Guru Ownership Trend
Guru Analysis for First Trust Value Line Dividend Index Fund (FVD)
First Trust Value Line Dividend Index Fund (FVD), a key player in the Market sector, continues to attract institutional attention.
As of Q2 2026, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $3.17 M.
Top institutional holders include Cliff Asness and Joel Greenblatt.
Institutional sentiment is currently Bullish. This is evidenced by a $182,361.03 net inflow during the quarter.
Recent activity highlights Ken Fisher who opened a new position. Conversely, Manning & Napier Group reduced exposure by 14.8%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for First Trust Value Line Dividend Index Fund (FVD)
Major holders include Cliff Asness ($1.61 M), Joel Greenblatt ($1.15 M), Ken Fisher ($238,201). According to the latest reported data, 4 tracked investment managers collectively hold approximately 63,342 shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $182,361.03, with 1 managers increasing positions and 2 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 0 fully exited FVD. The total reported sell value was $55,839.97.
Yes, 1 managers opened new positions in FVD, and 0 increased their existing holdings. The total reported buy value was $238,201.