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

First Trust Value Line Dividend Index Fund logo
$44.61 +0.53 (+1.20%)
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)
270
Total
Institutional Inflows
(last 12 months)
$708.21M
Number of
Institutional Sellers
(last 12 months)
312
Total
Institutional Outflows
(last 12 months)
$1.16B
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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
1/21/2025Petix & Botte Co450,777$19.67M5.2%-23.8%0.192%
1/21/2025Stablepoint Partners LLC93,538$4.08M0.7%+24.3%0.040%
1/21/2025AlphaMark Advisors LLC1,045$46K0.0%N/A0.000%
1/21/2025Flagship Harbor Advisors LLC17,784$776K0.0%-10.8%0.008%
1/21/2025Geneos Wealth Management Inc.73,107$3.19M0.1%+4.9%0.031%
1/21/2025Accel Wealth Management46,416$2.03M0.8%-5.7%0.020%
1/21/2025Fifth Third Bancorp5,816$254K0.0%-4.2%0.002%
1/21/2025PCG Wealth Advisors LLC223,265$9.74M3.6%-0.8%0.095%
1/21/2025Cottonwood Capital Advisors LLC81,968$3.58M2.6%-5.8%0.035%
1/21/2025Southland Equity Partners LLC99,642$4.35M1.0%-0.5%0.043%
1/21/2025RFG Advisory LLC41,870$1.83M0.1%+27.2%0.018%
1/21/2025Cornerstone Wealth Management LLC104,135$4.54M0.3%-5.3%0.044%
1/17/2025 New Century Financial Group LLC8,383$366K0.2%-5.8%0.004%
1/17/2025 Key Client Fiduciary Advisors LLC31,909$1.39M0.6%+1.8%0.014%
1/17/2025 Secure Asset Management LLC82,078$3.58M0.5%+2.6%0.035%
1/17/2025 Mutual Advisors LLC95,027$4.18M0.1%+8.7%0.041%
1/17/2025 Janney Montgomery Scott LLC643,714$28.09M0.1%-2.2%0.275%
1/17/2025 Advisory Alpha LLC93,161$4.07M0.1%-25.5%0.040%
1/17/2025 Octavia Wealth Advisors LLC23,623$1.03M0.1%-3.9%0.010%
1/16/2025 Pure Financial Advisors LLC6,804$297K0.0%N/A0.003%
1/16/2025 Koshinski Asset Management Inc.29,559$1.29M0.0%-1.9%0.013%
1/16/2025 Harbor Investment Advisory LLC95,218$4.16M0.4%-1.2%0.041%
1/16/2025 MassMutual Private Wealth & Trust FSB647$28K0.0%N/A0.000%
1/16/2025 Purus Wealth Management LLC33,806$1.48M0.6%+41.5%0.014%
1/16/2025 SFG Wealth Management LLC.10,519$459K0.2%+9.2%0.004%
1/16/2025 Trueblood Wealth Management LLC17,269$754K0.4%+6.7%0.007%
1/16/2025 Kaydan Wealth Management Inc.82,650$3.61M1.2%+2.5%0.035%
1/16/2025 Bernardo Wealth Planning LLC11,998$511K0.1%-15.0%0.005%
1/16/2025 Murphy Middleton Hinkle & Parker Inc.16,868$736K0.4%-2.1%0.007%
1/15/2025 Whitaker Myers Wealth Managers LTD.47,438$2.07M0.6%-3.8%0.020%
1/15/2025 Ballew Advisors Inc111,415$4.78M3.1%+3.0%0.048%
1/15/2025 Ameritas Advisory Services LLC125,086$5.46M0.2%-10.7%0.053%
1/15/2025 Arkadios Wealth Advisors111,827$4.88M0.3%-1.5%0.048%
1/15/2025 Merit Financial Group LLC9,188$401K0.0%-16.5%0.004%
1/15/2025 Kaye Capital Management284,807$12.43M5.6%+0.3%0.121%
1/15/2025 Grant GrossMendelsohn LLC11,808$515K0.3%-11.9%0.005%
1/15/2025 Householder Group Estate & Retirement Specialist LLC28,630$1.25M0.9%-17.8%0.012%
1/15/2025 Walker Asset Management LLC38,073$1.66M1.0%+1.4%0.016%
1/15/2025 Wealthcare Advisory Partners LLC134,220$5.86M0.2%-12.1%0.057%
1/15/2025 RDA Financial Network7,513$328K0.1%-3.2%0.003%
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1/15/2025 Kraematon Investment Advisors Inc.77,571$3.39M3.3%-1.2%0.033%
1/15/2025 Ritholtz Wealth Management7,643$334K0.0%-34.8%0.003%
1/15/2025 Towerpoint Wealth LLC124,788$5.45M2.7%+1.1%0.053%
1/14/2025 SignalPoint Asset Management LLC9,398$410K0.1%-75.9%0.004%
1/14/2025 ERn Financial LLC63,911$2.79M0.4%-3.6%0.027%
1/14/2025 Clarus Wealth Advisors15,124$649K0.3%-2.9%0.006%
1/14/2025 Thurston Springer Miller Herd & Titak Inc.1,439$63K0.0%+72.3%0.001%
1/14/2025 Park Avenue Securities LLC56,610$2.47M0.0%-7.8%0.024%
1/14/2025 Pacifica Partners Inc.1,079$47K0.0%-18.8%0.000%
1/13/2025 Columbia Advisory Partners LLC8,974$392K0.4%-5.8%0.004%
1/13/2025 AdvisorNet Financial Inc32,173$1.40M0.1%-1.2%0.014%
1/13/2025 Elevated Capital Advisors LLC75,906$3.31M0.9%-1.8%0.032%
1/13/2025 Claro Advisors LLC56,690$2.47M0.3%-4.2%0.024%
1/13/2025 Accelerate Investment Advisors LLC5,418$236K0.2%+11.7%0.002%
1/13/2025 City Center Advisors LLC14,280$623K0.7%-46.7%0.006%
1/10/2025 HBW Advisory Services LLC30,325$1.32M0.2%+159.5%0.013%
1/10/2025 Wealth Enhancement Advisory Services LLC280,353$12.75M0.0%-0.3%0.120%
1/8/2025 International Assets Investment Management LLC76,743$3.33M0.2%-97.8%0.033%
1/8/2025 Park National Corp OH491,225$21.44M0.8%-0.5%0.210%
1/6/2025 Advance Capital Management Inc.69,701$3.04M0.1%-2.9%0.030%
1/3/2025 GAMMA Investing LLC10,332$451K0.0%+62.1%0.004%
1/2/2025 Old Port Advisors10,528$459K0.1%-2.2%0.004%
12/26/2024JPMorgan Chase & Co.1,037,375$47.19M0.0%+105.8%0.442%
12/13/2024B. Riley Wealth Advisors Inc.105,315$4.75M0.1%-13.7%0.045%
12/11/20241ST Source Bank199,317$9.07M0.5%-1.5%0.085%
11/25/2024Synovus Financial Corp29,324$1.33M0.0%+30.5%0.013%
11/25/2024Wilmington Savings Fund Society FSB1,819$83K0.0%N/A0.001%
11/25/2024World Investment Advisors LLC147,346$6.70M0.2%+2,565.0%0.063%
11/25/2024Sanctuary Advisors LLC285,693$13.21M0.1%+18.1%0.122%
11/25/2024Pine Valley Investments Ltd Liability Co158,772$7.22M0.4%-2.3%0.068%
11/20/2024 Westside Investment Management Inc.38,477$1.73M0.4%+13.8%0.016%
11/20/2024Virtu Financial LLC8,931$406K0.0%-88.1%0.004%
11/19/2024Citizens Business Bank9,100$414K0.1%N/A0.004%
11/18/2024Rehmann Capital Advisory Group283,546$12.90M0.8%-58.2%0.121%
11/18/2024Asset Allocation Strategies LLC5,669$258K0.1%N/A0.002%
11/15/2024Continuum Advisory LLC58,483$2.66M0.3%+10.9%0.025%
11/15/2024MML Investors Services LLC511,784$23.28M0.1%+0.7%0.218%
11/15/2024Orion Portfolio Solutions LLC161,048$7.33M0.2%+34.7%0.069%
11/15/2024Insigneo Advisory Services LLC22,290$1.01M0.1%-2.0%0.010%
11/15/2024Jane Street Group LLC48,720$2.22M0.0%-26.1%0.021%
11/15/2024Kovitz Investment Group Partners LLC15,482$704K0.0%N/A0.007%
11/15/2024Stifel Financial Corp2,418,502$110.02M0.1%-1.9%1.032%
11/15/2024Pinnacle Family Advisors LLC22,507$1.02M0.5%-3.5%0.010%
11/15/2024IHT Wealth Management LLC172,996$7.87M0.2%-21.6%0.074%
11/15/2024Integrated Wealth Concepts LLC222,846$10.14M0.1%-4.0%0.095%
11/15/2024HighTower Advisors LLC1,830,718$83.28M0.1%-7.9%0.781%
11/15/2024Hilltop Holdings Inc.17,800$810K0.1%N/A0.008%
11/15/2024Benjamin Edwards Inc.488,892$22.25M0.3%+3,183.8%0.209%
11/15/2024B&L Asset Management LLC9,382$427K0.3%N/A0.004%
11/14/2024Plotkin Financial Advisors LLC11,934$543K0.3%N/A0.005%
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11/14/2024White Knight Strategic Wealth Advisors LLC6,873$313K0.3%-18.2%0.003%
11/14/2024Captrust Financial Advisors21,335$971K0.0%-7.7%0.009%
11/14/2024Rockefeller Capital Management L.P.310,360$14.12M0.0%-0.8%0.132%
11/14/2024Providence Capital Advisors LLC951$43K0.0%N/A0.000%
11/14/2024CreativeOne Wealth LLC11,213$510K0.0%N/A0.005%
11/13/2024Freedom Investment Management Inc.9,646$439K0.0%-14.8%0.004%
11/13/2024Townsquare Capital LLC5,529$252K0.0%-23.6%0.002%
11/13/2024BNP Paribas Financial Markets26,773$1.22M0.0%-60.8%0.011%
11/13/2024FMR LLC47,581$2.16M0.0%+2.9%0.020%
11/13/2024D.A. Davidson & CO.463,732$21.10M0.2%+2.1%0.198%
(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, 603 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 484 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 ($1.72M), 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 38,119,262 shares in the last 24 months. This purchase volume represents approximately $1.56B in transactions.

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

Of the 421 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), International Assets Investment Management LLC ($3.49M), Raymond James & Associates ($3.07M), LPL Financial LLC ($2.90M), UBS Group AG ($2.62M), Raymond James Financial Services Advisors Inc. ($2.54M), and Morgan Stanley ($2.29M).

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

Institutional investors have sold a total of 55,699,543 shares in the last 24 months. This volume of shares sold represents approximately $2.26B in transactions.


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This page (NYSEARCA:FVD) was last updated on 1/21/2025 by MarketBeat.com Staff
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