FIRST TRUST VALUE LINE DVD FVD
$49.39
+1.9% 52w: $42.84 – $49.51
Latest 13F among current holders filed 4 days ago (Jul 1, 2026)
Price — last 12 months
research preview data42.8446.1749.51
Jun 20, 2025 Jul 2, 2026
Institutional holders
629
+12 QoQ
13F value
$5.19B
-3.9% QoQ
Smart-money holders
7
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
puts only
— calls / $37K puts
Institutional value by quarter
Number of holders
Who owns FVD?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 18.1M | $853.5M | 0.1% | -5.0% |
| LPL Financial LLC | Bank broker | 16.8M | $790.9M | 0.2% | -2.3% |
| WELLS FARGO & COMPANY/MN | Bank broker | 5.3M | $251.4M | 0.1% | -9.7% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 5.3M | $248.9M | 0.0% | -5.2% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 5.2M | $242.8M | 0.1% | -5.6% |
| UBS Group AG | Bank broker | 3.4M | $158.8M | 0.0% | -11.6% |
| ROYAL BANK OF CANADA | Bank broker | 3.3M | $154.6M | 0.0% | -12.0% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 3.3M | $153.9M | 0.0% | +15.6% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 2.2M | $102.1M | 0.1% | -6.5% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 2.0M | $95.7M | 0.1% | -10.7% |
| Cetera Investment Advisers | Wealth advisor | 2.0M | $93.3M | 0.1% | -1.8% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 1.9M | $87.4M | 0.1% | -29.0% |
| HighTower Advisors, LLC | Diversified mechanical | 1.6M | $73.7M | 0.1% | -2.0% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 1.3M | $60.3M | 0.1% | -1.1% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 1.2M | $56.7M | 0.1% | -13.2% |
| Kestra Advisory Services, LLC | Wealth advisor | 865.5K | $40.7M | 0.2% | -0.6% |
| Baird Financial Group, Inc. | Diversified mechanical | 830.5K | $39.1M | 0.1% | -5.7% |
| JPMORGAN CHASE & CO | Bank broker | 812.6K | $37.9M | 0.0% | +71.7% |
| New England Private Wealth Advisors LLC | Wealth advisor | 763.6K | $35.9M | 4.1% | +0.1% |
| Private Advisor Group, LLC | Wealth advisor | 707.8K | $33.3M | 0.2% | -1.3% |
| Prospera Financial Services Inc | Diversified mechanical | 616.5K | $29.0M | 0.5% | -1.9% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 596.1K | $27.6M | 0.0% | +10.1% |
| NewEdge Advisors, LLC | Diversified mechanical | 573.8K | $27.0M | 0.1% | +20.9% |
| BENJAMIN EDWARDS INC | Diversified mechanical | 554.4K | $26.1M | 0.3% | -0.3% |
| Intellus Advisors LLC | Wealth advisor | 553.0K | $26.0M | 3.6% | -11.8% |
| Janney Montgomery Scott LLC | Diversified mechanical | 546.7K | $25.7M | 0.1% | +0.6% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 537.2K | $25.3M | 0.0% | -6.0% |
| D.A. DAVIDSON & CO. | Wealth advisor | 501.6K | $23.6M | 0.1% | +0.2% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 495.2K | $23.3M | 0.4% | +11.6% |
| PARK NATIONAL CORP /OH/ | Other | 494.3K | $23.2M | 0.7% | +2.3% |
| Golden State Wealth Management, LLC | Wealth advisor | 483.1K | $22.7M | 2.5% | +3.0% |
| CITIGROUP INC | Bank broker | 453.6K | $21.3M | 0.0% | -1.6% |
| Mariner, LLC | Diversified mechanical | 453.3K | $21.3M | 0.0% | -2.0% |
| Gateway Wealth Partners, LLC | Wealth advisor | 452.8K | $21.3M | 0.8% | +113.0% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 447.6K | $21.0M | 0.1% | -12.5% |
| BEACON FINANCIAL GROUP | Wealth advisor | 414.4K | $19.5M | 1.9% | -0.7% |
| Equitable Holdings, Inc. | Wealth advisor | 398.4K | $18.5M | 0.1% | +45.9% |
| Solano Wealth Investment Advisors LLC | Wealth advisor | 390.4K | $18.4M | 9.1% | +4.2% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 382.0K | $18.0M | 0.0% | -5.9% |
| GOLDMAN SACHS GROUP INC | Bank broker | 379.9K | $17.9M | 0.0% | +174.1% |
| Concurrent Investment Advisors, LLC | Wealth advisor | 365.5K | $17.2M | 0.2% | -12.6% |
| Hobart Private Capital, LLC | Wealth advisor | 356.1K | $16.7M | 3.3% | +5.5% |
| Stratos Wealth Partners, LTD. | Wealth advisor | 311.6K | $14.7M | 0.2% | -1.4% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 311.0K | $14.6M | 0.2% | -14.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 308.1K | $14.5M | 0.0% | -1.5% |
| WealthCare Investment Partners, LLC | Wealth advisor | 307.3K | $14.5M | 4.0% | +1.4% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 293.4K | $13.8M | 0.1% | -0.1% |
| COMMERCE BANK | Diversified mechanical | 285.0K | $13.4M | 0.1% | +0.5% |
| Modern Wealth Management, LLC | Wealth advisor | 279.9K | $13.2M | 0.2% | +4.8% |
| Merit Financial Group, LLC | Wealth advisor | 271.3K | $12.8M | 0.1% | +3.4% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.