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First Trust Value Line 100 Exchange-Traded Fund (FVL) Institutional Ownership

$0.96 0.00 (0.00%)
As of 06/10/2026
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Institutional Ownership Changes (13F Filings) for First Trust Value Line 100 Exchange-Traded Fund (NYSEARCA:FVL)

Number of
Institutional Buyers
(last 12 months)
10
Total
Institutional Inflows
(last 12 months)
$1.93M
Number of
Institutional Sellers
(last 12 months)
0
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FVL Institutional Buying and Selling by Quarter

First Trust Value Line 100 Exchange-Traded Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/26/2026 Schulz Wealth LTD.557,216$9.39M4.9%N/A35.045%
8/23/2026 Ameritas Advisory Services LLC649,997$10.96M0.2%N/A40.880%
8/23/2026 Kintra Wealth LLC95,226$1.61M0.1%N/A5.989%
8/23/2026 Mid American Wealth Advisory Group Inc.59,726$1.01M0.4%N/A3.756%
8/22/2026 Legacy Wealth Managment LLC ID102,844$1.73M0.8%N/A6.468%
8/22/2026 Concurrent Investment Advisors LLC193,779$3.27M0.0%N/A12.187%
8/21/2026 Luken Investment Analytics LLC137,360$2.32M0.8%N/A8.639%
8/21/2026 Acorn Wealth Advisors LLC140,005$2.36M0.5%N/A8.805%
8/21/2026 Triumph Capital Management45,450$766K0.1%N/A2.858%
8/20/2026 Rehmann Capital Advisory Group32,612$550K0.0%N/A2.051%


FVL Institutional Ownership - Frequently Asked Questions

During the previous two years, 10 institutional investors and hedge funds held shares of First Trust Value Line 100 Exchange-Traded Fund. The most heavily invested institutionals were Ameritas Advisory Services LLC ($10.96M), Schulz Wealth LTD. ($9.39M), Concurrent Investment Advisors LLC ($3.27M), Acorn Wealth Advisors LLC ($2.36M), Luken Investment Analytics LLC ($2.32M), Legacy Wealth Managment LLC ID ($1.73M), and Kintra Wealth LLC ($1.61M).Learn more on First Trust Value Line 100 Exchange-Traded Fund's institutional investors.

Of the 10 institutional investors that purchased First Trust Value Line 100 Exchange-Traded Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Ameritas Advisory Services LLC ($650.00K), Schulz Wealth LTD. ($557.22K), Concurrent Investment Advisors LLC ($193.78K), Acorn Wealth Advisors LLC ($140.01K), Luken Investment Analytics LLC ($137.36K), Legacy Wealth Managment LLC ID ($102.84K), and Kintra Wealth LLC ($95.23K).

Institutional investors have bought a total of 2,014,215 shares in the last 24 months. This purchase volume represents approximately $1.93M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:FVL is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/26/2026. New 13F filings are added each quarter as they're published.
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