Who owns FVD?
First Trust Value Line Dividend Index Fund · First Trust
639 institutions reported holding FVD, worth $5.2B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of FVD
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Morgan Stanley | New York, NY | $842.8M | 17,493,310 | −654,401 shares |
| LPL Financial LLC | Fort Mill, SC | $770.2M | 15,986,208 | −830,766 shares |
| Bank of America Corp. | Charlotte, NC | $254.1M | 5,272,946 | −19,569 shares |
| Wells Fargo & Company | San Francisco, CA | $247.4M | 5,135,074 | −210,713 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $244.1M | 5,066,739 | −96,193 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $153.3M | 3,182,055 | −105,938 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $153.2M | 3,178,839 | −93,604 shares |
| UBS Group AG | Zurich, Switzerland | $147.6M | 3,062,609 | −314,997 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $111.9M | 2,322,474 | +1,116,325 shares |
| Stifel Financial Corp. | St. Louis, MO | $106.7M | 2,214,926 | +44,991 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns FVD?
639 institutional managers reported holding FVD in Form 13F filings for June 30, 2026, worth $5.2B in total. The largest reported position was held by Morgan Stanley, at $842.8M.
Did institutions buy or sell FVD last quarter?
Reported 13F value rose 1.8% from March 31, 2026, which includes price moves as well as buying and selling. 53 firms reported a new position and 28 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is FVD ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.