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

First Trust Value Line Dividend Index Fund logo
$50.92 +0.09 (+0.18%)
As of 08/14/2026 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)
294
Total
Institutional Inflows
(last 12 months)
$326.10M
Number of
Institutional Sellers
(last 12 months)
330
Total
Institutional Outflows
(last 12 months)
$544.38M
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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
8/14/2026Ancora Advisors LLC1,675$81K0.0%N/A0.001%
8/13/2026 Capital Square LLC21,527$1.06M0.5%N/A0.013%
8/12/2026 Compass Financial Management LLC3,817$187K0.0%N/A0.002%
8/7/2026 Trust Co. of Vermont3,080$148K0.0%N/A0.002%
7/12/2026 Walker Asset Management LLC33,133$1.60M0.8%-6.0%0.020%
7/10/2026 Accel Wealth Management39,960$1.93M0.4%-70.0%0.024%
7/10/2026 Wealthcare Advisory Partners LLC112,331$5.41M0.1%-1.5%0.067%
7/9/2026 Kraft Davis & Associates LLC82,720$4.05M0.8%-11.1%0.050%
7/9/2026 Key Client Fiduciary Advisors LLC49,763$2.40M0.7%+3.2%0.030%
7/9/2026 Centurion Wealth Management LLC33,393$1.61M0.4%-23.8%0.020%
7/9/2026 Next Level Private LLC70,316$3.39M0.7%-3.5%0.042%
7/9/2026 Focus Financial Network Inc.29,754$1.43M0.0%+3.0%0.018%
7/9/2026 Allied Private Wealth LLC628$31K0.0%N/A0.000%
7/9/2026 Whitaker Myers Wealth Managers LTD.30,719$1.48M0.2%-8.4%0.018%
7/9/2026 Sax Wealth Advisors LLC4,575$215K0.0%-17.8%0.003%
7/9/2026 Crumly & Associates Inc.157,145$7.57M1.4%-1.1%0.094%
7/8/2026 First Heartland Consultants Inc.27,216$1.31M0.1%+8.5%0.016%
7/8/2026 RVW Wealth LLC21,974$1.06M0.1%+2.4%0.013%
7/8/2026 Midwest Financial Network LLC44,397$2.14M1.5%-16.9%0.027%
7/7/2026 Fermata Advisors LLC10,255$494K0.1%+22.8%0.006%
7/7/2026 Willner & Heller LLC11,034$532K0.3%-5.9%0.007%
7/7/2026 Inspirion Wealth Advisors LLC11,859$575K0.1%-17.4%0.007%
7/7/2026 GAMMA Investing LLC10,443$503K0.0%-2.6%0.006%
7/7/2026 Avior Wealth Management LLC4,610$222K0.0%-4.2%0.003%
7/7/2026 Harbor Investment Advisory LLC49,778$2.40M0.2%-15.2%0.030%
7/7/2026 Wisconsin Wealth Advisors LLC35,999$1.73M1.5%+3.9%0.022%
7/7/2026 CoreCap Advisors LLC13,304$641K0.0%-6.6%0.008%
7/7/2026 City Center Advisors LLC16,857$812K0.7%+8.9%0.010%
7/6/2026 Hobart 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%
6/23/2026 Ballast Advisors LLC925$44K0.0%N/A0.001%
6/8/2026 Pine Valley Investments Ltd Liability Co135,500$6.37M0.3%-5.2%0.079%
6/4/2026 Midwest Financial Network LLC53,446$2.51M2.0%-19.8%0.031%
6/3/2026 Parallel Advisors LLC12,254$576K0.0%+356.7%0.007%
6/3/2026 NewEdge 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%
5/26/2026 Axiom Investment Management LLC4,923$232K0.2%N/A0.003%
5/21/2026 J. Derek Lewis & Associates Inc.21,557$1.01M0.2%+1.4%0.013%
Barricks gold output fell from 2 million ounces to 719000 (Ad)

Barrick's gold production has plunged from 2 million ounces to just 719,000, leaving the world's second-largest miner running on fumes. Newmont's $15 billion purchase of Newcrest, the largest mining deal in history, still couldn't keep output growing, proof that majors must keep buying to survive. With record cash flows and shrinking mines, gold majors are positioned to launch a wave of acquisitions targeting the best junior assets.tc pixel

See the top three gold buyout targets to watch now
5/19/2026Western Wealth Management LLC108,184$5.09M0.2%-9.8%0.063%
5/19/2026 NewEdge 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%
5/19/2026 Arkadios Wealth Advisors224,953$10.58M0.2%+81.0%0.132%
5/19/2026 IFS Group LLC81,471$3.83M3.4%N/A0.048%
5/19/2026Claris Financial LLC250,591$11.79M6.4%+0.7%0.147%
5/18/2026 EverSource 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%
5/16/2026 Quantinno Capital Management LP27,589$1.30M0.0%+44.6%0.016%
5/15/2026 Gateway Wealth Partners LLC452,776$21.29M0.8%+113.0%0.266%
5/15/2026 Van Diest Capital LLC4,817$227K0.2%-6.1%0.003%
5/15/2026Waverly Advisors LLC60,630$2.85M0.0%+1.3%0.036%
5/14/2026 CLG LLC54,364$2.56M0.6%-1.7%0.032%
5/14/2026Modern Wealth Management LLC279,941$13.19M0.2%+4.8%0.164%
5/14/2026 RMG Wealth Management LLC1,993$94K0.0%N/A0.001%
5/14/2026Sei Investments Co.6,512$306K0.0%N/A0.004%
5/14/2026 Lido Advisors LLC128,108$6.03M0.0%-5.3%0.075%
5/13/2026 Cetera Investment Advisers1,983,916$93.30M0.1%-1.8%1.164%
5/13/2026 First Trust Advisors LP16,755$788K0.0%-34.0%0.010%
5/8/2026 Pacific Sun Financial Corp47,624$2.24M1.1%-1.9%0.028%
5/8/2026 PNC Financial Services Group Inc.381,973$17.96M0.0%-5.9%0.224%
5/7/2026 Balefire LLC7,948$374K0.1%-35.1%0.005%
5/7/2026 Parallel Advisors LLC12,254$576K0.0%+356.7%0.007%
5/7/2026 Spartan Wealth Advisory Services LLC18,373$864K0.1%N/A0.011%
5/7/2026 WealthTrust Asset Management LLC5,478$258K0.2%N/A0.003%
5/7/2026 Hershey Financial Advisers LLC5,118$241K0.2%N/A0.003%
5/6/2026 MTM Investment Management LLC11,394$536K0.2%-2.2%0.007%
5/6/2026 Assetmark Inc.229,722$10.80M0.0%+3.5%0.135%
5/6/2026 Main Street Group LTD835$39K0.0%N/A0.000%
5/6/2026 Allspring Global Investments Holdings LLC1,770$84K0.0%N/A0.001%
5/6/2026 Independent Financial Group LLC67,623$3.18M0.1%N/A0.040%
5/6/2026 Prosperity Consulting Group LLC229,511$10.79M0.5%-2.0%0.135%
5/5/2026 D.A. Davidson & CO.501,597$23.59M0.1%+0.2%0.294%
5/5/2026 Bank of New York Mellon Corp78,557$3.70M0.0%-0.5%0.046%
5/5/2026 Geneos Wealth Management Inc.51,334$2.41M0.1%-40.3%0.030%
5/5/2026 Sanctuary Advisors LLC191,794$9.02M0.0%-0.5%0.112%
5/5/2026 BlueChip Wealth Advisors LLC178,162$8.38M3.7%-2.7%0.104%
5/5/2026 Sigma Planning Corp124,208$5.84M0.2%-3.7%0.073%
5/5/2026 1ST Source Bank142,906$6.72M0.3%-13.4%0.084%
5/5/2026 Avantax Planning Partners Inc.5,365$252K0.0%-13.3%0.003%
5/4/2026 Milestones Private Investment Advisors LLC7,878$371K0.3%-20.9%0.005%
5/4/2026 Retirement Planning Group LLC9,538$449K0.0%-79.7%0.006%
5/4/2026 Bleakley Financial Group LLC11,706$551K0.0%-6.4%0.007%
5/4/2026 Moment Partners LLC96,987$4.56M0.8%-12.2%0.057%
5/2/2026 International Assets Investment Management LLC90,678$4.27M0.1%-1.2%0.053%
5/2/2026 Diversify Wealth Management LLC5,301$252K0.0%+20.0%0.003%
5/2/2026 Valmark Advisers Inc.82,610$3.89M0.0%-7.2%0.048%
Barricks gold output fell from 2 million ounces to 719000 (Ad)

Barrick's gold production has plunged from 2 million ounces to just 719,000, leaving the world's second-largest miner running on fumes. Newmont's $15 billion purchase of Newcrest, the largest mining deal in history, still couldn't keep output growing, proof that majors must keep buying to survive. With record cash flows and shrinking mines, gold majors are positioned to launch a wave of acquisitions targeting the best junior assets.tc pixel

See the top three gold buyout targets to watch now
5/1/2026 Citizens Financial Group Inc. RI10,243$482K0.0%-14.4%0.006%
5/1/2026 Fifth Third Bancorp83,907$3.95M0.0%+1,809.1%0.049%
5/1/2026 Sovran Advisors LLC30,576$1.47M0.1%-2.3%0.018%
5/1/2026 Petix & Botte Co324,767$15.27M3.4%-4.2%0.190%
5/1/2026Manning & Napier Advisors LLC1,420$67K0.0%-13.4%0.001%
4/30/2026 Elevated Capital Advisors LLC63,001$2.96M0.7%-1.4%0.037%
4/30/2026 Waterfront Wealth Inc.9,255$435K0.1%+3.0%0.005%
4/30/2026 Beacon Financial Group414,431$19.49M1.9%-0.7%0.242%
4/30/2026 Cherry Creek Investment Advisors Inc.173,179$8.15M3.5%+4.2%0.101%
4/30/2026 Kestra Advisory Services LLC865,457$40.70M0.2%-0.6%0.506%


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 517 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 7,050,170 shares in the last 24 months. This purchase volume represents approximately $326.10M in transactions.

Of the 330 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 11,766,301 shares in the last 24 months. This volume of shares sold represents approximately $544.38M 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 8/14/2026. New 13F filings are added each quarter as they're published.
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