Who Owns First Trust Value Line Dividend Index Fund (FVD)?Hedge Fund & Institutional Holders

$48.05+0.30 (+0.64%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+13 / -1

Price History

$40.62$42.98$45.35$47.71$50.08Sep 24Jun 25Mar 26

FVD — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
COMMONWEALTH EQUITY SERVICES, LLCNew Position+2.3M+$105.0B
JONES FINANCIAL COMPANIES LLLPNew Position+542K+$24.0B
D.A. DAVIDSON & CO.New Position+501K+$23.1B
Golden State Wealth Management, LLCNew Position+469K+$21.6B
Rockefeller Capital Management L.P.Increased+276K+$12.4B
Claris Financial LLCNew Position+249K+$11.5B
SILVER OAK SECURITIES, INCORPORATEDNew Position+229K+$10.6B
Beacon Financial Advisory LLCNew Position+228K+$10.5B
UNITED CAPITAL FINANCIAL ADVISORS, LLCIncreased+239K+$10.4B
Gateway Wealth Partners, LLCNew Position+213K+$9.8B
BlueChip Wealth Advisors LLCNew Position+183K+$8.4B
Cherry Creek Investment Advisors, Inc.New Position+166K+$7.7B
Crumly & Associates Inc.New Position+161K+$7.4B
OPPENHEIMER & CO INCNew Position+157K+$7.2B
1776 Wealth LLCNew Position+135K+$6.2B

FVD — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LPL Financial LLCDecreased-491K-$817.6B
AMERIPRISE FINANCIAL INCDecreased-3.5M-$162.9B
JPMORGAN CHASE & CODecreased-2.3M-$108.3B
Cetera Investment AdvisersDecreased-76K-$96.9B
HighTower Advisors, LLCDecreased-282K-$86.9B
Prospera Financial Services IncDecreased-147K-$35.9B
HARBOUR INVESTMENTS, INC.Decreased-209K-$30.2B
RAYMOND JAMES FINANCIAL INCDecreased-302K-$15.8B
Apexium Financial, LPClosed Position-246K-$11.4B
VICTORY FINANCIAL GROUP, LLCDecreased-228K-$10.6B
Larson Financial Group LLCDecreased-20K-$8.9B
Integrated Wealth Concepts LLCDecreased-11K-$6.9B
Allworth Financial LPDecreased-6K-$6.1B
ROYAL BANK OF CANADADecreased-58K-$5.4B
UBS Group AGDecreased-88K-$4.7B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1WELLS FARGO & COMPANY/MN4,093,566$188.0B34.24%Share
2UBS Group AG3,815,213$175.8B28.51%Share
3ROYAL BANK OF CANADA3,698,717$170.0B27.66%Share
4RAYMOND JAMES FINANCIAL INC3,046,479$140.0B43.56%Share
5BANK OF AMERICA CORP /DE/2,883,969$132.0B9.60%Share
6BANK OF AMERICA CORP /DE/2,586,764$119.0B8.66%Share
7RAYMOND JAMES FINANCIAL INC2,350,846$108.0B33.60%Share
8COMMONWEALTH EQUITY SERVICES, LLC2,279,177$105.0B139.98%Share
9STIFEL FINANCIAL CORP2,206,668$101.0B90.85%Share
10WELLS FARGO & COMPANY/MN1,821,938$83.0B15.12%Share
11OSAIC HOLDINGS, INC.1,560,961$71.0B103.75%Share
12AMERIPRISE FINANCIAL INC1,533,082$70.0B15.82%Share
13OSAIC HOLDINGS, INC.1,008,179$46.0B67.22%Share
14Baird Financial Group, Inc.874,692$40.0B62.35%Share
15New England Private Wealth Advisors LLC762,790$35.1B2.12%Share
16Private Advisor Group, LLC717,062$33.0B155.25%Share
17Intellus Advisors LLC627,174$28.9B3.83%Share
18Rockefeller Capital Management L.P.571,100$26.0B46.81%Share
19JONES FINANCIAL COMPANIES LLLP541,519$24.0B14.63%Share
20D.A. DAVIDSON & CO.500,779$23.1B141.34%Share
21PARK NATIONAL CORP /OH/481,530$22.2B0.69%Share
22Golden State Wealth Management, LLC469,031$21.6B2.28%Share
23CITIGROUP INC460,971$21.0B9.27%Share
24IFG Advisory, LLC395,400$18.0B0.78%Share
25PNC FINANCIAL SERVICES GROUP, INC.398,241$18.0B9.83%Share
26Solano Wealth Investment Advisors LLC374,580$17.3B8.55%Share
27Petix & Botte Co338,873$15.6B3.54%Share
28Hobart Private Capital, LLC331,256$15.3B2.98%Share
29VICTORY FINANCIAL GROUP, LLC330,977$15.3B1.92%Share
30Stratos Wealth Partners, LTD.315,930$14.6B164.57%Share
31WealthCare Investment Partners, LLC303,196$14.0B4.08%Share
32Rehmann Capital Advisory Group279,925$13.2B0.69%Share
33Steward Partners Investment Advisory, LLC293,639$13.0B71.29%Share
34Modern Wealth Management, LLC267,126$12.3B224.45%Share
35Equitable Holdings, Inc.273,005$12.0B82.04%Share
36COMMERCE BANK279,108$12.0B66.27%Share
37Claris Financial LLC248,815$11.5B6.10%Share
38US BANCORP \DE\244,813$11.3B13.22%Share
39Fairvoy Private Wealth, LLC244,182$11.3B2.52%Share
40UNITED CAPITAL FINANCIAL ADVISORS, LLC252,068$11.0B66.23%Share
41Holistic Financial Partners236,240$10.9B3.95%Share
42Prosperity Consulting Group, LLC234,089$10.8B0.49%Share
43SILVER OAK SECURITIES, INCORPORATED228,545$10.6B0.72%Share
44Beacon Financial Advisory LLC227,914$10.5B2.43%Share
45ASSETMARK, INC222,029$10.2B20.86%Share
46JPMORGAN CHASE & CO232,777$10.0B0.63%Share
47Concentrum Wealth Management212,857$9.8B2.74%Share
48Gateway Wealth Partners, LLC212,563$9.8B1.09%Share
49PCG Wealth Advisors, LLC205,006$9.4B2.67%Share
50BlueChip Wealth Advisors LLC183,148$8.4B3.55%Share

FVD Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025594$2.6T+272
Q3 2025322$3.5T-196
Q2 2025518$4.2T-45
Q1 2025563$5.3T+118
Q4 2024445$87.7T+118
Q3 2024327$1214.7T+11
Q2 2024316$369.1T+6
Q1 2024310$309.0T—

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As of Q4 2025, 50 institutional investors hold FVD (First Trust Value Line Dividend Index Fund). The largest holder is WELLS FARGO & COMPANY/MN with $188.0B in shares. This quarter, 13 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own FVD?

As of Q4 2025, 50 institutional investors report holding FVD (First Trust Value Line Dividend Index Fund) in their 13F filings.

Who is the largest institutional holder of FVD?

The largest institutional holder of FVD is WELLS FARGO & COMPANY/MN with $188.0B in shares.

Is institutional ownership of FVD increasing or decreasing?

This quarter, 13 institutions opened new positions in FVD and 1 closed their positions.