FVD

First Trust Value Line Dvd

-$207.5M

Net Activity

Institutions Holding

624

Popularity Rank

#851

Avg Weight

0.35%

Total Value

$5.2B

Ownership Trend

624 institutions currently hold FVD, with 239 net buyers and 315 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

315

Net Buying Institutions

239

Key Holders

Key Holders

Top 5 by Value

MS
Morgan Stanley
$853.5M
LF
LPL Financial LLC
$790.9M
WF
Wells Fargo & Company/mn
$251.4M
BO
Bank Of America CORP /de/
$248.9M
RJ
Raymond James Financial INC
$242.8M

Top 5 by Conviction

SW
Solano Wealth Investment Advisors LLC
9.15%
NE
New England Private Wealth Advisors LLC
4.15%
WI
WealthCare Investment Partners, LLC
4.01%
IA
Intellus Advisors LLC
3.55%
P&
Petix & Botte Co
3.40%
View all 624 holding institutions

Quarterly Activity

Recent Activity

+$921.2M

Total Buy Value

$4.9B

Total Sell Value

New buy46
Trim285
Add193
Sold out30

239

Net Buyers

315

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding FIRST TRUST VALUE LINE DVD (FVD)?
Major stakeholders currently include Morgan Stanley ($853.5M), LPL Financial LLC ($790.9M), Wells Fargo & Company/mn ($251.4M). Based on the latest 13F filings, there are a total of 624 tracked investment funds and institutions maintaining positions in FVD.
What is the overall institutional sentiment toward FVD recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $207.5M, driven by 239 managers accumulating shares while 315 reduced their exposure.
Which institutions have been selling or reducing their FVD positions?
In the latest period, 285 funds trimmed their holdings, and 30 managers completely exited their positions. The aggregate reported sell value was $4.9B.
Are there any notable investors adding FVD to their portfolios?
Yes, buying activity remains notable. 46 institutions opened new positions in {ticker}, and 193 existing holders added to their shares. The total reported buy value for the quarter amounted to $921.2M.

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