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

First Trust Value Line Dividend Index Fund logo
$47.34 -0.17 (-0.36%)
As of 03:04 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)
330
Total
Institutional Inflows
(last 12 months)
$439.60M
Number of
Institutional Sellers
(last 12 months)
361
Total
Institutional Outflows
(last 12 months)
$687.05M
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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
5/28/2026Cozad Asset Management Inc.67,043$3.15M0.2%-0.5%0.039%
5/26/2026 Axiom Investment Management LLC4,923$232K0.2%N/A0.003%
5/21/2026 J. Derek Lewis & Associates Inc.21,557$1.01M0.2%+1.4%0.013%
5/19/2026 Western Wealth Management LLC108,184$5.09M0.2%-9.8%0.063%
5/19/2026 NewEdge Advisors LLC515,180$24.23M0.5%+8.6%0.302%
5/19/2026 Bank of America Corp DE5,292,515$248.91M0.0%-5.2%3.104%
5/19/2026 Centaurus Financial Inc.13,046$614K0.0%+7.6%0.008%
5/19/2026 Arkadios Wealth Advisors224,953$10.58M0.2%+81.0%0.132%
5/19/2026 IFS Group LLC81,471$3.83M3.4%N/A0.048%
5/19/2026 Claris Financial LLC250,591$11.79M6.4%+0.7%0.147%
5/18/2026 EverSource Wealth Advisors LLC14,284$672K0.0%+6.1%0.008%
5/18/2026 Royal Bank of Canada3,287,993$154.64M0.0%-12.0%1.929%
5/18/2026 Empowered Funds LLC36,367$1.71M0.0%-4.7%0.021%
5/18/2026 Evelyn Partners Investment Management Europe Ltd88,281$4.15M1.4%-6.9%0.052%
5/16/2026 Quantinno Capital Management LP27,589$1.30M0.0%+44.6%0.016%
5/15/2026 Gateway Wealth Partners LLC452,776$21.29M0.8%+113.0%0.266%
5/15/2026 Van Diest Capital LLC4,817$227K0.2%-6.1%0.003%
5/15/2026 Waverly Advisors LLC60,630$2.85M0.0%+1.3%0.036%
5/14/2026 CLG LLC54,364$2.56M0.6%-1.7%0.032%
5/14/2026 Modern Wealth Management LLC279,941$13.19M0.2%+4.8%0.164%
5/14/2026 RMG Wealth Management LLC1,993$94K0.0%N/A0.001%
5/14/2026 Sei Investments Co.6,512$306K0.0%N/A0.004%
5/14/2026 Lido Advisors LLC128,108$6.03M0.0%-5.3%0.075%
5/13/2026 Cetera Investment Advisers1,983,916$93.30M0.1%-1.8%1.164%
5/13/2026 First Trust Advisors LP16,755$788K0.0%-34.0%0.010%
5/8/2026 Pacific Sun Financial Corp47,624$2.24M1.1%-1.9%0.028%
5/8/2026 PNC Financial Services Group Inc.381,973$17.96M0.0%-5.9%0.224%
5/7/2026 Balefire LLC7,948$374K0.1%-35.1%0.005%
5/7/2026 Parallel Advisors LLC12,254$576K0.0%+356.7%0.007%
5/7/2026 Spartan Wealth Advisory Services LLC18,373$864K0.1%N/A0.011%
5/7/2026 WealthTrust Asset Management LLC5,478$258K0.2%N/A0.003%
5/7/2026 Hershey Financial Advisers LLC5,118$241K0.2%N/A0.003%
5/6/2026 MTM Investment Management LLC11,394$536K0.2%-2.2%0.007%
5/6/2026 Assetmark Inc.229,722$10.80M0.0%+3.5%0.135%
5/6/2026 Main Street Group LTD835$39K0.0%N/A0.000%
5/6/2026 Allspring Global Investments Holdings LLC1,770$84K0.0%N/A0.001%
5/6/2026 Independent Financial Group LLC67,623$3.18M0.1%N/A0.040%
5/6/2026 Prosperity Consulting Group LLC229,511$10.79M0.5%-2.0%0.135%
5/5/2026 D.A. Davidson & CO.501,597$23.59M0.1%+0.2%0.294%
5/5/2026 Bank of New York Mellon Corp78,557$3.70M0.0%-0.5%0.046%
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5/5/2026 Geneos Wealth Management Inc.51,334$2.41M0.1%-40.3%0.030%
5/5/2026 Sanctuary Advisors LLC191,794$9.02M0.0%-0.5%0.112%
5/5/2026 BlueChip 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%
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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%


FVD Institutional Ownership - Frequently Asked Questions

During the previous two years, 675 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 Raymond James Financial Services Advisors Inc. ($190.14M).Learn more on First Trust Value Line Dividend Index Fund's institutional investors.

Of the 530 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), Ameriprise Financial Inc. ($1.05M), Golden State Wealth Management LLC ($960.44K), and Intellus Advisors LLC ($682.31K).

Institutional investors have bought a total of 9,598,306 shares in the last 24 months. This purchase volume represents approximately $439.60M in transactions.

Of the 361 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), Bank of America Corp DE ($1.34M), Raymond James Financial Inc. ($813.33K), Commonwealth Equity Services LLC ($810.07K), Ameriprise Financial Inc. ($557.57K), Royal Bank of Canada ($505.75K), and LPL Financial LLC ($490.78K).

Institutional investors have sold a total of 14,976,944 shares in the last 24 months. This volume of shares sold represents approximately $687.05M in transactions.


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This page (NYSEARCA:FVD) was last updated on 5/29/2026 by MarketBeat.com Staff.
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