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 (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Morgan Stanley, Osaic Holdings, Inc., Wells Fargo & Company/Mn, Royal Bank Of Canada, and Bank Of America Corp.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Brighton Jones Llc | Buy | +6,909 | — | 6,909 | $324.92K | Q1 2026 | Aug 07, 2026 |
| Tortuga Wealth Management, Inc | Sell | -135 | -2.9% | 4,595 | $216.11K | Q1 2026 | Jul 17, 2026 |
| Wells Fargo & Company/Mn | Sell | -572,763 | -9.7% | 5,345,787 | $251.41M | Q1 2026 | Jul 08, 2026 |
| Kerr Financial Planning Corp | Buy | +2 | +0.8% | 256 | $12.23K | Q1 2026 | Jul 01, 2026 |
| Western Wealth Management, Llc | Sell | -11,688 | -9.8% | 108,184 | $5.09M | Q1 2026 | May 19, 2026 |
| Bank Of America Corp | Sell | -288,405 | -5.2% | 5,292,515 | $248.91M | Q1 2026 | May 18, 2026 |
| Arkadios Wealth Advisors | Buy | +100,640 | +81.0% | 224,953 | $10.58M | Q1 2026 | May 18, 2026 |
| Ifs Group,Llc | Buy | +81,471 | — | 81,471 | $3.83M | Q1 2026 | May 18, 2026 |
| Newedge Advisors, Llc | Buy | +40,700 | +8.6% | 515,180 | $3.27M | Q1 2026 | May 18, 2026 |
| Claris Financial Llc | Buy | +1,776 | +0.7% | 250,591 | $11.79M | Q1 2026 | May 18, 2026 |
| Centaurus Financial, Inc. | Buy | +926 | +7.6% | 13,046 | $614.00K | Q1 2026 | May 18, 2026 |
| Sunbelt Securities, Inc. | Buy | +18 | +0.4% | 4,777 | $224.68K | Q1 2026 | May 18, 2026 |
| Graney & King, Llc | Buy | +7 | +0.6% | 1,187 | $55.82K | Q1 2026 | May 18, 2026 |
| Morgan Stanley | Sell | -959,216 | -5.0% | 18,147,711 | $853.49M | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Sell | -758,555 | -29.0% | 1,859,101 | $87.44M | Q1 2026 | May 15, 2026 |
| Royal Bank Of Canada | Sell | -447,632 | -12.0% | 3,287,993 | $154.64M | Q1 2026 | May 15, 2026 |
| Goldman Sachs Group Inc | Buy | +241,295 | +174.1% | 379,923 | $17.87M | Q1 2026 | May 15, 2026 |
| Gateway Wealth Partners, Llc | Buy | +240,213 | +113.0% | 452,776 | $21.29M | Q1 2026 | May 15, 2026 |
| Two Sigma Investments, Lp | Buy | +224,600 | — | 224,600 | $10.56M | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | Buy | +125,367 | +45.9% | 398,372 | $18.46M | Q1 2026 | May 15, 2026 |
| Rehmann Capital Advisory Group | Sell | -117,101 | -41.8% | 162,824 | $7.63M | Q1 2026 | May 15, 2026 |
| &Partners | Buy | +103,133 | +67.0% | 257,139 | $12.15M | Q1 2026 | May 15, 2026 |
| Tower Research Capital Llc (Trc) | Sell | -86,339 | -100.0% | 10 | $470.00 | Q1 2026 | May 15, 2026 |
| Jones Financial Companies Lllp | Buy | +54,546 | +10.1% | 596,065 | $27.63M | Q1 2026 | May 15, 2026 |
| Mercer Global Advisors Inc | Buy | +52,727 | +97.4% | 106,883 | $5.03M | Q1 2026 | May 15, 2026 |
| Harbour Investments, Inc. | Buy | +51,297 | +11.6% | 495,155 | $23.29M | Q1 2026 | May 15, 2026 |
| Keating Financial Advisory Services, Inc. | Sell | -51,149 | -95.6% | 2,338 | $109.96K | Q1 2026 | May 15, 2026 |
| Susquehanna International Group, Llp | Buy | +50,976 | — | 50,976 | $2.40M | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | Sell | -38,443 | -44.5% | 47,980 | $2.26M | Q1 2026 | May 15, 2026 |
| Citadel Advisors Llc | Sell | -35,114 | -20.8% | 133,329 | $6.27M | Q1 2026 | May 15, 2026 |
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.