First Trust Value Line DVD ETF (FVD): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of FVD (all 13F filers)
- Morgan Stanley17.5 MBank or trading desk−654 K
- LPL Financial16.0 MWealth adviser−831 K
- Bank of America5.3 MBank or trading desk−20 K
- Wells Fargo5.1 MBank or trading desk−211 K
- Raymond James Financial5.1 MWealth adviser−96 K
- Royal Bank of Canada3.2 MBank or trading desk−106 K
- Envestnet Asset Management3.2 MWealth adviser−94 K
- UBS Group3.1 MBank or trading desk−315 K
- Stifel Financial2.2 MWealth adviser+45 K
- Osaic Holdings2.0 MWealth adviser+153 K
- Shares
- 17.5 M
- Change
- −654 K
See more
- Type
- Bank or trading desk
- Value
- $843M
- Shares
- 16.0 M
- Change
- −831 K
See more
- Type
- Wealth adviser
- Value
- $770M
- Shares
- 5.3 M
- Change
- −20 K
See more
- Type
- Bank or trading desk
- Value
- $254M
- Shares
- 5.1 M
- Change
- −211 K
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- Type
- Bank or trading desk
- Value
- $247M
- Shares
- 5.1 M
- Change
- −96 K
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- Type
- Wealth adviser
- Value
- $244M
- Shares
- 3.2 M
- Change
- −106 K
See more
- Type
- Bank or trading desk
- Value
- $153M
- Shares
- 3.2 M
- Change
- −94 K
See more
- Type
- Wealth adviser
- Value
- $153M
- Shares
- 3.1 M
- Change
- −315 K
See more
- Type
- Bank or trading desk
- Value
- $148M
- Shares
- 2.2 M
- Change
- +45 K
See more
- Type
- Wealth adviser
- Value
- $107M
- Shares
- 2.0 M
- Change
- +153 K
See more
- Type
- Wealth adviser
- Value
- $97.0M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗