FIRST TRUST VALUE LINE DVD (FVD) Institutional Shareholders
FIRST TRUST VALUE LINE DVD (FVD) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $5.03B in FVD holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of FVD tracked by InsiderSet, reporting ownership valued at approximately $853.49M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $909.93M, representing an estimated gain of +6.61% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 61% of the total disclosed FVD value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Lpl Financial Llc, Wells Fargo & Company/Mn, and several other long-term asset managers with concentrated positions in FIRST TRUST VALUE LINE DVD (FVD).
This page ranks the largest institutional FVD shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
628
Total Reported Value
$5.03B
Largest Holder
Morgan Stanley
Largest Position
$853.49M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
27
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.05% | 18,147,711 | $853,486,890 | $909,926,230 | +$56,439,340 | +6.61% | |
| Lpl Financial Llc | 0.21% | 16,816,974 | $790,902,223 | $843,203,076 | +$52,300,853 | +6.61% | |
| Wells Fargo & Company/Mn | 0.05% | 5,345,787 | $251,412,395 | $268,037,760 | +$16,625,365 | +6.61% | |
| Bank Of America Corp | 0.02% | 5,292,515 | $248,906,984 | $265,366,702 | +$16,459,718 | +6.61% | |
| Raymond James Financial Inc | 0.08% | 5,162,932 | $242,812,678 | $258,869,410 | +$16,056,732 | +6.61% | |
| Ubs Group Ag | 0.03% | 3,377,606 | $158,848,811 | $169,353,165 | +$10,504,354 | +6.61% | |
| Royal Bank Of Canada | 0.03% | 3,287,993 | $154,636,000 | $164,859,969 | +$10,223,969 | +6.61% | |
| Envestnet Asset Management Inc | 0.04% | 3,178,839 | $153,156,455 | $159,386,987 | +$6,230,532 | +4.07% | |
| Stifel Financial Corp | 0.09% | 2,169,935 | $102,051,415 | $108,800,541 | +$6,749,126 | +6.61% | |
| Cetera Investment Advisers | 0.10% | 1,983,916 | $93,303,565 | $99,473,548 | +$6,169,983 | +6.61% | |
| Commonwealth Equity Services, Llc | 0.11% | 1,883,025 | $90,724,145 | $94,414,874 | +$3,690,729 | +4.07% | |
| Osaic Holdings, Inc. | 0.13% | 1,859,101 | $87,440,537 | $93,215,324 | +$5,774,787 | +6.60% | |
| Hightower Advisors, Llc | 0.08% | 1,566,495 | $73,672,026 | $78,544,059 | +$4,872,033 | +6.61% | |
| Truist Financial Corp | 0.07% | 1,278,255 | $61,586,306 | $64,091,706 | +$2,505,400 | +4.07% | |
| Private Advisor Group, Llc | 0.23% | 1,026,523 | $49,457,894 | $51,469,863 | +$2,011,969 | +4.07% | |
| Kestra Advisory Services, Llc | 0.13% | 842,919 | $40,611,816 | $42,263,959 | +$1,652,143 | +4.07% | |
| Baird Financial Group, Inc. | 0.06% | 830,494 | $39,058,132 | $41,640,969 | +$2,582,837 | +6.61% | |
| New England Private Wealth Advisors Llc | 4.15% | 763,623 | $35,913,179 | $38,288,057 | +$2,374,878 | +6.61% | |
| Prospera Financial Services Inc | 0.42% | 597,550 | $28,797,401 | $29,961,157 | +$1,163,756 | +4.04% | |
| Jones Financial Companies Lllp | 0.01% | 596,065 | $27,634,477 | $29,886,699 | +$2,252,222 | +8.15% | |
| Benjamin Edwards Inc | 0.24% | 548,951 | $26,453,804 | $27,524,403 | +$1,070,599 | +4.05% | |
| Intellus Advisors Llc | 3.55% | 552,985 | $26,006,887 | $27,726,668 | +$1,719,781 | +6.61% | |
| Rockefeller Capital Management L.P. | 0.04% | 537,188 | $25,263,981 | $26,934,606 | +$1,670,625 | +6.61% | |
| Park National Corp | 0.68% | 507,145 | $24,434,246 | $25,428,250 | +$994,004 | +4.07% | |
| D.A. Davidson & Co. | 0.13% | 500,831 | $24,130,076 | $25,111,666 | +$981,590 | +4.07% | |
| Harbour Investments, Inc. | 0.36% | 495,155 | $23,287,161 | $24,827,072 | +$1,539,911 | +6.61% | |
| Citigroup Inc | 0.01% | 455,784 | $21,959,653 | $22,853,010 | +$893,357 | +4.07% | |
| Mariner, Llc | 0.02% | 453,295 | $21,318,470 | $22,728,211 | +$1,409,741 | +6.61% | |
| Gateway Wealth Partners, Llc | 0.83% | 452,776 | $21,294,053 | $22,702,189 | +$1,408,136 | +6.61% | |
| Mml Investors Services, Llc | 0.06% | 447,558 | $21,048,660 | $22,440,558 | +$1,391,898 | +6.61% | |
| Beacon Financial Group | 1.84% | 420,701 | $20,269,390 | $21,093,948 | +$824,558 | +4.07% | |
| Equitable Holdings, Inc. | 0.12% | 398,372 | $18,461,105 | $19,974,372 | +$1,513,267 | +8.20% | |
| Pnc Financial Services Group, Inc. | 0.01% | 381,973 | $17,964,204 | $19,152,126 | +$1,187,922 | +6.61% | |
| Solano Wealth Investment Advisors Llc | 8.17% | 372,837 | $17,963,322 | $18,694,047 | +$730,725 | +4.07% | |
| Goldman Sachs Group Inc | 0.00% | 379,923 | $17,867,779 | $19,049,339 | +$1,181,560 | +6.61% | |
| Concurrent Investment Advisors, Llc | 0.15% | 367,222 | $17,692,757 | $18,412,511 | +$719,754 | +4.07% | |
| Golden State Wealth Management, Llc | 1.59% | 361,076 | $17,396,654 | $18,104,351 | +$707,697 | +4.07% | |
| Petix & Botte Co | 4.03% | 324,767 | $15,273,758 | $16,283,817 | +$1,010,059 | +6.61% | |
| Stratos Wealth Partners, Ltd. | 0.17% | 311,649 | $14,656,868 | $15,626,081 | +$969,213 | +6.61% | |
| Northwestern Mutual Wealth Management Co | 0.01% | 308,104 | $14,490,107 | $15,448,335 | +$958,228 | +6.61% | |
| Wealthcare Investment Partners, Llc | 4.01% | 307,314 | $14,459,117 | $15,408,724 | +$949,607 | +6.57% | |
| Medallion Wealth Advisors, Llc | 0.98% | 308,636 | $14,050,152 | $15,475,009 | +$1,424,857 | +10.14% | |
| Steward Partners Investment Advisory, Llc | 0.07% | 293,384 | $13,797,881 | $14,710,274 | +$912,393 | +6.61% | |
| Hobart Private Capital, Llc | 2.30% | 278,240 | $13,405,602 | $13,950,954 | +$545,352 | +4.07% | |
| Commerce Bank | 0.06% | 285,016 | $13,404,302 | $14,290,702 | +$886,400 | +6.61% | |
| Modern Wealth Management, Llc | 0.23% | 279,941 | $13,193,610 | $14,036,242 | +$842,632 | +6.39% | |
| &Partners | 0.06% | 257,139 | $12,154,437 | $12,892,949 | +$738,512 | +6.08% | |
| Us Bancorp \De\ | 0.01% | 255,204 | $12,004,973 | $12,795,929 | +$790,956 | +6.59% | |
| Independent Advisor Alliance | 0.13% | 251,777 | $11,841,084 | $12,624,099 | +$783,015 | +6.61% | |
| Merit Financial Group, Llc | 0.07% | 245,016 | $11,804,881 | $12,285,102 | +$480,221 | +4.07% |
Frequently asked questions about FVD
Who owns the most FVD stock?
The largest holders of FVD are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FIRST TRUST VALUE LINE DVD (FVD).
Is FVD widely held by superinvestors?
Many widely followed stocks like FVD appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FVD is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.