First Trust Value Line Dividend Fund (FVD) Ownership & Trading Activity
Institutional holders, insider transactions, and congressional trades for FVD. 13F holdings as of 2026-06-30.
In 13F filings for the quarter ended June 30, 2026, 635 institutions reported holding FVD, with 105.4 million shares worth $5.1 billion in aggregate.
Top Institutional Holders
| Institution | Shares | Value | Change |
|---|---|---|---|
| Morgan Stanley | 17,493,310 | $843M | DECREASED |
| Lpl Financial | 15,986,208 | $770M | DECREASED |
| Bank of America | 5,272,946 | $254M | DECREASED |
| Wells Fargo & Company/MN | 5,135,074 | $247M | DECREASED |
| Raymond James Financial | 5,066,739 | $244M | DECREASED |
Full institutional holdings, insider history, and congressional trades for First Trust Value Line Dividend Fund on SentiSense.