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 Q1 2026, a total of 3 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $2.85 M.
Top institutional holders include Cliff Asness and Joel Greenblatt.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $192,397.1 net outflow during the quarter.
On the selling side, Manning & Napier Group reduced exposure by 13.4%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for First Trust Value Line Dividend Index Fund (FVD)
Major holders include Cliff Asness ($1.61 M), Joel Greenblatt ($1.12 M), Manning & Napier Group ($66,783). According to the latest reported data, 3 tracked investment managers collectively hold approximately 59,557 shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $192,397.1, with 0 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 $192,397.1.
No tracked managers opened new positions or increased their holdings in FVD during the most recent reporting period.