FIRST TRUST VALUE LINE DVD (FVD) Institutional Ownership Changes & 13F Activity

FIRST TRUST VALUE LINE DVD (FVD). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Two Sigma Investments, Lp, Ifg Advisory, Llc, Excelsior Advisor Network Llc, Wells Fargo & Company/Mn, and Goldman Sachs Group Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+30,851+28.6%138,564$6.68MQ2 2026Sep 09, 2026
Citadel Advisors LlcSell-108,880-81.7%24,449$1.18MQ2 2026Sep 02, 2026
Corient Private Wealth LlcSell-3,615-28.9%8,894$428.50KQ2 2026Aug 27, 2026
West Michigan Advisors, LlcBuy+28+0.6%4,743$228.51KQ2 2026Aug 21, 2026
Rehmann Capital Advisory GroupSell-2,358-1.4%160,466$7.73MQ2 2026Aug 20, 2026
Mercer Global Advisors IncSell-33,315-31.2%73,568$3.54MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+8,277+12.2%76,277$3.68MQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+14,208+6.6%230,627$11.11MQ2 2026Aug 18, 2026
Empowered Funds, LlcSell-18,356-50.5%18,011$867.77KQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Sell-4,287-1.1%394,085$18.99MQ2 2026Aug 17, 2026
Asset Allocation Strategies LlcBuy+788+0.9%84,343$4.06MQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcSell-602-0.2%243,569$11.73MQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Buy+449+3.4%13,495$650.00KQ2 2026Aug 17, 2026
Two Sigma Investments, LpBuy+433,400+193.0%658,000$31.70MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+405,648+405648.0%405,748$19.55MQ2 2026Aug 14, 2026
Excelsior Advisor Network LlcBuy+374,997374,997$18.07MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-210,713-3.9%5,135,074$247.41MQ2 2026Aug 14, 2026
Goldman Sachs Group IncSell-156,177-41.1%223,746$10.78MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+153,266+8.2%2,012,367$96.97MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-105,938-3.2%3,182,055$153.31MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-96,193-1.9%5,066,739$244.12MQ2 2026Aug 14, 2026
Xtx Topco LtdSell-74,262-93.6%5,058$243.69KQ2 2026Aug 14, 2026
Coppell Advisory Solutions LlcBuy+61,50961,509$151.81KQ2 2026Aug 14, 2026
Larson Financial Group LlcSell-58,160-37.8%95,609$4.61MQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+48,71248,712$2.35MQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+48,132+132.4%84,484$4.07MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+47,106+7.9%643,171$31.22MQ2 2026Aug 14, 2026
Medallion Wealth Advisors, LlcSell-25,801-49.2%26,635$1.28MQ2 2026Aug 14, 2026
Flow Traders U.S. LlcSell-24,602-33.9%47,879$2.31MQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+22,92522,925$1.10MQ2 2026Aug 14, 2026
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Frequently asked questions about FVD activity

  • Which institutional owners are buying FVD?

    Institutional owners buying FVD include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in FVD activity?

    "Buy" means an investor increased their reported position in FVD compared to the prior reporting period. This reflects growing exposure to FIRST TRUST VALUE LINE DVD (FVD) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in FVD increasing?

    Institutional interest in FVD can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.