Who Owns 1ST TR VAL LINE-FVD (FVD)? -- Institutional Holders (2026-06-30)

673 institutions reported holding $5.16B of 1ST TR VAL LINE-FVD (FVD) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($842.8M), LPL Financial LLC ($770.2M), BANK OF AMERICA CORP /DE/ ($254.1M), WELLS FARGO & COMPANY/MN ($247.4M), RAYMOND JAMES FINANCIAL INC ($244.1M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$842.8M17.5MTrimmed
2LPL Financial LLC$770.2M16.0MTrimmed
3BANK OF AMERICA CORP /DE/$254.1M5.3MTrimmed
4WELLS FARGO & COMPANY/MN$247.4M5.1MTrimmed
5RAYMOND JAMES FINANCIAL INC$244.1M5.1MTrimmed
6Royal Bank of Canada$153.3M3.2MTrimmed
7ENVESTNET ASSET MANAGEMENT INC$153.2M3.2MTrimmed
8UBS Group AG$147.6M3.1MTrimmed
9STIFEL FINANCIAL CORP$106.7M2.2MAdded
10OSAIC HOLDINGS, INC.$97.0M2.0MAdded
11Cetera Investment Advisers$90.9M1.9MTrimmed
12COMMONWEALTH EQUITY SERVICES, LLC$90.7M1.9MTrimmed
13HighTower Advisors, LLC$75.3M1.6MTrimmed
14TRUIST FINANCIAL CORP$61.6M1.3MTrimmed
15Cambridge Investment Research Advisors, Inc.$55.9M1.2MTrimmed
16JPMORGAN CHASE & CO$50.5M1.0MAdded
17Private Advisor Group, LLC$49.5M1.0MAdded
18Baird Financial Group, Inc.$42.9M889,586Added
19Kestra Advisory Services, LLC$40.6M842,919Trimmed
20New England Private Wealth Advisors LLC$38.0M761,405Trimmed
21TWO SIGMA INVESTMENTS, LP$31.7M658,000Added
22JONES FINANCIAL COMPANIES LLLP$31.2M643,171Added
23Prospera Financial Services Inc$28.8M597,550Trimmed
24NewEdge Advisors, LLC$28.2M584,925Added
25Intellus Advisors LLC$27.0M560,870Added

Source: SEC Form 13F filings · as of 2026-06-30