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

First Trust Value Line Dividend Index Fund logo
$45.91 +0.49 (+1.08%)
(As of 02:50 PM 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)
277
Total
Institutional Inflows
(last 12 months)
$696.89M
Number of
Institutional Sellers
(last 12 months)
313
Total
Institutional Outflows
(last 12 months)
$1.08B
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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
11/20/2024Westside Investment Management Inc.38,477$1.73M0.4%+13.8%0.016%
11/20/2024Virtu Financial LLC8,931$406K0.0%-88.1%0.004%
11/19/2024 Citizens Business Bank9,100$414K0.1%N/A0.004%
11/18/2024 Rehmann Capital Advisory Group283,546$12.90M0.8%-58.2%0.121%
11/18/2024 Asset Allocation Strategies LLC5,669$258K0.1%N/A0.002%
11/15/2024 Continuum Advisory LLC58,483$2.66M0.3%+10.9%0.025%
11/15/2024 MML Investors Services LLC511,784$23.28M0.1%+0.7%0.218%
11/15/2024 Orion Portfolio Solutions LLC161,048$7.33M0.2%+34.7%0.069%
11/15/2024 Insigneo Advisory Services LLC22,290$1.01M0.1%-2.0%0.010%
11/15/2024 Jane Street Group LLC48,720$2.22M0.0%-26.1%0.021%
11/15/2024 Kovitz Investment Group Partners LLC15,482$704K0.0%N/A0.007%
11/15/2024 Stifel Financial Corp2,418,502$110.02M0.1%-1.9%1.032%
11/15/2024 Pinnacle Family Advisors LLC22,507$1.02M0.5%-3.5%0.010%
11/15/2024 IHT Wealth Management LLC172,996$7.87M0.2%-21.6%0.074%
11/15/2024 Integrated Wealth Concepts LLC222,846$10.14M0.1%-4.0%0.095%
11/15/2024 HighTower Advisors LLC1,830,718$83.28M0.1%-7.9%0.781%
11/15/2024 Hilltop Holdings Inc.17,800$810K0.1%N/A0.008%
11/15/2024 Benjamin Edwards Inc.488,892$22.25M0.3%+3,183.8%0.209%
11/15/2024 B&L Asset Management LLC9,382$427K0.3%N/A0.004%
11/14/2024 Plotkin Financial Advisors LLC11,934$543K0.3%N/A0.005%
11/14/2024 White Knight Strategic Wealth Advisors LLC6,873$313K0.3%-18.2%0.003%
11/14/2024 Captrust Financial Advisors21,335$971K0.0%-7.7%0.009%
11/14/2024 Rockefeller Capital Management L.P.310,360$14.12M0.0%-0.8%0.132%
11/14/2024 Providence Capital Advisors LLC951$43K0.0%N/A0.000%
11/14/2024 CreativeOne Wealth LLC11,213$510K0.0%N/A0.005%
11/13/2024 Freedom Investment Management Inc.9,646$439K0.0%-14.8%0.004%
11/13/2024 Townsquare Capital LLC5,529$252K0.0%-23.6%0.002%
11/13/2024 BNP Paribas Financial Markets26,773$1.22M0.0%-60.8%0.011%
11/13/2024 FMR LLC47,581$2.16M0.0%+2.9%0.020%
11/13/2024 D.A. Davidson & CO.463,732$21.10M0.2%+2.1%0.198%
11/13/2024 Elios Financial Group Inc.11,406$519K0.2%N/A0.005%
11/13/2024 Capital Square LLC18,870$858K0.5%+5.7%0.008%
11/13/2024 Acorn Wealth Advisors LLC20,384$927K0.4%-5.0%0.009%
11/13/2024 Private Trust Co. NA44,442$2.02M0.2%-3.1%0.019%
11/13/2024 Independent Advisor Alliance186,566$8.49M0.3%+15.4%0.080%
11/13/2024Fisher Asset Management LLC6,660$303K0.0%N/A0.003%
11/12/2024 Centaurus Financial Inc.2,252$102K0.0%N/A0.001%
11/12/2024Larson Financial Group LLC485,874$22.10M1.3%+32.0%0.207%
11/12/2024 Family Capital Management Inc.110,319$5.02M3.2%-2.5%0.047%
11/12/2024 StoneX Group Inc.136,221$6.20M0.5%-8.0%0.058%
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11/12/2024 Kingsview Wealth Management LLC86,069$3.92M0.1%+9.3%0.037%
11/12/2024 Great Valley Advisor Group Inc.73,661$3.35M0.1%+1.4%0.031%
11/12/2024 Flagstar Advisors Inc.194,728$8.86M2.2%-1.1%0.083%
11/12/2024 Nwam LLC38,437$1.75M0.1%N/A0.016%
11/12/2024 Covenant Asset Management LLC13,385$609K0.1%+11.5%0.006%
11/12/2024 Citigroup Inc.471,910$21.47M0.0%-1.6%0.201%
11/12/2024 Raymond James Trust N.A.45,402$2.07M0.0%-21.5%0.019%
11/12/2024 49 Wealth Management LLC12,802$582K0.1%-9.6%0.005%
11/9/2024 LPL Financial LLC17,561,504$798.87M0.4%-5.3%7.491%
11/9/2024 Cypress Capital Group7,865$358K0.0%-5.4%0.003%
11/8/2024 Moors & Cabot Inc.9,147$416K0.0%-9.9%0.004%
11/8/2024 Stonebridge Financial Planning Group LLC8,750$398K0.2%-3.9%0.004%
11/8/2024 Darwin Wealth Management LLC5,262$239K0.1%-4.4%0.002%
11/8/2024 First Horizon Advisors Inc.1,877$85K0.0%-21.5%0.001%
11/8/2024 Commerce Bank284,653$12.95M0.1%-0.2%0.121%
11/8/2024 Strategy Asset Managers LLC13,831$629K0.1%-10.3%0.006%
11/8/2024 Prospera Private Wealth LLC1,010$46K0.0%N/A0.000%
11/8/2024 Kraft Davis & Associates LLC122,023$5.47M1.6%-5.0%0.052%
11/8/2024 Avior Wealth Management LLC5,541$252K0.0%-3.9%0.002%
11/8/2024 PNC Financial Services Group Inc.458,079$20.84M0.0%-2.1%0.195%
11/8/2024 FWG Holdings LLC46,854$2.12M1.0%-0.8%0.020%
11/7/2024 Prospera Financial Services Inc839,201$38.19M1.0%+0.7%0.358%
11/7/2024 Caprock Group LLC18,338$834K0.0%+37.5%0.008%
11/7/2024 Spectrum Wealth Advisory Group LLC50,871$2.31M1.3%-64.6%0.022%
11/7/2024 Tidemark LLC17,226$784K0.3%-9.6%0.007%
11/7/2024 Holistic Financial Partners207,299$9.43M4.5%+2.5%0.088%
11/7/2024 MAI Capital Management49,616$2.26M0.0%-5.6%0.021%
11/7/2024 Planning Directions Inc.12,548$571K0.3%-5.4%0.005%
11/7/2024 Claro Advisors LLC59,179$2.69M0.3%-4.2%0.025%
11/6/2024 1776 Wealth LLC136,684$6.22M2.8%-2.7%0.058%
11/6/2024 KPP Advisory Services LLC88,403$4.02M1.0%-7.4%0.038%
11/6/2024 Signature Estate & Investment Advisors LLC108,018$4.91M0.1%-6.1%0.046%
11/6/2024 OneDigital Investment Advisors LLC61,285$2.79M0.0%+5.6%0.026%
11/6/2024 Traction Financial Partners LLC16,546$753K0.6%-5.8%0.007%
11/6/2024 Unionview LLC180,169$8.20M6.4%-1.2%0.077%
11/6/2024 Huntington National Bank2,723$124K0.0%+97.6%0.001%
11/6/2024 Main Street Financial Solutions LLC78,735$3.58M0.3%+38.1%0.034%
11/6/2024 Schrum Private Wealth Management LLC14,018$638K0.3%+100.0%0.006%
11/6/2024 Kovack Advisors Inc.102,378$4.66M0.5%+3.8%0.044%
11/6/2024 Oppenheimer & Co. Inc.165,775$7.54M0.1%+1.9%0.071%
11/5/2024 First Heartland Consultants Inc.46,235$2.10M0.2%-64.2%0.020%
11/5/2024 Prime Capital Investment Advisors LLC4,418$201K0.0%-17.7%0.002%
11/5/2024 Ashton Thomas Private Wealth LLC22,286$1.01M0.1%-4.4%0.010%
11/5/2024 Proactive Wealth Strategies LLC168,802$7.68M4.3%N/A0.072%
11/5/2024 Apollon Financial LLC42,964$1.95M0.6%-9.5%0.018%
11/5/2024 WealthPLAN Partners LLC8,119$369K0.0%+11.3%0.003%
11/5/2024 Harbour Investments Inc.764,215$34.76M1.0%-20.0%0.326%
11/5/2024 Apollon Wealth Management LLC15,153$689K0.0%+3.1%0.006%
11/5/2024 Fountainhead AM LLC215,758$9.82M2.1%-2.4%0.092%
11/5/2024 Nations Financial Group Inc. IA ADV22,516$1.02M0.1%+3.5%0.010%
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11/4/2024 tru Independence LLC34,548$1.57M0.5%-4.2%0.015%
11/4/2024 Cottonwood Capital Advisors LLC87,049$3.96M2.9%-10.5%0.037%
11/4/2024 Core Wealth Partners LLC6,209$282K0.2%-8.6%0.003%
11/4/2024 Tyler Stone Wealth Management24,028$1.09M0.2%+78.2%0.010%
11/4/2024 Migdal Insurance & Financial Holdings Ltd.2,851$130K0.0%-29.4%0.001%
11/4/2024 Sigma Planning Corp98,114$4.46M0.1%-5.4%0.042%
11/2/2024 Mach 1 Financial Group LLC15,449$703K0.4%+15.0%0.007%
11/1/2024 Atria Investments Inc149,042$6.78M0.1%+17.9%0.064%
11/1/2024 Acorn Financial Advisory Services Inc. ADV85,710$3.90M0.7%-2.6%0.037%
11/1/2024 Assetmark Inc.248,417$11.30M0.0%+46.6%0.106%
(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, 606 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 ($798.87M), 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 488 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), Strategic Financial Concepts LLC ($1.04M), and Cetera Advisors LLC ($605.85K).

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

Institutional investors have bought a total of 38,674,633 shares in the last 24 months. This purchase volume represents approximately $1.58B in transactions.

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

Of the 422 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), LPL Financial LLC ($2.90M), UBS Group AG ($2.62M), Raymond James Financial Services Advisors Inc. ($2.54M), Morgan Stanley ($2.29M), 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 52,091,021 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 11/21/2024 by MarketBeat.com Staff
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