First Trust Value Line Dvd
$50.500%
-$112.9M
Net Activity
-3.05% total shares
Institutions Holding
641
Popularity Rank
#867
Avg Weight
0.30%
Total Value
$5.2B
641 institutions currently hold FVD, with 226 net buyers and 336 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Decreased
Based on recent trading activity
Net Selling Institutions
336
Net Buying Institutions
226
Top 5 by Value
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Across its top 20 institutional holders, FVD's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 3/100, avg. turnover score 17/100).
FVD ranks #867 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
FVD is a top-conviction position for Solano Wealth Investment Advisors LLC — at 8.2% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in FVD belongs to Morgan Stanley, but the position matters far more to Solano Wealth Investment Advisors LLC, who has 8.2% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
JPMorgan has added to its FVD position for two straight quarters, increasing it by $28.7M to reach $50.5M today.
Ameriprise Financial Inc has trimmed its FVD position for two straight quarters, cutting it by $70.4M while still holding $618.0K.
FVD is up 0% today, but institutions show net selling of $112.9M this quarter — a divergence between today's price move and the underlying institutional flow.
+$182.5M
Total Buy Value
$316.9M
Total Sell Value
226
Net Buyers
336
Net Sellers
FVD
Q2 2026
Top 5 Institutional Movers
+$24.9M
+$21.1M
-$20.7M
-$19.8M
+$19.5M
FVD does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
33734H106
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3229 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2971 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,419
Total reported value
$354.5B
Held by 4419 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,323
Total reported value
$864.3B
Held by 4323 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,246
Total reported value
$320.5B
Held by 4246 institutions — one of the most-tracked stocks on AlphaSMO
Access FVD's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/FVDCLI
npx alphasmo stocks get FVD