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

First Trust Value Line Dividend Index Fund logo
$50.14 -0.09 (-0.18%)
As of 07/31/2026 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)
314
Total
Institutional Inflows
(last 12 months)
$415.78M
Number of
Institutional Sellers
(last 12 months)
355
Total
Institutional Outflows
(last 12 months)
$646.90M
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Skip Chart & View Institutional Buying and Selling Data

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
7/12/2026 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%
6/23/2026Ballast 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%
6/3/2026Parallel 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%
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5/19/2026Arkadios 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%
5/16/2026Quantinno 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%
5/14/2026 CLG LLC54,364$2.56M0.6%-1.7%0.032%
5/14/2026Modern Wealth Management LLC279,941$13.19M0.2%+4.8%0.164%
5/14/2026RMG 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%
5/7/2026 Balefire 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%
5/7/2026 WealthTrust 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%
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%
5/6/2026Allspring Global Investments Holdings LLC1,770$84K0.0%N/A0.001%
5/6/2026 Independent Financial Group LLC67,623$3.18M0.1%N/A0.040%
5/6/2026Prosperity 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%
5/5/2026Bank 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%
5/5/2026 BlueChip 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%
5/5/2026 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%
5/4/2026Retirement Planning Group LLC9,538$449K0.0%-79.7%0.006%
5/4/2026Bleakley Financial Group LLC11,706$551K0.0%-6.4%0.007%
5/4/2026 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%
5/2/2026Valmark 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%
5/1/2026 Sovran Advisors LLC30,576$1.47M0.1%-2.3%0.018%
5/1/2026Petix & Botte Co324,767$15.27M3.4%-4.2%0.190%
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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%
4/30/2026 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%
4/30/2026IAG Wealth Partners LLC6,719$316K0.0%-14.6%0.004%
4/29/2026 Richmond Investment Services LLC21,084$992K0.2%-7.3%0.012%
4/29/2026 WealthPLAN Partners LLC6,838$322K0.1%-3.3%0.004%
4/29/2026Advance Capital Management Inc.34,509$1.62M0.1%-12.7%0.020%


FVD Institutional Ownership - Frequently Asked Questions

During the previous two years, 668 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 518 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 9,058,728 shares in the last 24 months. This purchase volume represents approximately $415.78M in transactions.

Of the 355 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 14,059,806 shares in the last 24 months. This volume of shares sold represents approximately $646.90M in transactions.


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This page (NYSEARCA:FVD) was last updated on 8/2/2026 by MarketBeat.com Staff.
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