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

First Trust Value Line Dividend Index Fund logo
$45.18 -0.34 (-0.75%)
Closing price 07/11/2025 04:10 PM Eastern
Extended Trading
$45.18 0.00 (0.00%)
As of 07/11/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
351
Total
Institutional Inflows
(last 12 months)
$1.06B
Number of
Institutional Sellers
(last 12 months)
357
Total
Institutional Outflows
(last 12 months)
$895.99M
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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
7/11/2025Skyline Advisors Inc.6,285$281K0.1%-7.0%0.003%
7/11/2025Farther Finance Advisors LLC60,326$2.70M0.1%+195.2%0.030%
7/11/2025Silver Oak Securities Incorporated234,524$10.48M0.9%-6.1%0.117%
7/11/2025SeaCrest Wealth Management LLC5,522$247K0.0%-14.5%0.003%
7/10/2025 Wealth Enhancement Advisory Services LLC298,003$13.55M0.0%-9.9%0.149%
7/10/2025 Signal Advisors Wealth LLC5,603$250K0.0%+23.9%0.003%
7/10/2025 Focus Financial Network Inc.36,616$1.64M0.1%-7.3%0.018%
7/10/2025 Sovran Advisors LLC36,868$1.67M0.2%-17.0%0.018%
7/9/2025 Towerpoint Wealth LLC131,905$5.90M2.6%+3.4%0.066%
7/9/2025 Inspirion Wealth Advisors LLC14,350$641K0.1%-5.1%0.007%
7/9/2025 Triumph Capital Management47,714$2.13M0.6%-5.7%0.024%
7/9/2025 Key Client Fiduciary Advisors LLC36,990$1.65M0.7%+1.5%0.018%
7/9/2025 Beacon Financial Group414,756$18.54M1.9%-1.6%0.207%
7/9/2025 WealthCare Investment Partners LLC278,627$12.67M4.6%+3.0%0.139%
7/8/2025 PTM Wealth Management LLC17,475$795K0.5%+4.8%0.009%
7/8/2025 Advance Capital Management Inc.43,583$1.95M0.1%-9.8%0.022%
7/8/2025 Prism Advisors Inc.94,914$4.24M1.2%N/A0.047%
7/8/2025 NBC Securities Inc.52,237$2.34M0.2%-17.4%0.026%
7/7/2025 Accelerate Investment Advisors LLC6,807$304K0.2%+4.5%0.003%
7/7/2025 Whitaker Myers Wealth Managers LTD.44,115$1.97M0.5%-6.0%0.022%
7/7/2025 Centurion Wealth Management LLC43,382$1.94M0.6%+1.7%0.022%
7/7/2025 RDA Financial Network7,078$316K0.1%-5.7%0.004%
7/3/2025 Higgins & Schmidt Wealth Strategies LLC124,080$5.55M3.1%-20.6%0.062%
7/2/2025 HBW Advisory Services LLC26,318$1.18M0.1%+16.0%0.013%
7/2/2025 Crumly & Associates Inc.163,534$7.31M1.8%-3.8%0.081%
7/1/2025 Park National Corp OH494,509$22.11M0.7%+2.0%0.245%
7/1/2025 Harbor Investment Advisory LLC89,166$3.99M0.3%-1.7%0.044%
7/1/2025 Private Client Services LLC11,728$524K0.2%-2.7%0.006%
6/27/2025Goldman Sachs Group Inc.152,245$6.79M0.0%+21.3%0.075%
5/28/2025Intrua Financial LLC82,430$3.68M0.5%-7.6%0.041%
5/21/2025Geneos Wealth Management Inc.72,016$3.21M0.1%-1.5%0.035%
5/20/2025Belpointe Asset Management LLC24,965$1.11M0.1%-6.4%0.012%
5/20/2025Focus Partners Wealth76,995$3.43M0.0%+4.9%0.038%
5/20/2025Integrity Alliance LLC.33,279$1.48M0.1%N/A0.016%
5/19/2025Advisory Alpha LLC90,894$4.05M0.1%-2.4%0.045%
5/16/2025Coppell Advisory Solutions LLC86,348$3.78M0.3%-42.6%0.042%
5/16/2025Signature Estate & Investment Advisors LLC93,846$4.19M0.1%-4.0%0.046%
5/16/2025Ashton Thomas Private Wealth LLC20,900$932K0.0%-5.2%0.010%
5/16/2025Goldman Sachs Group Inc.152,245$6.79M0.0%+21.3%0.075%
5/16/2025Jones Financial Companies Lllp3,442$153K0.0%-98.4%0.002%
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5/16/2025Pinnacle Family Advisors LLC27,340$1.22M0.7%+24.3%0.013%
5/16/2025Plotkin Financial Advisors LLC10,305$459K0.3%-13.7%0.005%
5/16/2025NewEdge Advisors LLC358,362$15.98M0.1%-1.6%0.176%
5/16/2025Integrated Wealth Concepts LLC235,957$10.52M0.1%+8.3%0.116%
5/16/2025AQR Capital Management LLC33,775$1.51M0.0%+52.7%0.017%
5/15/2025Focus Partners Advisor Solutions LLC36,270$1.62M0.0%-21.2%0.018%
5/15/2025Ameriflex Group Inc.20,113$897K0.4%-51.0%0.010%
5/15/2025Royal Bank of Canada3,771,838$168.19M0.0%-2.8%1.848%
5/15/2025MAI Capital Management46,493$2.07M0.0%-6.6%0.023%
5/15/2025Weitzel Financial Services Inc.7,549$332K0.2%+12.0%0.004%
5/15/2025Calton & Associates Inc.8,438$376K0.1%N/A0.004%
5/15/2025Spectrum Wealth Advisory Group LLC34,887$1.56M0.7%-5.2%0.017%
5/15/2025Baird Financial Group Inc.1,102,500$49.16M0.1%-3.6%0.540%
5/15/2025Mission Creek Capital Partners Inc.7,661$342K0.1%-19.0%0.004%
5/14/2025CreativeOne Wealth LLC15,563$694K0.0%+42.2%0.008%
5/14/2025WCG Wealth Advisors LLC34,363$1.53M0.1%-20.5%0.017%
5/14/2025Apexium Financial LP250,835$11.19M0.7%-3.5%0.123%
5/14/2025Comerica Bank70,923$3.16M0.0%-1.0%0.035%
5/14/2025Synovus Financial Corp23,829$1.06M0.0%-3.8%0.012%
5/14/2025Northwestern Mutual Wealth Management Co.312,917$13.95M0.0%-33.2%0.153%
5/14/2025Sax Wealth Advisors LLC6,093$272K0.0%N/A0.003%
5/14/2025Kestra Advisory Services LLC954,941$42.58M0.2%-3.4%0.468%
5/14/2025Purus Wealth Management LLC33,345$1.49M0.6%-1.4%0.016%
5/14/2025Ameriprise Financial Inc.4,821,901$214.23M0.1%-1.1%2.362%
5/14/2025CW Advisors LLC9,815$438K0.0%N/A0.005%
5/14/2025Summit Financial LLC13,723$612K0.0%+25.0%0.007%
5/14/2025Flow Traders U.S. LLC81,132$3.62M0.2%-50.4%0.040%
5/14/2025TFB Advisors LLC7,172$320K0.1%+4.8%0.004%
5/14/2025Venture Visionary Partners LLC33,024$1.47M0.1%-52.5%0.016%
5/14/2025Petix & Botte Co409,745$18.27M4.8%-9.1%0.201%
5/13/2025TriaGen Wealth Management LLC12,507$558K0.2%-6.6%0.006%
5/13/2025Moment Partners LLC139,027$6.20M1.2%-1.0%0.068%
5/13/2025Steward Partners Investment Advisory LLC310,812$13.86M0.1%-1.6%0.152%
5/13/2025Tyler Stone Wealth Management21,872$975K0.2%-7.9%0.011%
5/13/2025Raymond James Financial Inc.6,281,812$280.11M0.1%-6.2%3.077%
5/13/2025Nations Financial Group Inc. IA ADV4,882$218K0.0%-77.4%0.002%
5/13/2025Kovitz Investment Group Partners LLC16,813$750K0.0%+11.1%0.008%
5/13/2025Heck Capital Advisors LLC655$29K0.0%-81.1%0.000%
5/13/2025Russell Investments Group Ltd.2,676$119K0.0%-42.9%0.001%
5/13/2025Prudential PLC23,000$1.03M0.0%N/A0.011%
5/13/2025HighTower Advisors LLC1,825,391$81.39M0.1%-0.9%0.894%
5/13/2025Core Wealth Partners LLC5,800$259K0.2%-4.9%0.003%
5/12/2025Independent Advisor Alliance169,961$7.58M0.3%-52.1%0.083%
5/12/2025SouthState Corp985$44K0.0%N/A0.000%
5/12/2025Virtu Financial LLC101,619$4.53M0.2%+60.1%0.050%
5/12/2025Benjamin Edwards Inc.478,177$21.32M0.3%-4.9%0.234%
5/12/2025Townsquare Capital LLC9,119$407K0.0%N/A0.004%
5/12/2025Founders Financial Alliance LLC8,953$399K0.1%+4.5%0.004%
5/12/2025Integrity Financial Corp WA17,022$759K0.4%-3.4%0.008%
5/12/2025Savvy Advisors Inc.27,980$1.25M0.1%+9.3%0.014%
I was wrong about Trump (Ad)

I made a mistake. A mistake I feel very foolish about. After speaking with Donald Trump and some of his advisors, I believed him. I believed the promise that he would finally confront the single most dangerous threat to American life. That he would fix the ticking time bomb I’ve been warning about for 15 years. But I was wrong.

Let me show you exactly what we’re doing to prepare.
5/12/2025Citigroup Inc.450,122$20.07M0.0%-0.1%0.220%
5/12/2025LaSalle St. Investment Advisors LLC41,701$1.86M0.4%N/A0.020%
5/9/2025Chicago Partners Investment Group LLC94,812$4.16M0.1%-1.1%0.046%
5/9/2025Citizens Financial Group Inc. RI11,013$491K0.0%+45.7%0.005%
5/9/2025Strategy Asset Managers LLC13,305$593K0.1%-2.5%0.007%
5/9/2025Tidemark LLC14,476$645K0.2%-14.7%0.007%
5/9/2025West Michigan Advisors LLC6,183$276K0.1%-9.5%0.003%
5/9/2025Atria Wealth Solutions Inc.425,908$18.99M0.2%-4.9%0.209%
5/9/2025Commonwealth Equity Services LLC3,089,246$137.75M0.2%+12.7%1.513%
5/9/2025Blair William & Co. IL214,112$9.55M0.0%-5.4%0.105%
(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, 664 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), Bank of America Corp DE ($320.69M), Wells Fargo & Company MN ($290.73M), Raymond James Financial Inc. ($280.11M), UBS Group AG ($236.91M), and Ameriprise Financial Inc. ($214.23M).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 516 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 ($6.84M), Raymond James Financial Inc. ($6.70M), Strategic Financial Concepts LLC ($2.20M), JPMorgan Chase & Co. ($1.38M), Cetera Investment Advisers ($1.20M), Golden State Wealth Management LLC ($920.42K), and Intellus Advisors LLC ($647.66K).

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

Institutional investors have bought a total of 24,057,050 shares in the last 24 months. This purchase volume represents approximately $1.06B in transactions.

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

Of the 356 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), LPL Financial LLC ($2.43M), Trilogy Capital Inc. ($1.11M), Raymond James Financial Services Advisors Inc. ($951.50K), Commonwealth Equity Services LLC ($582.44K), Raymond James & Associates ($564.44K), and Advisory Alpha LLC ($476.03K).

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

Institutional investors have sold a total of 20,710,125 shares in the last 24 months. This volume of shares sold represents approximately $895.99M in transactions.


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This page (NYSEARCA:FVD) was last updated on 7/12/2025 by MarketBeat.com Staff
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