§ EQUITY
USDFVD
FIRST TRUST VALUE LINE DVD
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Morgan Stanley IM | 18.1M | 0.1% | −53% |
| LPL Financial LLC | 16.8M | 0.2% | −2% |
| UBS Group AG | 3.4M | 0.0% | −12% |
| ENVESTNET ASSET MANAGEMENT INC | 3.3M | 0.0% | +16% |
| ROYAL BANK OF CANADA | 3.3M | 0.0% | −12% |
| Bank of America Corp | 2.7M | 0.0% | −5% |
◇ AC INTELLIGENCE
Top institutional owners for FVD as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER63.2% · 581 holders
DEALER / BANK36.1% · 29 holders
INCOME / DEFENSIVE0.4% · 6 holders
QUALITY / COMPOUNDER0.2% · 5 holders
TACTICAL / MACRO0.1% · 1 holder
SYSTEMATIC / QUANT0.0% · 1 holder
PASSIVE / INDEX0.0% · 2 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for FVD in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention FVD yet.