Who Owns FVD?
First Trust Value Line Dividend Index Fund — Institutional Ownership & 13F Holdings
$47.64
+0.02 (+0.04%)
Market Cap
$9.3B
Shares Outstanding
189,738,003
Institutional Holders
563
Total Inst. Value
$4.4B
% of Float Held
—
QoQ Holder Change
+253
Institutional data as of Q1 2025
New Positions
160
Closed Positions
42
Increased
132
Decreased
202
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $890.7M | 19,975,872 |
| 2 | BANK OF AMERICA CORP /DE/ | $297.7M | 6,676,081 |
| 3 | RAYMOND JAMES FINANCIAL INC | $280.1M | 6,281,812 |
| 4 | WELLS FARGO & COMPANY/MN | $279.2M | 6,262,572 |
| 5 | AMERIPRISE FINANCIAL INC | $214.2M | 4,821,901 |
| 6 | UBS Group AG | $177.0M | 3,969,158 |
| 7 | ROYAL BANK OF CANADA | $168.2M | 3,771,838 |
| 8 | OSAIC HOLDINGS, INC. | $114.6M | 2,569,740 |
| 9 | STIFEL FINANCIAL CORP | $100.9M | 2,263,274 |
| 10 | Cetera Investment Advisers | $91.0M | 2,040,355 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| OSAIC HOLDINGS, INC. | +948K | $114.6M |
| JPMORGAN CHASE & CO | +121K | $89.2M |
| Golden State Wealth Management, LLC | +456K | $41.0M |
| Prospera Financial Services Inc | +15K | $37.4M |
| Intellus Advisors LLC | +14K | $28.9M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Strategic Financial Concepts, LLC | -1.1M | $1.4M |
| Trilogy Capital Inc. | -1.1M | $545K |
| MORGAN STANLEY | -1.1M | $890.7M |
| BANK OF AMERICA CORP /DE/ | -673K | $297.7M |
| RAYMOND JAMES FINANCIAL INC | -416K | $280.1M |
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Frequently Asked Questions
How many institutional investors hold FVD?
As of Q1 2025, 563 institutional investors report holding FVD (First Trust Value Line Dividend Index Fund) in their 13F filings.
Which hedge fund owns the most FVD?
The largest institutional holder of FVD is MORGAN STANLEY with $890.7M in shares.
Are institutions buying or selling FVD?
This quarter, 160 institutions opened new positions in FVD and 42 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.