FVD Institutional Ownership & Shareholders
FIRST TRUST VALUE LINE DVD (FVD) is currently held by 631 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $4.98B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of FVD tracked by InsiderSet, reporting ownership valued at approximately $842.83M in its June 30, 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 $887.09M, representing an estimated gain of +5.25% 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, Bank Of America Corp, 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
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
29
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.04% | 17,493,310 | $842,827,685 | $887,085,750 | +$44,258,065 | +5.25% | |
| Lpl Financial Llc | 0.17% | 15,986,208 | $770,215,434 | $810,660,608 | +$40,445,174 | +5.25% | |
| Bank Of America Corp | 0.02% | 5,272,946 | $254,050,543 | $267,391,092 | +$13,340,549 | +5.25% | |
| Wells Fargo & Company/Mn | 0.04% | 5,135,074 | $247,407,843 | $260,399,603 | +$12,991,760 | +5.25% | |
| Raymond James Financial Inc | 0.07% | 5,066,739 | $244,115,451 | $256,934,335 | +$12,818,884 | +5.25% | |
| Royal Bank Of Canada | 0.03% | 3,182,055 | $153,311,000 | $161,362,009 | +$8,051,009 | +5.25% | |
| Envestnet Asset Management Inc | 0.04% | 3,178,839 | $153,156,455 | $161,198,926 | +$8,042,471 | +5.25% | |
| Ubs Group Ag | 0.02% | 3,062,609 | $147,556,501 | $155,304,902 | +$7,748,401 | +5.25% | |
| Stifel Financial Corp | 0.09% | 2,214,926 | $106,715,237 | $112,318,897 | +$5,603,660 | +5.25% | |
| Osaic Holdings, Inc. | 0.11% | 2,012,367 | $96,965,699 | $102,047,131 | +$5,081,432 | +5.24% | |
| Cetera Investment Advisers | 0.08% | 1,886,816 | $90,906,841 | $95,680,439 | +$4,773,598 | +5.25% | |
| Commonwealth Equity Services, Llc | 0.11% | 1,883,025 | $90,724,145 | $95,488,198 | +$4,764,053 | +5.25% | |
| Truist Financial Corp | 0.07% | 1,240,766 | $58,204,312 | $62,919,244 | +$4,714,932 | +8.10% | |
| Jpmorgan Chase & Co | 0.00% | 1,043,639 | $50,543,474 | $52,922,934 | +$2,379,460 | +4.71% | |
| Private Advisor Group, Llc | 0.23% | 1,026,523 | $49,457,894 | $52,054,981 | +$2,597,087 | +5.25% | |
| Baird Financial Group, Inc. | 0.06% | 889,586 | $42,860,254 | $45,110,906 | +$2,250,652 | +5.25% | |
| Kestra Advisory Services, Llc | 0.13% | 842,919 | $40,611,816 | $42,744,422 | +$2,132,606 | +5.25% | |
| New England Private Wealth Advisors Llc | 3.40% | 759,035 | $35,606,318 | $38,490,665 | +$2,884,347 | +8.10% | |
| Two Sigma Investments, Lp | 0.02% | 658,000 | $31,702,440 | $33,367,180 | +$1,664,740 | +5.25% | |
| Jones Financial Companies Lllp | 0.01% | 643,171 | $31,219,270 | $32,615,201 | +$1,395,931 | +4.47% | |
| Prospera Financial Services Inc | 0.42% | 597,550 | $28,797,401 | $30,301,761 | +$1,504,360 | +5.22% | |
| Newedge Advisors, Llc | 0.08% | 584,925 | $28,181,679 | $29,661,547 | +$1,479,868 | +5.25% | |
| Intellus Advisors Llc | 3.28% | 560,870 | $27,022,719 | $28,441,718 | +$1,418,999 | +5.25% | |
| Benjamin Edwards Inc | 0.24% | 548,951 | $26,453,804 | $27,837,305 | +$1,383,501 | +5.23% | |
| Rockefeller Capital Management L.P. | 0.04% | 527,597 | $25,419,669 | $26,754,444 | +$1,334,775 | +5.25% | |
| Janney Montgomery Scott Llc | 0.05% | 519,462 | $25,028,000 | $26,341,918 | +$1,313,918 | +5.25% | |
| Mml Investors Services, Llc | 0.05% | 499,073 | $24,045,315 | $25,307,992 | +$1,262,677 | +5.25% | |
| D.A. Davidson & Co. | 0.13% | 496,696 | $23,300,023 | $25,187,454 | +$1,887,431 | +8.10% | |
| Park National Corp | 0.63% | 496,226 | $23,277,961 | $25,163,620 | +$1,885,659 | +8.10% | |
| Harbour Investments, Inc. | 0.30% | 460,586 | $22,191,023 | $23,356,316 | +$1,165,293 | +5.25% | |
| Citigroup Inc | 0.01% | 455,784 | $21,959,653 | $23,112,807 | +$1,153,154 | +5.25% | |
| Beacon Financial Group | 1.83% | 432,014 | $20,265,777 | $21,907,430 | +$1,641,653 | +8.10% | |
| Ifg Advisory, Llc | 0.69% | 405,748 | $19,548,931 | $20,575,481 | +$1,026,550 | +5.25% | |
| Equitable Holdings, Inc. | 0.11% | 394,085 | $18,987,006 | $19,984,050 | +$997,044 | +5.25% | |
| Concurrent Investment Advisors, Llc | 0.13% | 404,038 | $18,953,432 | $20,488,767 | +$1,535,335 | +8.10% | |
| Excelsior Advisor Network Llc | 2.38% | 374,997 | $18,067,346 | $19,016,098 | +$948,752 | +5.25% | |
| Solano Wealth Investment Advisors Llc | 8.17% | 372,837 | $17,963,322 | $18,906,564 | +$943,242 | +5.25% | |
| Pnc Financial Services Group, Inc. | 0.01% | 371,348 | $17,891,567 | $18,831,057 | +$939,490 | +5.25% | |
| Golden State Wealth Management, Llc | 1.59% | 361,076 | $17,396,654 | $18,310,164 | +$913,510 | +5.25% | |
| Stratos Wealth Partners, Ltd. | 0.16% | 329,901 | $15,894,636 | $16,729,280 | +$834,644 | +5.25% | |
| Wealthcare Investment Partners, Llc | 3.74% | 319,921 | $15,413,776 | $16,223,194 | +$809,418 | +5.25% | |
| Steward Partners Investment Advisory, Llc | 0.08% | 309,125 | $14,893,661 | $15,675,729 | +$782,068 | +5.25% | |
| Petix & Botte Co | 2.77% | 285,990 | $13,779,020 | $14,502,553 | +$723,533 | +5.25% | |
| Commerce Bank | 0.06% | 285,016 | $13,732,071 | $14,453,161 | +$721,090 | +5.25% | |
| Bnp Paribas Financial Markets | 0.01% | 283,448 | $13,656,525 | $14,373,648 | +$717,123 | +5.25% | |
| Modern Wealth Management, Llc | 0.16% | 282,502 | $13,610,937 | $14,325,676 | +$714,739 | +5.25% | |
| Hobart Private Capital, Llc | 2.27% | 285,564 | $13,395,812 | $14,480,950 | +$1,085,138 | +8.10% | |
| Wealth Enhancement Advisory Services, Llc | 0.02% | 273,253 | $13,006,845 | $13,856,660 | +$849,815 | +6.53% | |
| Us Bancorp \De\ | 0.01% | 268,513 | $12,939,945 | $13,616,294 | +$676,349 | +5.23% | |
| Merit Financial Group, Llc | 0.07% | 245,016 | $11,804,882 | $12,424,761 | +$619,879 | +5.25% |
Frequently asked questions about FVD
Who are the largest institutional holders of FVD?
The largest institutional holders of FVD reported in the latest SEC Form 13F filings include Morgan Stanley, Lpl Financial Llc, Bank Of America Corp, Wells Fargo & Company/Mn, and Raymond James Financial Inc. InsiderSet ranks institutional holders by their latest reported FVD position.
What is FVD institutional ownership?
This page tracks FVD positions reported by institutional investment managers through SEC Form 13F. FIRST TRUST VALUE LINE DVD (FVD) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FVD?
InsiderSet currently tracks 631 institutional managers reporting FVD holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FVD shareholders.
How much FVD stock do institutions own?
Institutional investment managers disclosed approximately $4.98B in FVD holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FVD institutional ownership last updated?
The latest FVD institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FVD holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FVD position after the reporting date.
Are institutions buying or selling FVD?
Institutional buying and selling can be analyzed by comparing FVD positions across consecutive 13F reporting periods. InsiderSet's FVD Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FVD ownership changes.
How has FVD institutional ownership changed over time?
InsiderSet tracks FVD institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.