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

First Trust Value Line Dividend Index Fund logo
$42.98 -0.27 (-0.62%)
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)
335
Total
Institutional Inflows
(last 12 months)
$1.08B
Number of
Institutional Sellers
(last 12 months)
332
Total
Institutional Outflows
(last 12 months)
$950.54M
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FVD Institutional Buying and Selling by Quarter

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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
4/15/2025GPS Wealth Strategies Group LLC100,115$4.46M0.6%-16.4%0.049%
4/15/2025Fifth Third Bancorp2,527$113K0.0%-56.6%0.001%
4/15/2025Skyline Advisors Inc.6,756$301K0.1%-11.7%0.003%
4/15/2025McKinley Carter Wealth Services Inc.40,487$1.81M0.1%-2.7%0.020%
4/15/2025Focus Financial Network Inc.39,492$1.76M0.1%+6.5%0.019%
4/15/2025Traction Financial Partners LLC12,703$566K0.4%-19.4%0.006%
4/15/2025Columbia Advisory Partners LLC15,804$705K0.6%+76.1%0.008%
4/15/2025Integrated Advisors Network LLC18,745$836K0.0%-10.1%0.009%
4/15/2025Wealthcare Advisory Partners LLC117,091$5.22M0.1%-12.8%0.057%
4/14/2025 Octavia Wealth Advisors LLC21,306$950K0.1%-9.8%0.010%
4/14/2025 Farther Finance Advisors LLC20,436$911K0.0%+1,991.7%0.010%
4/14/2025 Daymark Wealth Partners LLC7,071$315K0.0%+12.2%0.003%
4/14/2025 Park Avenue Securities LLC64,750$2.89M0.0%+14.4%0.032%
4/14/2025 City Center Advisors LLC13,556$604K0.7%-5.1%0.007%
4/14/2025 Kraematon Investment Advisors Inc.76,714$3.42M3.5%-1.1%0.037%
4/14/2025 Patriot Financial Group Insurance Agency LLC7,521$335K0.0%-4.7%0.004%
4/14/2025 Whitaker Myers Wealth Managers LTD.46,919$2.09M0.6%-1.1%0.023%
4/14/2025 LexAurum Advisors LLC9,306$415K0.1%+6.6%0.005%
4/11/2025 SeaCrest Wealth Management LLC6,459$288K0.0%-26.9%0.003%
4/11/2025 Next Level Private LLC72,445$3.23M1.2%-1.4%0.035%
4/11/2025 Stablepoint Partners LLC80,842$3.61M0.7%-13.6%0.039%
4/11/2025 Signal Advisors Wealth LLC4,524$202K0.0%N/A0.002%
4/10/2025 Retirement Planning Group LLC23,086$1.03M0.0%+81.2%0.011%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.2,781$124K0.0%+93.3%0.001%
4/10/2025 Beacon Financial Group421,511$18.80M2.1%-3.9%0.206%
4/10/2025 Key Client Fiduciary Advisors LLC36,446$1.63M0.7%+14.2%0.018%
4/10/2025 Iams Wealth Management LLC77,500$3.46M1.6%-25.0%0.038%
4/10/2025 Strategic Planning Group LLC7,637$341K0.1%-69.6%0.004%
4/10/2025 Accel Wealth Management44,476$1.98M0.7%-4.2%0.022%
4/9/2025 HBW Advisory Services LLC22,685$1.01M0.1%-25.2%0.011%
4/9/2025 Merit Financial Group LLC8,269$369K0.0%-10.0%0.004%
4/9/2025 Harbor Investment Advisory LLC90,734$4.05M0.4%-4.7%0.044%
4/9/2025 Flagstar Advisors Inc.194,783$8.69M2.2%-1.7%0.095%
4/9/2025 Towerpoint Wealth LLC127,602$5.69M2.8%+2.3%0.062%
4/9/2025 NBC Securities Inc.63,220$2.82M0.2%+88,942.3%0.031%
4/9/2025 Advance Capital Management Inc.48,303$2.15M0.1%-30.7%0.024%
4/8/2025 Advisory Alpha LLC78,914$3.52M0.2%-15.3%0.038%
4/8/2025 Parallel Advisors LLC1,287$57K0.0%+205.7%0.001%
4/7/2025 GAMMA Investing LLC466,991$20.82M0.0%+4,419.9%0.228%
4/7/2025 AdvisorNet Financial Inc29,961$1.34M0.1%-6.9%0.015%
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4/2/2025 Park National Corp OH484,690$21.61M0.8%-1.3%0.236%
4/1/2025 Hobart Private Capital LLC296,484$13.22M3.3%+1.1%0.144%
3/25/2025Higgins & Schmidt Wealth Strategies LLC161,433$7.05M4.4%-50.1%0.078%
3/17/2025Wealth Enhancement Advisory Services LLC353,270$15.42M0.0%+25.6%0.170%
3/12/2025Centaurus Financial Inc.13,219$577K0.0%+487.0%0.006%
3/5/2025 Castle Rock Wealth Management LLC16,218$721K0.2%-5.8%0.008%
2/28/2025BridgePort Financial Solutions LLC26,927$1.21M0.6%N/A0.011%
2/28/2025Park Square Financial Group LLC707$31K0.0%N/A0.000%
2/27/2025Skyline Advisors Inc.7,650$334K0.1%-29.1%0.003%
2/27/2025REAP Financial Group LLC2,087$91K0.0%+38.6%0.001%
2/27/2025ABLE Financial Group LLC23,818$1.04M0.3%+9.1%0.010%
2/27/2025Bernard Wealth Management Corp.2,062$83K0.0%N/A0.001%
2/25/2025Heck Capital Advisors LLC3,463$151K0.0%N/A0.001%
2/25/2025B. Riley Wealth Advisors Inc.94,264$4.11M0.1%-10.5%0.040%
2/25/2025Armis Advisers LLC17,068$745K0.1%N/A0.007%
2/25/2025Integrated Advisors Network LLC20,843$910K0.0%-9.9%0.009%
2/24/2025Great Valley Advisor Group Inc.69,313$3.02M0.1%-5.9%0.030%
2/24/2025Ameriflex Group Inc.41,031$1.83M0.8%N/A0.018%
2/24/2025United Advisor Group LLC12,600$550K0.1%-20.5%0.005%
2/21/2025Putney Financial Group LLC1,970$86K0.1%N/A0.001%
2/19/2025Formidable Asset Management LLC19,022$830K0.1%-1.9%0.008%
2/19/2025Richmond Investment Services LLC24,959$1.09M0.6%N/A0.011%
2/19/2025WCG Wealth Advisors LLC43,219$1.89M0.1%-3.2%0.018%
2/18/2025Breakthru Advisory Services LLC6,190$270K0.2%N/A0.003%
2/18/2025GTS Securities LLC11,445$499K0.0%N/A0.005%
2/18/2025 Retirement Planning Group LLC12,744$556K0.0%+50.9%0.005%
2/18/202549 Wealth Management LLC11,080$484K0.1%-13.5%0.005%
2/18/2025Focus Partners Advisor Solutions LLC46,031$2.01M0.0%-38.4%0.020%
2/18/2025First Heartland Consultants Inc.63,663$2.78M0.3%+37.7%0.027%
2/18/2025Continuum Advisory LLC61,416$2.68M0.3%+5.0%0.026%
2/18/2025White Knight Strategic Wealth Advisors LLC13,712$598K0.3%+99.5%0.006%
2/17/2025Waverly Advisors LLC66,557$2.91M0.0%-7.5%0.028%
2/17/2025Snowden Capital Advisors LLC133,294$5.82M0.2%+15.1%0.057%
2/17/2025Royal Bank of Canada3,882,042$169.41M0.0%-2.9%1.656%
2/17/2025Redwood Financial Network Corp6,667$291K0.2%+20.0%0.003%
2/17/2025Northeast Financial Consultants Inc27,598$1.20M0.1%-9.3%0.012%
2/17/2025Investor s Fiduciary Advisor Network LLC33,289$1.45M0.6%N/A0.014%
2/17/2025Global Assets Advisory LLC13,520$587K0.3%-5.9%0.006%
2/17/2025Focus Partners Wealth73,421$3.20M0.0%+18.1%0.031%
2/17/2025EPG Wealth Management LLC24,346$1.06M0.3%-1.7%0.010%
2/17/2025CoreCap Advisors LLC27,427$1.20M0.1%+1,729.7%0.012%
2/17/2025Cresset Asset Management LLC28,787$1.26M0.0%-9.4%0.012%
2/17/2025Cambridge Investment Research Advisors Inc.1,654,142$72.19M0.2%+1.5%0.706%
2/17/2025Cetera Investment Advisers2,048,309$89.39M0.2%-1.4%0.874%
2/17/2025Captrust Financial Advisors23,113$1.01M0.0%+8.3%0.010%
2/17/2025Citadel Advisors LLC42,688$1.86M0.0%-63.4%0.018%
2/17/2025Baird Financial Group Inc.1,143,859$49.92M0.1%+0.5%0.488%
2/17/2025Bank of America Corp DE7,348,602$320.69M0.0%+2.8%3.135%
2/17/2025Benjamin Edwards Inc.502,811$21.95M0.3%+2.8%0.214%
2/17/2025BNP Paribas Financial Markets117,300$5.12M0.0%+338.1%0.050%
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2/17/2025Ameriprise Financial Inc.4,876,116$212.78M0.1%+6.5%2.080%
2/17/2025Aptus Capital Advisors LLC4,883$213K0.0%N/A0.002%
2/17/20254WEALTH Advisors Inc.11,810$515K0.5%N/A0.005%
2/17/2025Acorn Financial Advisory Services Inc. ADV71,945$3.14M0.5%-16.1%0.031%
2/14/2025Gallagher Fiduciary Advisors LLC4,627$202K0.0%N/A0.002%
2/14/2025Mercer Global Advisors Inc. ADV44,172$1.93M0.0%-27.2%0.019%
2/14/2025Jane Street Group LLC35,473$1.55M0.0%-27.2%0.015%
2/14/2025Rehmann Capital Advisory Group268,798$11.73M0.7%-5.2%0.115%
2/14/2025Triumph Capital Management46,112$2.01M0.7%+22.3%0.020%
2/14/2025Comerica Bank71,605$3.13M0.0%-2.6%0.031%
(Data available from 1/1/2016 forward)

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FVD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FVD shares?

During the previous two years, 669 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 ($769.03M), Bank of America Corp DE ($320.69M), Raymond James Financial Inc. ($292.30M), Wells Fargo & Company MN ($290.73M), UBS Group AG ($236.91M), and Ameriprise Financial Inc. ($212.78M).Learn more on FVD's institutional investors.

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

Of the 540 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), Raymond James Financial Inc. ($6.70M), Strategic Financial Concepts LLC ($2.19M), Private Advisor Group LLC ($1.72M), Trilogy Capital Inc. ($1.43M), JPMorgan Chase & Co. ($1.38M), and Cetera Investment Advisers ($1.21M).

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

Institutional investors have bought a total of 44,995,481 shares in the last 24 months. This purchase volume represents approximately $1.89B in transactions.

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

Of the 437 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: International Assets Investment Management LLC ($3.45M), LPL Financial LLC ($2.90M), Advance Capital Management Inc. ($2.73M), Raymond James Financial Services Advisors Inc. ($2.54M), Raymond James & Associates ($2.34M), Morgan Stanley ($2.29M), and UBS Group AG ($2.25M).

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

Institutional investors have sold a total of 51,688,490 shares in the last 24 months. This volume of shares sold represents approximately $2.11B in transactions.


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This page (NYSEARCA:FVD) was last updated on 4/15/2025 by MarketBeat.com Staff
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