FIRST TRUST VALUE LINE DVD (FVD) Institutional Ownership and Insiders Activity
FIRST TRUST VALUE LINE DVD (FVD) is widely held by institutional investors, with 631 firms reporting positions valued at approximately $4.98B based on SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is the largest disclosed holder, reporting approximately $842.83M in FVD holdings in its latest filing.
Institutional Holders
631
Total Reported Value
$4.98B
Largest Holder
Morgan Stanley
Largest Position
$842.83M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
57
Funds Exiting Positions
32
Top Institutional Owners
View allInvestorReported Balance
- Morgan Stanley$842.83M
- Lpl Financial Llc$770.22M
- Bank Of America Corp$254.05M
- Wells Fargo & Company/Mn$247.41M
- Raymond James Financial Inc$244.12M
FVD News
All news- New England Private Wealth Advisors Q2 2026 Portfolio Activity: Significant Purchases and Minor Adjustments Observed
Aug 7, 2026 · valut.ai
- Holistic Financial Partners Portfolio Shifts in Q2 2026: Focus on ETFs, Tech & Healthcare
Jul 25, 2026 · valut.ai
- Plus Group Wealth Advisors Llc Portfolio Shifts in Q2 2026
Jul 14, 2026 · valut.ai