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

First Trust Value Line Dividend Index Fund logo
$50.12 -0.51 (-1.01%)
As of 10/23/2026 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)
296
Total
Institutional Inflows
(last 12 months)
$338.78M
Number of
Institutional Sellers
(last 12 months)
324
Total
Institutional Outflows
(last 12 months)
$550.58M
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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
10/24/2026 Apollon Wealth Management LLC16,324$766K0.0%+33.8%0.010%
10/24/2026 Kingswood Wealth Advisors LLC43,482$2.04M0.1%+10.4%0.027%
10/24/2026 Sigma Planning Corp88,761$4.16M0.1%N/A0.056%
10/24/2026 Trademark Financial Management LLC10,540$494K0.2%-11.0%0.007%
10/24/2026 Argyle Capital Partners LLC33,485$1.57M0.9%+3.3%0.021%
10/24/2026 SFG Wealth Management LLC.12,571$590K0.2%-4.1%0.008%
10/24/2026 Trueblood Wealth Management LLC18,262$857K0.3%+1.3%0.011%
10/24/2026 Valley National Advisers Inc.1,094$51K0.0%-88.8%0.001%
10/23/2026 Bernardo Wealth Planning LLC17,550$823K0.1%+57.4%0.011%
10/23/2026 Signaturefd LLC593$28K0.0%N/A0.000%
10/23/2026 Simplicity Wealth LLC15,849$743K0.0%+34.9%0.010%
10/23/2026 Sowell Financial Services LLC25,322$1.19M0.0%-4.6%0.016%
10/23/2026 DHJJ Financial Advisors Ltd.65,653$3.08M0.9%-8.0%0.041%
10/23/2026 Barrett & Company Inc.145,918$6.85M1.8%N/A0.091%
10/23/2026 Wedbush Securities Inc.59,360$2.79M0.1%N/A0.037%
10/22/2026 BIP Wealth LLC20,425$958K0.0%-2.3%0.013%
10/22/2026 Compass Wealth Management LLC888$42K0.0%N/A0.001%
10/22/2026 Brookstone Capital Management6,866$322K0.0%+8.0%0.004%
10/22/2026 NBT Bank N.A.2,797$131K0.0%N/A0.002%
10/22/2026 Root Financial Partners LLC3,691$173K0.0%-18.4%0.002%
10/22/2026 Pinnacle Bancorp Inc.4,178$196K0.1%-36.1%0.003%
10/21/2026 Sowell Financial Services LLC25,322$1.19M0.0%-4.6%0.016%
10/21/2026 Diversify Advisory Services LLC6,481$317K0.0%+3.4%0.004%
10/20/2026 Commonwealth Financial Services LLC5,785$271K0.0%N/A0.004%
10/20/2026 tru Independence LLC24,831$1.17M0.5%-4.6%0.016%
10/20/2026 New England Private Wealth Advisors LLC759,035$35.61M3.4%-0.3%0.475%
10/20/2026 Retirement Planning Group LLC6,867$322K0.0%N/A0.004%
10/19/2026 Fairvoy Private Wealth LLC45,532$2.14M0.4%-35.3%0.028%
10/19/2026 Capital Square LLC20,580$965K0.4%-4.4%0.013%
10/17/2026 IFP Advisors Inc172,961$8.11M0.1%-3.0%0.108%
10/17/2026 Robertson Stephens Wealth Management LLC20,619$967K0.0%+1.6%0.013%
10/16/2026 McKinley Carter Wealth Services Inc.33,881$1.59M0.1%-74.3%0.021%
10/16/2026 Perryman Financial Advisory Inc. AD28,519$1.34M0.2%N/A0.018%
10/16/2026 Goldstein Advisors LLC78,989$3.71M0.3%-2.4%0.049%
10/16/2026 Iams Wealth Management LLC42,559$2.00M0.6%-27.9%0.027%
10/16/2026 True Blue Financial LLC38,249$1.79M0.7%-5.5%0.024%
10/15/2026 Comprehensive Financial Consultants Institutional Inc.35,072$1.65M0.4%+1.8%0.022%
10/15/2026 AdvisorNet Financial Inc22,703$1.10M0.0%-2.0%0.014%
10/15/2026 Purus Wealth Management LLC19,671$923K0.3%-13.5%0.012%
10/15/2026 HBW Advisory Services LLC6,367$299K0.0%-77.3%0.004%
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10/15/2026 Strategy Asset Managers LLC4,936$232K0.0%-78.3%0.003%
10/14/2026 Triumph Capital Management14,584$684K0.1%-2.3%0.009%
10/14/2026 ABLE Financial Group LLC13,172$618K0.1%-10.3%0.008%
10/14/2026 Focus Financial Network Inc.27,403$1.29M0.0%-7.9%0.017%
10/14/2026 Lighthouse Wealth Management Inc.21,869$1.03M0.6%-2.4%0.014%
10/14/2026 4WEALTH Advisors Inc.17,818$843K0.6%+9.7%0.011%
10/14/2026 B. Riley Wealth Advisors Inc.38,518$1.81M0.1%N/A0.024%
10/13/2026 Accel Wealth Management39,422$1.85M0.4%-1.3%0.025%
10/13/2026 Fermata Advisors LLC9,341$438K0.1%-8.9%0.006%
10/13/2026 Avior Wealth Management LLC4,389$206K0.0%-4.8%0.003%
10/13/2026 Midwest Financial Network LLC20,800$976K0.7%-53.1%0.013%
10/10/2026 Prism Advisors Inc.33,785$1.61M0.4%-7.9%0.021%
10/9/2026 First Heartland Consultants Inc.26,872$1.26M0.1%-1.3%0.017%
10/9/2026 GAMMA Investing LLC8,093$380K0.0%-22.5%0.005%
10/8/2026 Wisconsin Wealth Advisors LLC36,604$1.72M1.5%+1.7%0.023%
10/8/2026 Farther Finance Advisors LLC165,913$7.78M0.1%+21.8%0.103%
10/8/2026 Avidian Wealth Enterprises LLC5,342$251K0.0%N/A0.003%
10/8/2026 Kaydan Wealth Management Inc.78,551$3.69M1.3%-9.6%0.049%
10/7/2026 Venture Visionary Partners LLC30,701$1.44M0.0%-5.9%0.019%
10/6/2026 RVW Wealth LLC21,474$1.01M0.1%-2.3%0.013%
10/5/2026 Park 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%
9/9/2026 Miramontes 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%
9/9/2026 IFP 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%
8/23/2026 Wedmont 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%
8/23/2026 SFG 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%
8/23/2026 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%
8/22/2026Compass Financial Management LLC3,817$187K0.0%N/A0.002%
8/22/2026NI Acquisitions Company LLC8,536$411K0.2%N/A0.005%
8/22/2026 Old Mission Investment Co LLC5,820$280K0.1%N/A0.004%
8/22/2026TOP 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%
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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%
8/21/2026Continuum Advisory LLC80,653$3.89M0.3%+3.1%0.049%
8/21/2026Coppell Advisory Solutions LLC61,509$30K0.0%N/A0.037%
8/21/2026 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%
8/20/2026Rehmann Capital Advisory Group160,466$7.73M0.3%-1.4%0.097%


FVD Institutional Ownership - Frequently Asked Questions

During the previous two years, 662 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 510 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), JPMorgan Chase & Co. ($2.64M), Strategic Financial Concepts LLC ($1.16M), Ameriprise Financial Inc. ($1.05M), Golden State Wealth Management LLC ($960.44K), Intellus Advisors LLC ($682.31K), and Benjamin Edwards Inc. ($565.99K).

Institutional investors have bought a total of 7,300,327 shares in the last 24 months. This purchase volume represents approximately $338.78M in transactions.

Of the 324 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 11,874,874 shares in the last 24 months. This volume of shares sold represents approximately $550.58M in transactions.


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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 10/24/2026. New 13F filings are added each quarter as they're published.
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