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

First Trust Value Line Dividend Index Fund logo
$46.31 +0.03 (+0.06%)
Closing price 04:10 PM Eastern
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$46.31 0.00 (0.00%)
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)
363
Total
Institutional Inflows
(last 12 months)
$1.10B
Number of
Institutional Sellers
(last 12 months)
372
Total
Institutional Outflows
(last 12 months)
$789.73M
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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
9/4/2025 Osaic Holdings Inc.2,555,819$114.25M0.2%-0.5%1.279%
8/27/2025 Orion Porfolio Solutions LLC111,030$4.96M0.0%-27.6%0.056%
8/26/2025 Thrivent Financial for Lutherans5,250$235K0.0%-83.4%0.003%
8/26/2025 Claris Financial LLC175,653$7.85M5.9%-28.3%0.088%
8/25/2025 Hilltop Partners LLC6,127$274K0.1%N/A0.003%
8/20/2025 Coppell Advisory Solutions LLC74,808$3.32M0.4%-13.4%0.037%
8/19/2025 B. Riley Wealth Advisors Inc.34,094$1.52M0.1%N/A0.017%
8/19/2025 Newbridge Financial Services Group Inc.1,331$59K0.0%N/A0.001%
8/19/2025 Advisory Services Network LLC10,700$481K0.0%+19.8%0.005%
8/19/2025 Asset Dedication LLC4,338$194K0.0%+40.3%0.002%
8/18/2025 Tyler Stone Wealth Management20,983$938K0.2%-4.1%0.010%
8/18/2025 N.E.W. Advisory Services LLC2,733$122K0.0%-83.9%0.001%
8/18/2025 Geneos Wealth Management Inc.203,106$9.08M0.2%+182.0%0.102%
8/15/2025 Tower Research Capital LLC TRC 105,110$4.70M0.1%+102.8%0.053%
8/15/2025 Asset Allocation Strategies LLC56,085$2.51M0.5%+18.0%0.028%
8/15/2025 Corient Private Wealth LLC6,911$309K0.0%-12.8%0.003%
8/15/2025 Equitable Holdings Inc.209,613$9.37M0.1%+10.5%0.105%
8/15/2025 FSB Premier Wealth Management Inc.108,045$4.83M1.7%-9.1%0.054%
8/15/2025 Captrust Financial Advisors35,874$1.60M0.0%+45.6%0.018%
8/15/2025 Two Sigma Securities LLC15,709$702K0.1%+2.6%0.008%
8/15/2025 Snowden Capital Advisors LLC107,656$4.81M0.1%-2.7%0.054%
8/15/2025 Orion Porfolio Solutions LLC112,294$5.02M0.0%-26.8%0.056%
8/15/2025 MML Investors Services LLC518,881$23.19M0.1%+1.2%0.260%
8/15/2025 Modern Wealth Management LLC268,684$12.01M0.3%N/A0.134%
8/15/2025 IHT Wealth Management LLC143,081$6.40M0.2%-4.7%0.072%
8/15/2025 Great Valley Advisor Group Inc.69,407$3.10M0.1%-7.0%0.035%
8/15/2025 Engineers Gate Manager LP4,789$214K0.0%N/A0.002%
8/15/2025 Curi Capital LLC8,025$359K0.0%+14.0%0.004%
8/15/2025 Benjamin Edwards Inc.502,705$22.47M0.3%+5.1%0.251%
8/15/2025 BNP Paribas Financial Markets245,520$10.98M0.0%+378.8%0.123%
8/15/2025 Bank of America Corp DE6,488,951$290.06M0.0%-2.8%3.246%
8/15/2025 Ameriprise Financial Inc.5,579,921$249.41M0.1%+15.7%2.791%
8/14/2025 CLG LLC121,998$5.45M1.7%-3.1%0.061%
8/14/2025 White Knight Strategic Wealth Advisors LLC5,827$260K0.2%-10.0%0.003%
8/14/2025 Ausdal Financial Partners Inc.44,905$2.01M0.1%-2.0%0.022%
8/14/2025 Raymond James Financial Inc.5,964,805$266.63M0.1%-5.0%2.984%
8/14/2025 Darwin Wealth Management LLC2,941$131K0.0%N/A0.001%
8/14/2025 Quantinno Capital Management LP8,807$394K0.0%N/A0.004%
8/14/2025 Diversify Wealth Management LLC4,394$201K0.0%N/A0.002%
8/14/2025 LWM Advisory Services LLC12,859$575K0.4%-3.0%0.006%
8/14/2025 Main Street Financial Solutions LLC38,883$1.74M0.1%-28.9%0.019%
8/14/2025 NewEdge Advisors LLC410,722$18.36M0.1%+14.6%0.205%
8/14/2025 Stonehaven Wealth & Tax Solutions LLC98,587$4.41M4.3%+3.5%0.049%
8/14/2025 Qube Research & Technologies Ltd75,487$3.37M0.0%+120.6%0.038%
8/14/2025 Marshall Investment Management LLC42,535$1.90M9.0%-73.0%0.021%
8/14/2025 Cerity Partners LLC5,428$243K0.0%-46.9%0.003%
8/13/2025 Victory Financial Group LLC517,551$23.14M3.7%-5.4%0.259%
8/13/2025 StoneX Group Inc.93,126$4.16M0.2%-22.7%0.047%
8/13/2025 Flow Traders U.S. LLC121,850$5.45M0.2%+50.2%0.061%
8/13/2025 Strategic Family Wealth Counselors L.L.C.157,299$7.03M2.0%-0.7%0.079%
8/13/2025 Proactive Wealth Strategies LLC104,457$4.67M2.2%-1.5%0.052%
8/13/2025 Gateway Wealth Partners LLC173,795$7.77M1.5%-1.3%0.087%
8/13/2025 Baird Financial Group Inc.1,141,242$51.01M0.1%+3.5%0.571%
8/13/2025 First Trust Advisors LP21,014$939K0.0%+168.4%0.011%
8/13/2025 EverSource Wealth Advisors LLC11,260$503K0.0%+173.4%0.006%
8/13/2025 CW Advisors LLC12,140$543K0.0%+23.7%0.006%
8/13/2025 Argyle Capital Partners LLC25,491$1.14M0.9%+11.9%0.013%
8/13/2025 IAG Wealth Partners LLC8,113$363K0.0%-4.9%0.004%
8/13/2025 Twin Peaks Wealth Advisors LLC15,764$721K0.2%-13.7%0.008%
8/13/2025 WCG Wealth Advisors LLC33,949$1.52M0.1%-1.2%0.017%
8/13/2025 Beacon Pointe Advisors LLC154,034$6.89M0.1%-3.4%0.077%
8/13/2025 Holos Integrated Wealth LLC19,879$904K0.5%-5.2%0.010%
8/13/2025 Lido Advisors LLC32,332$1.45M0.0%-0.8%0.016%
8/13/2025 Stablepoint Partners LLC79,997$3.58M0.6%-1.0%0.040%
8/13/2025 Legacy Capital Wealth Partners LLC12,929$578K0.1%-13.4%0.006%
8/13/2025 Balanced Wealth Group LLC110,720$4.98M2.2%-3.3%0.055%
8/13/2025 Level Four Advisory Services LLC30,479$1.36M0.1%-2.2%0.015%
8/13/2025 Northwestern Mutual Wealth Management Co.323,100$14.44M0.0%+3.3%0.162%
8/13/2025 Choreo LLC8,195$367K0.0%-5.3%0.004%
8/13/2025 Russell Investments Group Ltd.2,141$96K0.0%-20.0%0.001%
8/12/2025 J.W. Cole Advisors Inc.66,547$2.98M0.1%-1.3%0.033%
8/12/2025 Richmond Investment Services LLC37,505$1.68M0.4%+68.8%0.019%
8/12/2025 Financial Advocates Investment Management67,939$3.04M0.2%N/A0.034%
8/12/2025 Spectrum Wealth Advisory Group LLC33,376$1.49M0.7%-4.3%0.017%
8/12/2025 Steward Partners Investment Advisory LLC316,256$14.14M0.1%+1.8%0.158%
8/12/2025 Kaye Capital Management268,684$12.01M4.6%-5.1%0.134%
8/12/2025 Insigneo Advisory Services LLC15,569$696K0.1%-3.4%0.008%
8/12/2025 CreativeOne Wealth LLC18,144$811K0.0%+16.6%0.009%
8/12/2025 Global Retirement Partners LLC109,133$4.88M0.1%N/A0.055%
8/12/2025 Intellus Advisors LLC660,409$29.52M4.4%+2.0%0.330%
8/12/2025 Waterloo Capital L.P.36,117$1.61M0.1%-6.7%0.018%
8/12/2025 Barnes Pettey Financial Advisors LLC77,343$3.46M2.3%-3.0%0.039%
8/12/2025 Archer Investment Corp10,493$469K0.1%-3.8%0.005%
8/12/2025 MAI Capital Management51,983$2.32M0.0%+11.8%0.026%
8/12/2025 JPMorgan Chase & Co.1,506,749$67.35M0.0%-24.7%0.754%
8/12/2025 Wisconsin Wealth Advisors LLC15,791$706K0.8%N/A0.008%
8/12/2025 Winnow Wealth LLC1,016$45K0.0%N/A0.001%
8/11/2025 Perennial Investment Advisors LLC46,426$2.08M0.2%-17.9%0.023%
8/11/2025 Purus Wealth Management LLC32,982$1.47M0.5%-1.1%0.016%
8/11/2025 Synergy Investment Management LLC9,234$413K0.2%-31.7%0.005%
8/11/2025 Sykon Capital LLC15,631$699K0.3%+15.8%0.008%
8/11/2025 Western Wealth Management LLC108,441$4.85M0.3%-2.3%0.054%
8/8/2025 MTM Investment Management LLC12,690$567K0.2%-3.8%0.006%
8/8/2025 Rockefeller Capital Management L.P.295,360$13.20M0.0%-3.8%0.148%
8/8/2025 Kingsview Wealth Management LLC77,428$3.46M0.1%+9.9%0.039%
8/8/2025 Citizens Financial Group Inc. RI10,533$471K0.0%-4.4%0.005%
8/8/2025 Avantax Advisory Services Inc.447,429$20M0.1%-11.9%0.223%
8/8/2025 Cetera Investment Advisers2,033,286$90.89M0.2%-0.3%1.015%
8/8/2025 Creative Planning107,066$4.79M0.0%-42.6%0.053%
8/8/2025 Compass Financial Services Inc1,735$78K0.0%+100.6%0.001%
(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, 654 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), Wells Fargo & Company MN ($290.73M), Bank of America Corp DE ($290.06M), Raymond James Financial Inc. ($266.63M), Ameriprise Financial Inc. ($249.41M), and UBS Group AG ($236.91M).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 500 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 ($6.85M), Raymond James Financial Inc. ($6.70M), Strategic Financial Concepts LLC ($2.20M), JPMorgan Chase & Co. ($1.38M), Cetera Investment Advisers ($1.20M), Ameriprise Financial Inc. ($1.05M), and Golden State Wealth Management LLC ($937.80K).

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

Institutional investors have bought a total of 24,721,325 shares in the last 24 months. This purchase volume represents approximately $1.10B in transactions.

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

Of the 372 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), Trilogy Capital Inc. ($1.11M), LPL Financial LLC ($976.90K), Commonwealth Equity Services LLC ($968.74K), Raymond James Financial Inc. ($733.28K), Envestnet Asset Management Inc. ($582.87K), and JPMorgan Chase & Co. ($494.01K).

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

Institutional investors have sold a total of 17,762,582 shares in the last 24 months. This volume of shares sold represents approximately $789.73M in transactions.


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This page (NYSEARCA:FVD) was last updated on 9/5/2025 by MarketBeat.com Staff
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