M0.0%-1.5%0.012%
5/7/2025 Maridea Wealth Management LLC8,328$371K0.1%-19.1%0.004%
5/7/2025 Atlas Legacy Advisors LLC136,778$6.10M1.5%-1.9%0.067%
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5/7/2025 Prosperity Consulting Group LLC249,246$11.11M0.9%-2.6%0.122%
5/7/2025 Brio Consultants LLC186,858$8.33M3.1%N/A0.092%
5/7/2025 LPL Financial LLC17,658,134$787.38M0.3%+0.2%8.650%
5/7/2025 Intellus Advisors LLC647,659$28.88M5.0%+2.3%0.317%
5/7/2025 HB Wealth Management LLC23,651$1.06M0.0%+262.5%0.012%
5/7/2025 First Heartland Consultants Inc.41,543$1.85M0.2%-34.7%0.020%
5/7/2025 Caliber Wealth Management LLC KS156,766$6.99M1.0%N/A0.077%
5/7/2025 Trilogy Capital Inc.12,218$545K0.0%-98.9%0.006%
5/6/2025 Assetmark Inc.202,745$9.04M0.0%-1.2%0.099%
5/6/2025 Cetera Investment Advisers2,040,355$90.98M0.2%-0.4%0.999%
(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, 663 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 ($787.38M), Bank of America Corp DE ($320.69M), Wells Fargo & Company MN ($290.73M), Raymond James Financial Inc. ($280.11M), UBS Group AG ($236.91M), and Ameriprise Financial Inc. ($214.23M).Learn more on FVD's institutional investors.

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

Of the 516 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 ($6.84M), Raymond James Financial Inc. ($6.70M), Strategic Financial Concepts LLC ($2.20M), JPMorgan Chase & Co. ($1.38M), Cetera Investment Advisers ($1.20M), Golden State Wealth Management LLC ($920.42K), and Intellus Advisors LLC ($647.66K).

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

Institutional investors have bought a total of 40,966,570 shares in the last 24 months. This purchase volume represents approximately $1.74B in transactions.

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

Of the 456 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: International Assets Investment Management LLC ($3.44M), LPL Financial LLC ($2.90M), Advance Capital Management Inc. ($2.73M), Raymond James Financial Services Advisors Inc. ($2.54M), Raymond James & Associates ($2.34M), Morgan Stanley ($2.29M), and Commonwealth Equity Services LLC ($1.81M).

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

Institutional investors have sold a total of 50,029,806 shares in the last 24 months. This volume of shares sold represents approximately $2.07B in transactions.



This page (NYSEARCA:FVD) was last updated on 5/24/2025 by MarketBeat.com Staff
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