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

First Trust Value Line Dividend Index Fund logo
$44.92 -0.04 (-0.09%)
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)
332
Total
Institutional Inflows
(last 12 months)
$1.08B
Number of
Institutional Sellers
(last 12 months)
330
Total
Institutional Outflows
(last 12 months)
$971.52M
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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
2/21/2025Putney Financial Group LLC1,970$86K0.1%N/A0.001%
2/19/2025 Formidable Asset Management LLC19,022$830K0.1%-1.9%0.008%
2/19/2025 Richmond Investment Services LLC24,959$1.09M0.6%N/A0.011%
2/19/2025 WCG Wealth Advisors LLC43,219$1.89M0.1%-3.2%0.018%
2/18/2025 Breakthru Advisory Services LLC6,190$270K0.2%N/A0.003%
2/18/2025 GTS Securities LLC11,445$499K0.0%N/A0.005%
2/18/2025 Retirement Planning Group LLC12,744$556K0.0%+50.9%0.005%
2/18/2025 49 Wealth Management LLC11,080$484K0.1%-13.5%0.005%
2/18/2025 Focus Partners Advisor Solutions LLC46,031$2.01M0.0%-38.4%0.020%
2/18/2025 First Heartland Consultants Inc.63,663$2.78M0.3%+37.7%0.027%
2/18/2025 Continuum Advisory LLC61,416$2.68M0.3%+5.0%0.026%
2/18/2025 White Knight Strategic Wealth Advisors LLC13,712$598K0.3%+99.5%0.006%
2/17/2025 Waverly Advisors LLC66,557$2.91M0.0%-7.5%0.028%
2/17/2025 Snowden Capital Advisors LLC133,294$5.82M0.2%+15.1%0.057%
2/17/2025 Royal Bank of Canada3,882,042$169.41M0.0%-2.9%1.656%
2/17/2025 Redwood Financial Network Corp6,667$291K0.2%+20.0%0.003%
2/17/2025 Northeast Financial Consultants Inc27,598$1.20M0.1%-9.3%0.012%
2/17/2025 Investor s Fiduciary Advisor Network LLC33,289$1.45M0.6%N/A0.014%
2/17/2025 Global Assets Advisory LLC13,520$587K0.3%-5.9%0.006%
2/17/2025 Focus Partners Wealth73,421$3.20M0.0%+18.1%0.031%
2/17/2025 EPG Wealth Management LLC24,346$1.06M0.3%-1.7%0.010%
2/17/2025 CoreCap Advisors LLC27,427$1.20M0.1%+1,729.7%0.012%
2/17/2025 Cresset Asset Management LLC28,787$1.26M0.0%-9.4%0.012%
2/17/2025 Cambridge Investment Research Advisors Inc.1,654,142$72.19M0.2%+1.5%0.706%
2/17/2025 Cetera Investment Advisers2,048,309$89.39M0.2%-1.4%0.874%
2/17/2025 Captrust Financial Advisors23,113$1.01M0.0%+8.3%0.010%
2/17/2025 Citadel Advisors LLC42,688$1.86M0.0%-63.4%0.018%
2/17/2025 Baird Financial Group Inc.1,143,859$49.92M0.1%+0.5%0.488%
2/17/2025 Bank of America Corp DE7,348,602$320.69M0.0%+2.8%3.135%
2/17/2025 Benjamin Edwards Inc.502,811$21.95M0.3%+2.8%0.214%
2/17/2025 BNP Paribas Financial Markets117,300$5.12M0.0%+338.1%0.050%
2/17/2025 Ameriprise Financial Inc.4,876,116$212.78M0.1%+6.5%2.080%
2/17/2025 Aptus Capital Advisors LLC4,883$213K0.0%N/A0.002%
2/17/2025 4WEALTH Advisors Inc.11,810$515K0.5%N/A0.005%
2/17/2025 Acorn Financial Advisory Services Inc. ADV71,945$3.14M0.5%-16.1%0.031%
2/14/2025 Gallagher Fiduciary Advisors LLC4,627$202K0.0%N/A0.002%
2/14/2025 Mercer Global Advisors Inc. ADV44,172$1.93M0.0%-27.2%0.019%
2/14/2025 Jane Street Group LLC35,473$1.55M0.0%-27.2%0.015%
2/14/2025 Rehmann Capital Advisory Group268,798$11.73M0.7%-5.2%0.115%
2/14/2025 Triumph Capital Management46,112$2.01M0.7%+22.3%0.020%
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2/14/2025 Comerica Bank71,605$3.13M0.0%-2.6%0.031%
2/14/2025 Owen LaRue LLC10,457$456K0.2%+4.2%0.004%
2/14/2025 Lido Advisors LLC31,465$1.37M0.0%-3.2%0.013%
2/14/2025 Beacon Pointe Advisors LLC158,723$6.93M0.1%-1.0%0.068%
2/14/2025 Prosperity Consulting Group LLC255,867$11.17M0.8%+17.3%0.109%
2/14/2025 Johnson Financial Group Inc.3,288$146K0.0%-50.0%0.001%
2/14/2025 Kovitz Investment Group Partners LLC15,127$660K0.0%-2.3%0.006%
2/14/2025 Topsail Wealth Management LLC18,887$824K0.2%N/A0.008%
2/14/2025 Integrated Wealth Concepts LLC217,901$9.51M0.1%-2.2%0.093%
2/14/2025 Coppell Advisory Solutions LLC150,380$6.58M0.9%-18.1%0.064%
2/14/2025 MGO One Seven LLC20,297$886K0.0%-6.3%0.009%
2/14/2025 Harvest Investment Services LLC152,777$6.67M1.6%+0.2%0.065%
2/14/2025 IHT Wealth Management LLC150,945$6.59M0.2%-12.7%0.064%
2/14/2025 Stifel Financial Corp2,298,044$100.29M0.1%-5.0%0.980%
2/14/2025 OneDigital Investment Advisors LLC72,566$3.17M0.0%+18.4%0.031%
2/14/2025 Tower Research Capital LLC TRC 42,754$1.87M0.0%+29.2%0.018%
2/14/2025 MML Investors Services LLC510,085$22.26M0.1%-0.3%0.218%
2/14/2025 Mach 1 Financial Group LLC10,626$464K0.8%-31.2%0.005%
2/14/2025 First Trust Advisors LP11,594$506K0.0%+162.4%0.005%
2/14/2025 Freedom Investment Management Inc.9,264$404K0.0%-4.0%0.004%
2/14/2025 GeoWealth Management LLC6,981$305K0.0%-76.7%0.003%
2/14/2025 Commerce Bank283,723$12.38M0.1%-0.3%0.121%
2/13/2025 Capital Square LLC24,069$1.07M0.6%+27.6%0.010%
2/13/2025 NewEdge Advisors LLC364,102$15.89M0.1%+4.4%0.155%
2/13/2025 Insigneo Advisory Services LLC16,204$707K0.1%-27.3%0.007%
2/13/2025 Stonehaven Wealth & Tax Solutions LLC63,342$2.76M3.0%N/A0.027%
2/13/2025 Main Street Financial Solutions LLC6,176$270K0.0%-92.2%0.003%
2/13/2025 Finward Bancorp50,488$2.20M1.9%N/A0.022%
2/13/2025 United Capital Financial Advisors LLC11,344$495K0.0%+2.7%0.005%
2/13/2025 CreativeOne Wealth LLC10,943$478K0.0%-2.4%0.005%
2/13/2025 Mariner LLC444,065$19.38M0.0%+6.0%0.189%
2/13/2025 Keystone Financial Group24,256$1.06M0.1%N/A0.010%
2/13/2025 Savvy Advisors Inc.25,605$1.12M0.1%+2.8%0.011%
2/13/2025 Synovus Financial Corp24,759$1.08M0.0%-15.6%0.011%
2/13/2025 Virtus Wealth Solutions LLC16,729$730K0.2%N/A0.007%
2/13/2025 Sagespring Wealth Partners LLC7,838$342K0.0%N/A0.003%
2/13/2025 Crux Wealth Advisors66,250$2.89M1.6%N/A0.028%
2/13/2025 Rockefeller Capital Management L.P.310,830$13.57M0.0%+0.2%0.133%
2/13/2025 Elios Financial Group Inc.10,691$467K0.2%-6.3%0.005%
2/13/2025 Solano Wealth Investment Advisors LLC51,527$2.25M1.4%N/A0.022%
2/13/2025 Kraft Davis & Associates LLC116,248$5.17M1.5%-4.7%0.050%
2/13/2025 Advisory Services Network LLC11,028$481K0.0%-11.2%0.005%
2/13/2025 Bernard Wealth Management Corp.2,062$83K0.1%N/A0.001%
2/13/2025 Concentrum Wealth Management173,480$7.57M2.7%+10.7%0.074%
2/13/2025 Cerity Partners LLC6,651$291K0.0%-6.9%0.003%
2/13/2025 Waterloo Capital L.P.36,383$1.59M0.2%-3.0%0.016%
2/13/2025 Russell Investments Group Ltd.4,684$204K0.0%N/A0.002%
2/13/2025 Wedbush Securities Inc.148,414$6.48M0.2%-23.4%0.063%
2/13/2025 Envestnet Asset Management Inc.3,337,058$145.63M0.0%-8.4%1.423%
2/13/2025 Perennial Investment Advisors LLC62,705$2.74M0.3%-14.5%0.027%
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2/13/2025 Wells Fargo & Company MN6,662,012$290.73M0.1%-4.5%2.842%
2/13/2025 Smith Moore & CO.29,800$1.30M0.1%-2.1%0.013%
2/12/2025 World Investment Advisors182,532$7.97M0.2%+23.9%0.078%
2/12/2025 OneAscent Financial Services LLC64,421$2.81M0.2%N/A0.027%
2/12/2025 Private Portfolio Partners LLC9,412$411K0.1%+30.5%0.004%
2/12/2025 RFG Bristol Wealth Advisors LLC4,809$210K0.1%N/A0.002%
2/12/2025 StoneX Group Inc.121,681$5.32M0.3%-10.7%0.052%
2/12/2025 Summit Financial LLC10,980$479K0.0%+3.7%0.005%
2/12/2025 FSB Premier Wealth Management Inc.120,690$5.27M2.1%+2.0%0.051%
2/12/2025 O Shaughnessy Asset Management LLC13,204$576K0.0%+7.9%0.006%
(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, 664 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 532 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 44,829,227 shares in the last 24 months. This purchase volume represents approximately $1.88B in transactions.

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

Of the 441 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 ($3.45M), LPL Financial LLC ($2.90M), Raymond James & Associates ($2.85M), Raymond James Financial Services Advisors Inc. ($2.54M), 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 54,915,833 shares in the last 24 months. This volume of shares sold represents approximately $2.24B in transactions.


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This page (NYSEARCA:FVD) was last updated on 2/21/2025 by MarketBeat.com Staff
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