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

First Trust Value Line Dividend Index Fund logo
$45.88 +0.04 (+0.09%)
Closing price 04:10 PM Eastern
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$45.86 -0.02 (-0.03%)
As of 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)
362
Total
Institutional Inflows
(last 12 months)
$1.10B
Number of
Institutional Sellers
(last 12 months)
376
Total
Institutional Outflows
(last 12 months)
$784.36M
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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
10/15/2025CWM LLC261,694$12.10M0.0%-1.0%0.136%
10/15/2025Iams Wealth Management LLC59,699$2.76M1.1%-0.5%0.031%
10/15/2025Higgins & Schmidt Wealth Strategies LLC123,323$5.70M2.9%-0.6%0.064%
10/15/2025World Investment Advisors74,405$3.44M0.1%+0.6%0.039%
10/15/2025Brookstone Capital Management4,663$216K0.0%N/A0.002%
10/15/2025Private Trust Co. NA40,175$1.86M0.2%-5.1%0.021%
10/15/2025Southland Equity Partners LLC95,398$4.41M0.9%-2.6%0.049%
10/15/2025Founders Financial Securities LLC21,946$1.02M0.1%-28.6%0.011%
10/15/2025Santori & Peters Inc.18,318$847K0.3%-2.1%0.009%
10/14/2025 Key Client Fiduciary Advisors LLC39,690$1.84M0.6%+7.3%0.020%
10/14/2025 Prism Advisors Inc.78,009$3.61M1.0%-17.8%0.040%
10/14/2025 Farther Finance Advisors LLC56,726$2.62M0.0%-6.0%0.029%
10/14/2025 HBK Sorce Advisory LLC12,604$582K0.0%+2.9%0.007%
10/14/2025 Private Client Services LLC10,268$475K0.2%-12.4%0.005%
10/14/2025 Walker Asset Management LLC36,408$1.68M0.9%-4.0%0.019%
10/14/2025 Accelerate Investment Advisors LLC6,570$304K0.2%-3.5%0.003%
10/10/2025 ABLE Financial Group LLC16,252$751K0.2%-1.7%0.008%
10/10/2025 Fairvoy Private Wealth LLC238,584$11.03M2.5%+35.4%0.123%
10/10/2025 Focus Financial Network Inc.32,193$1.49M0.1%-12.1%0.017%
10/9/2025 AdvisorNet Financial Inc27,951$1.29M0.1%-1.9%0.014%
10/9/2025 U.S. Capital Wealth Advisors LLC19,893$920K0.0%-1.1%0.010%
10/8/2025 Patriot Financial Group Insurance Agency LLC6,929$320K0.0%-3.1%0.004%
10/8/2025 Asset Allocation Strategies LLC65,028$3.01M0.6%+15.9%0.033%
10/8/2025 RDA Financial Network6,288$291K0.1%-11.2%0.003%
10/8/2025 Towerpoint Wealth LLC138,917$6.42M2.6%+5.3%0.071%
10/8/2025 Accel Wealth Management40,401$1.87M0.5%-4.8%0.021%
10/8/2025 Beacon Financial Group415,957$19.23M1.9%+0.3%0.212%
10/7/2025 ST Germain D J Co. Inc.1,245$58K0.0%N/A0.001%
10/6/2025 Wisconsin Wealth Advisors LLC31,794$1.47M1.4%+101.3%0.016%
10/6/2025 City Center Advisors LLC14,251$659K0.6%+6.7%0.007%
10/6/2025 Inspirion Wealth Advisors LLC15,354$698K0.1%+7.0%0.008%
10/6/2025 Venture Visionary Partners LLC32,376$1.50M0.1%-2.8%0.017%
10/3/2025 KFA Private Wealth Group LLC6,060$280K0.1%-7.6%0.003%
10/2/2025 GAMMA Investing LLC11,182$517K0.0%-5.7%0.006%
10/1/2025 Park National Corp OH485,793$22.46M0.7%-1.8%0.243%
10/1/2025 Hobart Private Capital LLC315,258$14.58M3.1%-6.0%0.158%
9/26/2025Corient Private Wealth LLC6,911$309K0.0%-12.8%0.003%
9/22/2025Caldwell Trust Co1,204$54K0.0%N/A0.001%
9/15/2025Migdal Insurance & Financial Holdings Ltd.2,191$98K0.0%-10.5%0.001%
9/11/2025Milestones Private Investment Advisors LLC9,962$445K0.3%N/A0.005%
9/4/2025Osaic Holdings Inc.2,555,819$114.25M0.2%-0.5%1.279%
8/27/2025Orion Porfolio Solutions LLC111,030$4.96M0.0%-27.6%0.056%
8/26/2025Thrivent Financial for Lutherans5,250$235K0.0%-83.4%0.003%
8/26/2025Claris Financial LLC175,653$7.85M5.9%-28.3%0.088%
8/25/2025Hilltop Partners LLC6,127$274K0.1%N/A0.003%
8/20/2025Coppell Advisory Solutions LLC74,808$3.32M0.4%-13.4%0.037%
8/19/2025B. Riley Wealth Advisors Inc.34,094$1.52M0.1%N/A0.017%
8/19/2025Newbridge Financial Services Group Inc.1,331$59K0.0%N/A0.001%
8/19/2025Advisory Services Network LLC10,700$481K0.0%+19.8%0.005%
8/19/2025Asset Dedication LLC4,338$194K0.0%+40.3%0.002%
8/18/2025Tyler Stone Wealth Management20,983$938K0.2%-4.1%0.010%
8/18/2025N.E.W. Advisory Services LLC2,733$122K0.0%-83.9%0.001%
8/18/2025Geneos Wealth Management Inc.203,106$9.08M0.2%+182.0%0.102%
8/15/2025Tower Research Capital LLC TRC 105,110$4.70M0.1%+102.8%0.053%
8/15/2025 Asset Allocation Strategies LLC56,085$2.51M0.5%+18.0%0.028%
8/15/2025Corient Private Wealth LLC6,911$309K0.0%-12.8%0.003%
8/15/2025Equitable Holdings Inc.209,613$9.37M0.1%+10.5%0.105%
8/15/2025FSB Premier Wealth Management Inc.108,045$4.83M1.7%-9.1%0.054%
8/15/2025Captrust Financial Advisors35,874$1.60M0.0%+45.6%0.018%
8/15/2025Two Sigma Securities LLC15,709$702K0.1%+2.6%0.008%
8/15/2025Snowden Capital Advisors LLC107,656$4.81M0.1%-2.7%0.054%
8/15/2025Orion Porfolio Solutions LLC112,294$5.02M0.0%-26.8%0.056%
8/15/2025MML Investors Services LLC518,881$23.19M0.1%+1.2%0.260%
8/15/2025Modern Wealth Management LLC268,684$12.01M0.3%N/A0.134%
8/15/2025IHT Wealth Management LLC143,081$6.40M0.2%-4.7%0.072%
8/15/2025Great Valley Advisor Group Inc.69,407$3.10M0.1%-7.0%0.035%
8/15/2025Engineers Gate Manager LP4,789$214K0.0%N/A0.002%
8/15/2025Curi Capital LLC8,025$359K0.0%+14.0%0.004%
8/15/2025Benjamin Edwards Inc.502,705$22.47M0.3%+5.1%0.251%
8/15/2025BNP Paribas Financial Markets245,520$10.98M0.0%+378.8%0.123%
8/15/2025Bank of America Corp DE6,488,951$290.06M0.0%-2.8%3.246%
8/15/2025Ameriprise Financial Inc.5,579,921$249.41M0.1%+15.7%2.791%
8/14/2025CLG LLC121,998$5.45M1.7%-3.1%0.061%
8/14/2025White Knight Strategic Wealth Advisors LLC5,827$260K0.2%-10.0%0.003%
8/14/2025Ausdal Financial Partners Inc.44,905$2.01M0.1%-2.0%0.022%
8/14/2025Raymond James Financial Inc.5,964,805$266.63M0.1%-5.0%2.984%
8/14/2025Darwin Wealth Management LLC2,941$131K0.0%N/A0.001%
8/14/2025Quantinno Capital Management LP8,807$394K0.0%N/A0.004%
8/14/2025Diversify Wealth Management LLC4,394$201K0.0%N/A0.002%
8/14/2025LWM Advisory Services LLC12,859$575K0.4%-3.0%0.006%
8/14/2025Main Street Financial Solutions LLC38,883$1.74M0.1%-28.9%0.019%
8/14/2025NewEdge Advisors LLC410,722$18.36M0.1%+14.6%0.205%
8/14/2025Stonehaven Wealth & Tax Solutions LLC98,587$4.41M4.3%+3.5%0.049%
8/14/2025Qube Research & Technologies Ltd75,487$3.37M0.0%+120.6%0.038%
8/14/2025Marshall Investment Management LLC42,535$1.90M9.0%-73.0%0.021%
8/14/2025Cerity Partners LLC5,428$243K0.0%-46.9%0.003%
8/13/2025Victory Financial Group LLC517,551$23.14M3.7%-5.4%0.259%
8/13/2025StoneX Group Inc.93,126$4.16M0.2%-22.7%0.047%
8/13/2025Flow Traders U.S. LLC121,850$5.45M0.2%+50.2%0.061%
8/13/2025Strategic Family Wealth Counselors L.L.C.157,299$7.03M2.0%-0.7%0.079%
8/13/2025Proactive Wealth Strategies LLC104,457$4.67M2.2%-1.5%0.052%
8/13/2025Gateway Wealth Partners LLC173,795$7.77M1.5%-1.3%0.087%
8/13/2025Baird Financial Group Inc.1,141,242$51.01M0.1%+3.5%0.571%
8/13/2025First Trust Advisors LP21,014$939K0.0%+168.4%0.011%
8/13/2025EverSource Wealth Advisors LLC11,260$503K0.0%+173.4%0.006%
8/13/2025CW Advisors LLC12,140$543K0.0%+23.7%0.006%
8/13/2025Argyle Capital Partners LLC25,491$1.14M0.9%+11.9%0.013%
8/13/2025IAG Wealth Partners LLC8,113$363K0.0%-4.9%0.004%
8/13/2025Twin Peaks Wealth Advisors LLC15,764$721K0.2%-13.7%0.008%
8/13/2025WCG Wealth Advisors LLC33,949$1.52M0.1%-1.2%0.017%
(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, 652 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), Wells Fargo & Company MN ($290.73M), Bank of America Corp DE ($290.06M), Raymond James Financial Inc. ($266.63M), Ameriprise Financial Inc. ($249.41M), and UBS Group AG ($236.91M).Learn more on First Trust Value Line Dividend Index Fund's institutional investors.

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

Of the 501 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: International Assets Investment Management LLC ($6.85M), Raymond James Financial Inc. ($6.70M), Strategic Financial Concepts LLC ($2.20M), JPMorgan Chase & Co. ($1.38M), Cetera Investment Advisers ($1.20M), Ameriprise Financial Inc. ($1.05M), and Golden State Wealth Management LLC ($937.80K).

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

Institutional investors have bought a total of 24,735,926 shares in the last 24 months. This purchase volume represents approximately $1.10B in transactions.

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

Of the 376 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: International Assets Investment Management LLC ($3.43M), Trilogy Capital Inc. ($1.11M), LPL Financial LLC ($976.90K), Commonwealth Equity Services LLC ($968.74K), Raymond James Financial Inc. ($733.28K), Envestnet Asset Management Inc. ($582.87K), and JPMorgan Chase & Co. ($494.01K).

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

Institutional investors have sold a total of 17,643,340 shares in the last 24 months. This volume of shares sold represents approximately $784.36M in transactions.


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This page (NYSEARCA:FVD) was last updated on 10/15/2025 by MarketBeat.com Staff
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