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

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$40.01
-0.14 (-0.35%)
(As of 02:39 PM ET)
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Stock AnalysisChartDividendHeadlinesHoldingsOwnershipRatings

Institutional Ownership Changes (13F Filings) for First Trust Value Line Dividend Index Fund (NYSEARCA:FVD)

Number of
Institutional Buyers
(last 12 months)
373
Total
Institutional Inflows
(last 12 months)
$932.20M
Number of
Institutional Sellers
(last 12 months)
342
Total
Institutional Outflows
(last 12 months)
$1.23B
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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
4/16/2024Register Financial Advisors LLC1,113$47K0.0%N/A0.000%
4/16/2024Capital Asset Advisory Services LLC5,188$214K0.0%-9.2%0.002%
4/16/2024Towerpoint Wealth LLC123,747$5.23M2.6%-1.1%0.041%
4/16/2024Wealth Enhancement Advisory Services LLC280,183$11.83M0.0%-3.2%0.094%
4/16/2024ERn Financial LLC68,861$2.91M0.5%-0.4%0.023%
4/15/2024WealthCare Investment Partners LLC240,372$10.15M4.9%+5.4%0.080%
4/15/2024Wealthcare Advisory Partners LLC191,828$8.10M0.3%+1.5%0.064%
4/15/2024Key Client Fiduciary Advisors LLC152,538$6.44M3.4%+0.5%0.051%
4/15/2024Sovereign Financial Group Inc.5,962$252K0.1%-14.1%0.002%
4/15/2024Future Financial Wealth Managment LLC1,325$56K0.0%N/A0.000%
4/15/2024Hobart Private Capital LLC370,172$15.63M4.8%+24.0%0.124%
4/15/2024Elevated Capital Advisors LLC218,952$9.25M2.6%+5.3%0.073%
4/15/2024Flagstar Advisors Inc.206,387$8.72M2.4%-6.1%0.069%
4/15/2024Kingswood Wealth Advisors LLC13,968$590K0.1%-20.8%0.005%
4/13/2024 Inspirion Wealth Advisors LLC18,123$765K0.1%-6.8%0.006%
4/13/2024 Retirement Planning Group LLC6,575$278K0.0%+10.9%0.002%
4/12/2024 Dynamic Advisor Solutions LLC56,665$2.39M0.1%-79.6%0.019%
4/12/2024 Strategic Planning Group LLC245,115$10.35M2.5%+20.7%0.082%
4/12/2024 Kaydan Wealth Management Inc.86,284$3.64M1.2%+0.6%0.029%
4/12/2024 Whitaker Myers Wealth Managers LTD.49,632$2.10M0.9%-0.5%0.017%
4/12/2024 Harbor Investment Advisory LLC98,278$4.15M0.4%-15.0%0.033%
4/12/2024 Global Assets Advisory LLC566,218$23.91M0.1%+4,088.0%0.189%
4/12/2024 Southland Equity Partners LLC80,111$3.38M0.9%+3.9%0.027%
4/12/2024 AdvisorNet Financial Inc33,209$1.40M0.1%-1.8%0.011%
4/12/2024 Purus Wealth Management LLC22,920$968K0.5%-1.4%0.008%
4/11/2024 Opal Wealth Advisors LLC9,508$402K0.1%+3.7%0.003%
4/11/2024 International Assets Investment Management LLC80,786$3.38M0.1%-6.3%0.027%
4/11/2024 &PARTNERS16,060$678K0.1%N/A0.005%
4/11/2024 SignalPoint Asset Management LLC84,759$3.58M1.0%-24.5%0.028%
4/11/2024 Ballew Advisors Inc101,353$4.15M2.9%-0.4%0.034%
4/11/2024 RFG Advisory LLC44,108$1.86M0.1%-0.9%0.015%
4/10/2024 Park Avenue Securities LLC47,749$2.02M0.0%-6.4%0.016%
4/8/2024 RVW Wealth LLC118,066$4.99M0.5%-31.7%0.039%
4/5/2024 NBC Securities Inc.116,041$4.91M0.5%-9.6%0.039%
4/4/2024 Advance Capital Management Inc.98,619$4.17M0.3%-67.2%0.033%
4/1/2024 Park National Corp OH504,712$21.31M0.8%-0.8%0.169%
3/22/2024Livelsberger Financial Advisory625$25K0.0%N/A0.000%
3/22/2024PNC Financial Services Group Inc.490,701$19.90M0.0%+1.4%0.164%
3/15/2024Skyline Advisors Inc.10,740$436K0.2%N/A0.004%
3/15/2024BlueChip Wealth Advisors LLC191,567$7.77M5.4%N/A0.064%
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3/15/2024B. Riley Wealth Advisors Inc.167,664$6.80M0.2%-16.3%0.056%
3/8/2024Trust Co. of Vermont3,600$146K0.0%N/A0.001%
3/8/2024ICA Group Wealth Management LLC294,047$11.93M2.7%-49.6%0.098%
3/6/2024Willner & Heller LLC19,580$794K0.9%N/A0.007%
3/4/2024Tucker Asset Management LLC12,874$522K0.1%-3.8%0.004%
3/1/2024Creekmur Asset Management LLC2,246$91K0.0%N/A0.001%
3/1/2024Pineridge Advisors LLC846$34K0.0%N/A0.000%
2/26/2024Integrated Advisors Network LLC24,975$1.01M0.1%-2.4%0.008%
2/26/2024Virtu Financial LLC7,900$320K0.0%-79.9%0.003%
2/23/2024Chicago Partners Investment Group LLC142,188$5.69M0.3%+1.7%0.048%
2/23/2024Beacon Financial Group477,143$19.35M2.4%+8.3%0.159%
2/20/2024Clarity Capital Partners LLC8,173$331K0.2%N/A0.003%
2/20/2024Voisard Asset Management Group Inc.3,200$130K0.1%N/A0.001%
2/16/2024 Global Assets Advisory LLC13,520$550K0.7%-1.9%0.005%
2/16/2024Harbour Investments Inc.1,008,098$40.89M1.7%+3.8%0.337%
2/16/2024PCA Investment Advisory Services Inc.7,097$288K0.2%-54.7%0.002%
2/15/2024Venture Visionary Partners LLC34,509$1.40M0.1%+11.7%0.012%
2/15/2024Virtue Capital Management LLC47,893$1.93M0.4%-3.8%0.016%
2/15/2024Ruggaard & Associates LLC19,383$786K0.4%+9.4%0.006%
2/15/2024West Michigan Advisors LLC82,963$3.37M1.3%+1.6%0.028%
2/15/2024 Weitzel Financial Services Inc.7,059$288K0.2%-6.5%0.002%
2/15/2024Mission Creek Capital Partners Inc.9,633$391K0.1%-6.2%0.003%
2/15/2024Freedom Investment Management Inc.8,729$354K0.0%+46.1%0.003%
2/15/2024Bartlett & CO. Wealth Management LLC3,500$143K0.0%N/A0.001%
2/15/2024Buckingham Strategic Partners LLC212,866$8.63M0.4%-10.8%0.071%
2/15/2024Baird Financial Group Inc.2,084,879$84.56M0.2%+0.6%0.697%
2/15/2024Citadel Advisors LLC161,845$6.56M0.0%-54.3%0.054%
2/15/2024Comerica Bank95,258$3.86M0.0%-4.2%0.032%
2/14/2024Royal Bank of Canada4,916,788$199.42M0.0%-6.0%1.643%
2/14/2024Continuum Advisory LLC59,602$2.42M0.3%-15.8%0.020%
2/14/2024Pathstone Holdings LLC14,792$600K0.0%N/A0.005%
2/14/2024Waverly Advisors LLC17,498$710K0.0%-10.6%0.006%
2/14/2024Kestra Advisory Services LLC1,131,953$45.91M0.4%-16.2%0.378%
2/14/2024Creative Planning26,177$1.06M0.0%-18.6%0.009%
2/14/2024Icon Wealth Advisors LLC20,783$843K0.1%N/A0.007%
2/14/2024MGO One Seven LLC17,796$722K0.0%-6.3%0.006%
2/14/2024VitalStone Financial LLC15,839$642K0.5%-8.0%0.005%
2/14/2024Traction Financial Partners LLC21,517$873K0.6%N/A0.007%
2/14/2024Waterloo Capital L.P.60,380$2.45M0.4%+295.1%0.020%
2/14/2024Prudential PLC24,000$973K0.0%N/A0.008%
2/14/2024White Knight Strategic Wealth Advisors LLC11,512$467K0.5%-27.0%0.004%
2/13/2024Envestnet Asset Management Inc.3,916,910$158.87M0.1%-6.2%1.309%
2/13/2024Stephens Inc. AR78,448$3.18M0.1%+0.8%0.026%
2/13/2024Cetera Advisor Networks LLC488,355$19.81M0.1%-14.8%0.163%
2/13/2024Oppenheimer & Co. Inc.161,334$6.54M0.1%+2.9%0.054%
2/13/2024Trademark Financial Management LLC20,625$837K0.6%N/A0.007%
2/13/2024Tower Research Capital LLC TRC 96,429$3.91M0.0%-19.9%0.032%
2/13/2024Goldman Sachs Group Inc.113,080$4.59M0.0%-37.5%0.038%
2/13/2024Belpointe Asset Management LLC17,448$708K0.1%+15.0%0.006%
2/13/2024Laurel Wealth Advisors LLC750$30K0.0%-28.6%0.000%
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2/13/2024Jones Financial Companies Lllp4,361$177K0.0%+214.6%0.001%
2/13/2024Carolinas Wealth Consulting LLC7,850$318K0.0%-64.1%0.003%
2/12/2024Harvest Investment Services LLC134,330$5.45M2.5%+7.6%0.045%
2/12/2024Goldstein Advisors LLC91,757$3.72M0.6%-1.5%0.031%
2/12/2024Laidlaw Wealth Management LLC12,074$490K0.2%-8.6%0.004%
2/12/2024StoneX Group Inc.192,301$7.81M1.0%-4.7%0.064%
2/12/2024Holistic Financial Partners199,712$8.10M4.9%-4.7%0.067%
2/12/2024Focus Financial Network Inc. ADV34,907$1.42M0.1%N/A0.012%
2/12/2024Stifel Financial Corp2,866,964$116.29M0.1%-25.0%0.958%
2/12/2024Steward Partners Investment Advisory LLC308,578$12.52M0.2%-24.1%0.103%
(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, 616 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 ($846.11M), Bank of America Corp DE ($414.79M), Wells Fargo & Company MN ($384.01M), Ameriprise Financial Inc. ($328.34M), Raymond James Financial Services Advisors Inc. ($261.79M), and UBS Group AG ($236.91M).Learn more on FVD's institutional investors.

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

Of the 540 institutional investors that purchased First Trust Value Line Dividend Index Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Advance Capital Management Inc. ($5.10M), International Assets Investment Management LLC ($3.42M), LPL Financial LLC ($2.54M), Walker Asset Management LLC ($2.21M), Wells Fargo & Company MN ($1.93M), Private Advisor Group LLC ($1.83M), and Trilogy Capital Inc. ($1.42M).

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

Institutional investors have bought a total of 55,457,078 shares in the last 24 months. This purchase volume represents approximately $2.21B in transactions.

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

Of the 422 institutional investors that sold First Trust Value Line Dividend Index Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Advance Capital Management Inc. ($5.00M), UBS Group AG ($2.91M), Northwestern Mutual Wealth Management Co. ($2.76M), Raymond James & Associates ($2.60M), Morgan Stanley ($2.38M), Bank of America Corp DE ($1.99M), and Ameriprise Financial Inc. ($1.69M).

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

Institutional investors have sold a total of 49,319,265 shares in the last 24 months. This volume of shares sold represents approximately $1.96B in transactions.


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This page (NYSEARCA:FVD) was last updated on 4/16/2024 by MarketBeat.com Staff

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