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

First Trust Value Line Dividend Index Fund logo
$44.56
-0.02 (-0.04%)
(As of 11/4/2024 ET)
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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)
278
Total
Institutional Inflows
(last 12 months)
$716.92M
Number of
Institutional Sellers
(last 12 months)
309
Total
Institutional Outflows
(last 12 months)
$1.21B
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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
11/4/2024Tyler Stone Wealth Management24,028$1.09M0.2%+78.2%0.010%
11/4/2024Migdal Insurance & Financial Holdings Ltd.2,851$130K0.0%-29.4%0.001%
11/4/2024Sigma Planning Corp98,114$4.46M0.1%-5.4%0.042%
11/2/2024Mach 1 Financial Group LLC15,449$703K0.4%+15.0%0.007%
11/1/2024Atria Investments Inc149,042$6.78M0.1%+17.9%0.064%
11/1/2024Acorn Financial Advisory Services Inc. ADV85,710$3.90M0.7%-2.6%0.037%
11/1/2024Assetmark Inc.248,417$11.30M0.0%+46.6%0.106%
11/1/2024Crumly & Associates Inc.170,626$7.76M2.1%-0.4%0.073%
11/1/2024ABLE Financial Group LLC21,833$993K0.3%-3.0%0.009%
11/1/2024Strategic Family Wealth Counselors L.L.C.155,708$7.08M2.5%+5.2%0.066%
11/1/2024 Comprehensive Financial Consultants Institutional Inc.36,528$1.66M0.6%-1.1%0.016%
10/31/2024 TFB Advisors LLC7,793$355K0.1%+4.4%0.003%
10/31/2024 Cozad Asset Management Inc.78,388$3.57M0.3%-4.1%0.033%
10/31/2024 GGM Financials LLC25,963$1.18M1.0%-1.4%0.011%
10/31/2024 Walkner Condon Financial Advisors LLC5,659$257K0.1%+14.8%0.002%
10/31/2024 Trademark Financial Management LLC14,858$676K0.5%-3.8%0.006%
10/31/2024 Concurrent Investment Advisors LLC208,299$9.48M0.3%+4.0%0.089%
10/30/2024 Centennial Wealth Advisory LLC5,197$236K0.1%N/A0.002%
10/30/2024 Beacon Financial Advisory LLC248,399$11.30M3.8%+8.5%0.106%
10/30/2024 Crestwood Advisors Group LLC4,435$202K0.0%-12.5%0.002%
10/30/2024 Ameritas Advisory Services LLC140,018$6.37M0.3%-5.4%0.060%
10/30/2024 United Advisor Group LLC15,844$721K0.2%-2.8%0.007%
10/30/2024 Clarity Capital Partners LLC14,797$673K0.4%+29.6%0.006%
10/30/2024 Moloney Securities Asset Management LLC17,342$789K0.1%+3.1%0.007%
10/30/2024 World Equity Group Inc.12,969$590K0.2%N/A0.006%
10/30/2024 QRG Capital Management Inc.4,671$212K0.0%N/A0.002%
10/30/2024 Wetzel Investment Advisors Inc.17,817$810K0.4%-6.7%0.008%
10/29/2024 IAG Wealth Partners LLC10,187$463K0.1%-12.3%0.004%
10/29/2024 TrueWealth Advisors LLC6,335$288K0.1%+7.2%0.003%
10/29/2024 Janney Montgomery Scott LLC658,425$29.95M0.1%+1.9%0.281%
10/29/2024 Clear Creek Financial Management LLC173,939$7.91M0.9%-1.6%0.074%
10/29/2024 Chicago Partners Investment Group LLC100,498$4.56M0.2%+0.6%0.043%
10/29/2024 Farther Finance Advisors LLC1,190$54K0.0%-37.7%0.001%
10/28/2024 Strategic Financial Partners Ltd.9,752$444K0.2%+3.7%0.004%
10/28/2024 Gladstone Institutional Advisory LLC58,486$2.66M0.1%-8.1%0.025%
10/28/2024 Fonville Wealth Management LLC25,251$1.15M0.4%-1.5%0.011%
10/28/2024 Laurel Wealth Planning LLC49,881$2.27M1.5%-3.0%0.021%
10/28/2024 Creative Financial Designs Inc. ADV11,435$520K0.0%-40.6%0.005%
10/28/2024 Focus Financial Network Inc.36,742$1.67M0.1%+3.2%0.016%
10/28/2024 Principal Securities Inc.63,095$2.87M0.1%+5.0%0.027%
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10/28/2024 Stephens Inc. AR71,340$3.25M0.0%-8.5%0.030%
10/28/2024 Balanced Wealth Group LLC117,325$5.34M2.3%-0.2%0.050%
10/28/2024 US Bancorp DE280,170$12.75M0.0%-2.3%0.120%
10/25/2024 Financial Advocates Investment Management116,973$5.32M0.3%+2.8%0.050%
10/25/2024 Bellevue Asset Management LLC10,936$497K0.3%+5.5%0.005%
10/25/2024 Twin Peaks Wealth Advisors LLC18,927$861K0.4%+11.5%0.008%
10/25/2024 Pathway Financial Advisers LLC1,045$48K0.0%N/A0.000%
10/25/2024 Mutual Advisors LLC87,442$3.96M0.1%+9.3%0.037%
10/25/2024 Valmark Advisers Inc.91,816$4.18M0.1%-0.4%0.039%
10/25/2024 Strategic Blueprint LLC58,843$2.68M0.2%+1.9%0.025%
10/25/2024 Diversify Advisory Services LLC6,737$306K0.0%+4.4%0.003%
10/25/2024 Integrated Advisors Network LLC23,142$1.05M0.0%-5.9%0.010%
10/25/2024 Gateway Wealth Partners LLC156,843$7.14M2.0%-8.2%0.067%
10/24/2024 Autumn Glory Partners LLC4,776$217K0.1%N/A0.002%
10/24/2024 Barrett & Company Inc.99,671$4.53M2.0%+1.9%0.043%
10/24/2024 Hibernia Wealth Partners LLC12,670$576K0.2%N/A0.005%
10/24/2024 OMNI 360 Wealth Inc.27,188$1.24M0.8%-10.9%0.012%
10/24/2024 J.W. Cole Advisors Inc.64,303$2.93M0.1%+3.7%0.027%
10/24/2024 Barnes Pettey Financial Advisors LLC109,641$4.99M4.0%-23.7%0.047%
10/24/2024 Goldstein Advisors LLC90,799$4.13M0.6%-1.3%0.039%
10/24/2024 Wealth Enhancement Advisory Services LLC281,282$12.80M0.0%+1.0%0.120%
10/24/2024 Pathway Financial Advisers LLC1,045$48K0.0%N/A0.000%
10/24/2024 Arkadios Wealth Advisors113,574$5.17M0.3%+5.0%0.048%
10/23/2024 Allworth Financial LP159,736$7.27M0.0%-2.2%0.068%
10/23/2024 Convergence Financial LLC6,715$305K0.1%N/A0.003%
10/23/2024 Trueblood Wealth Management LLC16,183$736K0.4%+7.7%0.007%
10/23/2024 Santori & Peters Inc.30,471$1.39M0.5%-47.7%0.013%
10/23/2024 Silver Oak Securities Incorporated260,256$11.83M1.2%-5.8%0.111%
10/23/2024 West Michigan Advisors LLC6,885$313K0.1%+19.8%0.003%
10/23/2024 Mowery & Schoenfeld Wealth Management LLC567$26K0.0%-79.4%0.000%
10/23/2024 PSI Advisors LLC10,923$497K0.1%-7.1%0.005%
10/23/2024 Global Assets Advisory LLC14,370$653K0.3%N/A0.006%
10/23/2024 Cherry Creek Investment Advisors Inc.142,967$6.50M3.4%+1.5%0.061%
10/22/2024 International Assets Investment Management LLC3,504,517$159.42M0.0%+4,431.5%1.495%
10/22/2024 DHJJ Financial Advisors Ltd.147,689$6.72M2.7%+0.6%0.063%
10/22/2024 Elevated Capital Advisors LLC77,279$3.52M0.9%-0.6%0.033%
10/22/2024 Private Advisor Group LLC1,251,698$56.94M0.4%-6.5%0.534%
10/21/2024 Kaye Capital Management284,008$12.92M5.2%-2.4%0.121%
10/21/2024 Integrity Financial Corp WA17,775$809K0.5%-9.3%0.008%
10/21/2024 Horst & Graben Wealth Management LLC4,944$225K0.0%N/A0.002%
10/21/2024 Retirement Guys Formula LLC67,535$3.07M1.4%-1.6%0.029%
10/21/2024 Kennedy Investment Group75,699$3.44M1.6%+1.7%0.032%
10/21/2024 Denver Wealth Management Inc.31,630$1.44M0.7%-5.7%0.013%
10/21/2024 MBE Wealth Management LLC30,638$1.39M0.8%+1.7%0.013%
10/21/2024 Trilogy Capital Inc.1,123,033$51.09M2.6%+1.8%0.479%
10/19/2024Petix & Botte Co591,203$26.89M7.2%+4.8%0.252%
10/19/2024Stegent Equity Advisors Inc.4,561$207K0.2%N/A0.002%
10/19/2024Cyndeo Wealth Partners LLC5,823$265K0.0%N/A0.002%
10/19/2024Bernardo Wealth Planning LLC14,123$648K0.2%-8.2%0.006%
10/19/2024Cedrus LLC16,208$737K0.3%+86.1%0.007%
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10/19/2024New Century Financial Group LLC8,895$405K0.1%N/A0.004%
10/18/2024Whitaker Myers Wealth Managers LTD.49,320$2.24M0.7%+2.2%0.021%
10/18/2024Cadent Capital Advisors LLC12,086$550K0.2%-1.8%0.005%
10/18/2024Alta Wealth Advisors LLC5,651$257K0.1%-8.4%0.002%
10/18/2024Key Client Fiduciary Advisors LLC31,357$1.43M0.6%+11.6%0.013%
10/18/2024Commonwealth Equity Services LLC2,740,283$124.66M0.2%-13.3%1.169%
10/18/2024Raymond James & Associates3,664,125$166.68M0.1%-4.9%1.563%
10/18/2024Stratos Wealth Advisors LLC51,749$2.35M0.1%-12.9%0.022%
10/17/2024Stratos Wealth Partners LTD.436,866$19.87M0.3%-0.4%0.186%
10/17/2024Claro Advisors LLC22,746$942K0.1%-63.2%0.010%
(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, 597 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 ($755.44M), Bank of America Corp DE ($428.94M), Wells Fargo & Company MN ($384.01M), Ameriprise Financial Inc. ($328.34M), UBS Group AG ($236.91M), and Royal Bank of Canada ($195.55M).Learn more on FVD's institutional investors.

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

Of the 485 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: International Assets Investment Management LLC ($6.84M), LPL Financial LLC ($1.82M), Private Advisor Group LLC ($1.73M), Trilogy Capital Inc. ($1.43M), Cetera Investment Advisers ($1.21M), Prudential PLC ($1.19M), and Strategic Financial Concepts LLC ($1.04M).

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

Institutional investors have bought a total of 39,505,828 shares in the last 24 months. This purchase volume represents approximately $1.60B in transactions.

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

Of the 417 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. ($5.03M), Raymond James & Associates ($3.07M), UBS Group AG ($2.90M), Raymond James Financial Services Advisors Inc. ($2.54M), Morgan Stanley ($2.29M), Commonwealth Equity Services LLC ($2.04M), and Cambridge Investment Research Advisors Inc. ($1.99M).

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

Institutional investors have sold a total of 50,675,046 shares in the last 24 months. This volume of shares sold represents approximately $2.03B in transactions.


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This page (NYSEARCA:FVD) was last updated on 11/5/2024 by MarketBeat.com Staff
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