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

First Trust Value Line Dividend Index Fund logo
$47.49 +0.16 (+0.34%)
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)
341
Total
Institutional Inflows
(last 12 months)
$468.10M
Number of
Institutional Sellers
(last 12 months)
375
Total
Institutional Outflows
(last 12 months)
$781.45M
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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
5/5/2026Bank of New York Mellon Corp78,557$3.70M0.0%-0.5%0.046%
5/5/2026Geneos Wealth Management Inc.51,334$2.41M0.1%-40.3%0.030%
5/5/2026Sanctuary Advisors LLC191,794$9.02M0.0%-0.5%0.112%
5/5/2026BlueChip Wealth Advisors LLC178,162$8.38M3.7%-2.7%0.104%
5/5/2026 Sigma Planning Corp124,208$5.84M0.2%-3.7%0.073%
5/5/2026 1ST Source Bank142,906$6.72M0.3%-13.4%0.084%
5/5/2026 Avantax Planning Partners Inc.5,365$252K0.0%-13.3%0.003%
5/4/2026 Milestones Private Investment Advisors LLC7,878$371K0.3%-20.9%0.005%
5/4/2026 Retirement Planning Group LLC9,538$449K0.0%-79.7%0.006%
5/4/2026 Bleakley Financial Group LLC11,706$551K0.0%-6.4%0.007%
5/4/2026 Moment Partners LLC96,987$4.56M0.8%-12.2%0.057%
5/2/2026 International Assets Investment Management LLC90,678$4.27M0.1%-1.2%0.053%
5/2/2026 Diversify Wealth Management LLC5,301$252K0.0%+20.0%0.003%
5/2/2026 Valmark Advisers Inc.82,610$3.89M0.0%-7.2%0.048%
5/1/2026 Citizens Financial Group Inc. RI10,243$482K0.0%-14.4%0.006%
5/1/2026 Fifth Third Bancorp83,907$3.95M0.0%+1,809.1%0.049%
5/1/2026 Sovran Advisors LLC30,576$1.47M0.1%-2.3%0.018%
5/1/2026 Petix & Botte Co324,767$15.27M3.4%-4.2%0.190%
5/1/2026 Manning & Napier Advisors LLC1,420$67K0.0%-13.4%0.001%
4/30/2026 Elevated Capital Advisors LLC63,001$2.96M0.7%-1.4%0.037%
4/30/2026 Waterfront Wealth Inc.9,255$435K0.1%+3.0%0.005%
4/30/2026 Beacon Financial Group414,431$19.49M1.9%-0.7%0.242%
4/30/2026 Cherry Creek Investment Advisors Inc.173,179$8.15M3.5%+4.2%0.101%
4/30/2026 Kestra Advisory Services LLC865,457$40.70M0.2%-0.6%0.506%
4/30/2026 IAG Wealth Partners LLC6,719$316K0.0%-14.6%0.004%
4/29/2026 Richmond Investment Services LLC21,084$992K0.2%-7.3%0.012%
4/29/2026 WealthPLAN Partners LLC6,838$322K0.1%-3.3%0.004%
4/29/2026 Advance Capital Management Inc.34,509$1.62M0.1%-12.7%0.020%
4/29/2026 Integrated Advisors Network LLC12,620$594K0.0%-14.9%0.007%
4/28/2026 Ascentis Independent Advisors1,371$64K0.0%N/A0.001%
4/28/2026 Stephens Inc. AR70,789$3.33M0.0%+3.1%0.041%
4/28/2026 Steigerwald Gordon & Koch Inc.1,483$70K0.0%+218.2%0.001%
4/28/2026 Peak Financial Management Inc.5,630$265K0.1%-4.4%0.003%
4/28/2026 NBT Bank N A NY12,820$603K0.0%+13,834.8%0.007%
4/28/2026 Beacon Financial Advisory LLC224,352$10.55M2.4%-1.6%0.131%
4/27/2026 Appalachian Capital Management Ltd12,427$584K0.5%-6.3%0.007%
4/27/2026 PFG Investments LLC9,634$453K0.0%+2.9%0.006%
4/27/2026 BIP Wealth LLC23,017$1.08M0.0%-4.5%0.013%
4/27/2026 World Investment Advisors68,447$3.22M0.1%-7.9%0.040%
4/27/2026 4WEALTH Advisors Inc.15,700$732K0.6%+1.8%0.009%
4/27/2026 Private Advisor Group LLC707,761$33.29M0.2%-1.3%0.413%
4/27/2026 Y Intercept Hong Kong Ltd10,964$516K0.0%-52.8%0.006%
4/27/2026 Trademark Financial Management LLC12,146$571K0.3%-4.7%0.007%
4/27/2026 Elevation Point Wealth Partners LLC68,061$3.20M0.1%-4.2%0.040%
4/27/2026 Sound Income Strategies LLC4,908$231K0.0%-15.8%0.003%
4/27/2026 Prasad Wealth Partners LLC5,159$243K0.1%+9.9%0.003%
4/25/2026 KPP Advisory Services LLC74,085$3.48M0.5%-6.6%0.043%
4/25/2026 Center for Wealth Management Advisory173,866$8.18M5.9%+2.2%0.102%
4/24/2026 Root Financial Partners LLC6,551$308K0.0%-15.8%0.004%
4/24/2026 Barnes Pettey Financial Advisors LLC57,374$2.70M1.2%-4.1%0.034%
4/24/2026 Acorn Financial Advisory Services Inc. ADV28,634$1.35M0.2%-48.5%0.017%
4/24/2026 Wagner Wealth Management LLC110,508$5.20M1.0%-1.0%0.065%
4/24/2026 Walker Asset Management LLC35,233$1.66M0.9%-0.8%0.021%
4/24/2026 Columbia Advisory Partners LLC25,066$1.18M0.8%+9.9%0.015%
4/24/2026 Harbor Investment Advisory LLC58,678$2.76M0.2%-22.3%0.034%
4/24/2026 Prism Advisors Inc.37,168$1.75M0.5%-5.5%0.022%
4/24/2026 Lighthouse Wealth Management Inc.22,530$1.06M0.7%-1.1%0.013%
4/23/2026 Balanced Wealth Group LLC107,953$5.08M1.8%-2.6%0.063%
4/23/2026 Flagstar Advisors Inc.90,029$4.23M1.5%-4.1%0.053%
4/23/2026 Intrua Financial LLC37,545$1.77M0.2%-2.1%0.022%
4/23/2026 SageGuard Financial Group LLC10,307$485K0.1%-3.6%0.006%
4/23/2026 Next Level Private LLC72,840$3.43M0.8%+0.4%0.043%
4/23/2026 Continuum Advisory LLC78,237$3.68M0.4%+7.7%0.046%
4/23/2026 Asset Allocation Strategies LLC83,555$3.93M0.7%+14.6%0.049%
4/23/2026 Apollon Wealth Management LLC11,968$563K0.0%-9.5%0.007%
4/23/2026 Coston McIsaac & Partners2,133$100K0.0%-11.2%0.001%
4/23/2026 Wetzel Investment Advisors Inc.12,098$569K0.2%-13.6%0.007%
4/22/2026 Patriot Financial Group Insurance Agency LLC13,536$637K0.0%+96.6%0.008%
4/22/2026 Janney Montgomery Scott LLC546,709$25.71M0.1%+0.6%0.319%
4/22/2026 Trilogy Capital Inc.4,445$209K0.0%-24.6%0.003%
4/21/2026 Maridea Wealth Management LLC18,378$864K0.1%+15.2%0.011%
4/21/2026 Sequent Planning LLC31,514$1.48M0.4%+2.7%0.018%
4/21/2026 Topsail Wealth Management LLC19,770$930K0.1%+3.4%0.012%
4/21/2026 Fairvoy Private Wealth LLC68,469$3.22M0.8%-72.0%0.040%
4/21/2026 Silver Oak Securities Incorporated102,387$4.82M0.4%-55.2%0.060%
4/20/2026 Kestra Private Wealth Services LLC311,045$14.63M0.2%-14.0%0.181%
4/20/2026 Higgins & Schmidt Wealth Strategies LLC116,919$5.50M2.5%-3.5%0.068%
4/20/2026 Blue Trust Inc.10,908$513K0.0%+3.2%0.006%
4/20/2026 RFG Advisory LLC182,125$8.57M0.2%+533.0%0.106%
4/17/2026 Cottonwood Capital Advisors LLC75,488$3.55M2.5%-2.3%0.044%
4/17/2026 AdvisorNet Financial Inc25,838$1.22M0.1%-2.7%0.015%
4/17/2026 Brookstone Capital Management5,367$252K0.0%+6.2%0.003%
4/16/2026 Balboa Wealth Partners7,047$331K0.1%-11.2%0.004%
4/16/2026 Park National Corp OH494,262$23.25M0.7%+2.3%0.288%
4/16/2026 Founders Financial Securities LLC17,104$826K0.0%-22.2%0.010%
3/23/2026 J. Derek Lewis & Associates Inc.21,253$979K0.2%N/A0.012%
3/17/2026Rockefeller Capital Management L.P.571,178$26.32M0.0%+93.7%0.322%
3/9/2026Rubicon Advisors GP36,569$1.69M1.6%N/A0.021%
3/9/2026Corient Private Wealth LLC13,017$600K0.0%-57.4%0.007%
3/5/2026 Worthington Financial Partners LLC62,368$2.87M2.5%N/A0.035%
3/4/2026 Pure Financial Advisors LLC7,332$338K0.0%-43.8%0.004%
3/4/2026Rehmann Capital Advisory Group279,925$13.25M0.7%-2.8%0.158%
2/27/2026 Financially in Tune LLC4,557$210K0.2%N/A0.003%
2/23/2026Virtu Financial LLC79,001$3.64M0.1%+35.9%0.045%
2/20/2026White Knight Strategic Wealth Advisors LLC5,160$238K0.2%+17.9%0.003%
2/19/2026Van Diest Capital LLC5,131$236K0.4%N/A0.003%
2/19/2026Claris Financial LLC248,815$11.47M6.1%N/A0.140%
2/19/2026 Axxcess Wealth Management LLC119,695$5.52M0.1%N/A0.067%
2/19/2026Corient Private Wealth LLC29,379$1.35M0.0%-3.7%0.017%
2/18/2026Ameriflex Group Inc.16,648$767K0.4%-38.8%0.009%


FVD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FVD shares?

During the previous two years, 670 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), Bank of America Corp DE ($260.05M), Raymond James Financial Inc. ($251.99M), Ameriprise Financial Inc. ($232.95M), and Raymond James Financial Services Advisors Inc. ($190.14M).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 526 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 ($2.17M), Cetera Investment Advisers ($1.20M), Ameriprise Financial Inc. ($1.05M), and Golden State Wealth Management LLC ($960.44K).

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

Institutional investors have bought a total of 10,271,360 shares in the last 24 months. This purchase volume represents approximately $468.10M in transactions.

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

Of the 374 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. ($2.79M), Raymond James Financial Inc. ($1.23M), Trilogy Capital Inc. ($1.12M), Bank of America Corp DE ($1.05M), Commonwealth Equity Services LLC ($810.07K), Ameriprise Financial Inc. ($611.78K), and LPL Financial LLC ($490.78K).

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

Institutional investors have sold a total of 17,140,087 shares in the last 24 months. This volume of shares sold represents approximately $781.45M in transactions.


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This page (NYSEARCA:FVD) was last updated on 5/5/2026 by MarketBeat.com Staff.
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