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

First Trust Value Line Dividend Index Fund logo
$50.50 +0.01 (+0.02%)
As of 08/28/2026 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)
299
Total
Institutional Inflows
(last 12 months)
$326.41M
Number of
Institutional Sellers
(last 12 months)
328
Total
Institutional Outflows
(last 12 months)
$540.50M
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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
8/27/2026 Corient Private Wealth LP8,894$428K0.0%-28.9%0.005%
8/27/2026 Tucker Asset Management LLC4,327$208K0.1%N/A0.003%
8/24/2026 Carlson Financial Inc.30,031$1.45M0.7%-3.3%0.018%
8/23/2026 Ameritas Advisory Services LLC84,484$4.07M0.1%+132.4%0.051%
8/23/2026 Guardian Wealth Advisors LLC NC4,250$205K0.0%N/A0.003%
8/23/2026 Wedmont Private Capital4,091$200K0.0%N/A0.002%
8/23/2026 Kintra Wealth LLC7,228$367K0.0%N/A0.004%
8/23/2026 PCG Wealth Advisors LLC47,760$2.30M0.5%-2.8%0.029%
8/23/2026 SFG Wealth Management LLC.13,103$631K0.2%+4.1%0.008%
8/23/2026 Kraematon Investment Advisors Inc.73,274$3.53M2.6%-1.1%0.044%
8/23/2026 Asset Allocation Strategies LLC84,343$4.06M0.6%+0.9%0.051%
8/23/2026 Kaydan Wealth Management Inc.86,897$4.19M1.3%+1.0%0.053%
8/22/2026 Compass Financial Management LLC3,817$187K0.0%N/A0.002%
8/22/2026 NI Acquisitions Company LLC8,536$411K0.2%N/A0.005%
8/22/2026 Old Mission Investment Co LLC5,820$280K0.1%N/A0.004%
8/22/2026 TOP Private Wealth LLC.599$29K0.0%N/A0.000%
8/22/2026 Investor s Fiduciary Advisor Network LLC26,486$1.28M0.4%-6.8%0.016%
8/22/2026 Concurrent Investment Advisors LLC367,222$17.69M0.1%+0.5%0.222%
8/21/2026 Kraft Davis & Associates LLC82,720$4.05M0.8%-11.1%0.050%
8/21/2026 Continuum Advisory LLC80,653$3.89M0.3%+3.1%0.049%
8/21/2026 Coppell Advisory Solutions LLC61,509$30K0.0%N/A0.037%
8/21/2026 Beacon Financial Advisory LLC201,229$9.70M1.9%-10.3%0.122%
8/21/2026 KFA Private Wealth Group LLC5,390$260K0.1%-6.5%0.003%
8/21/2026 Murphy Middleton Hinkle & Parker Inc.29,739$1.43M0.6%+29.1%0.018%
8/21/2026 Acorn Wealth Advisors LLC15,216$733K0.2%-3.0%0.009%
8/21/2026 Triumph Capital Management14,924$719K0.1%-64.3%0.009%
8/20/2026 Rehmann Capital Advisory Group160,466$7.73M0.3%-1.4%0.097%
8/20/2026 Camelot Portfolios LLC15,757$759K0.5%+104.9%0.010%
8/20/2026 Greenleaf Trust9,649$465K0.0%-2.5%0.006%
8/14/2026 Ancora 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%
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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%
6/1/2026 Keel Point LLC12,017$565K0.0%-2.1%0.007%
5/28/2026 Cozad 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%
5/19/2026 Western 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%
5/19/2026 Bank of America Corp DE5,292,515$248.91M0.0%-5.2%3.104%
5/19/2026 Centaurus 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%
5/18/2026 Royal Bank of Canada3,287,993$154.64M0.0%-12.0%1.929%
5/18/2026 Empowered 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%
5/15/2026 Waverly Advisors LLC60,630$2.85M0.0%+1.3%0.036%
5/14/2026 CLG LLC54,364$2.56M0.6%-1.7%0.032%
5/14/2026 Modern Wealth Management LLC279,941$13.19M0.2%+4.8%0.164%
5/14/2026 RMG Wealth Management LLC1,993$94K0.0%N/A0.001%
5/14/2026 Sei 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%
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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%


FVD Institutional Ownership - Frequently Asked Questions

During the previous two years, 673 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 524 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 7,043,921 shares in the last 24 months. This purchase volume represents approximately $326.41M 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 11,673,935 shares in the last 24 months. This volume of shares sold represents approximately $540.50M 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 8/27/2026. New 13F filings are added each quarter as they're published.
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