FVD institutional holders

First Trust VL Dividend · 667 reporting institutions · $5.1B reported value

Funds that can replace FVD · FVD return decomposition

Institutional holdings

Institutions reporting FVD, largest first
InstitutionReported positionAdvisors at firmReport period
Morgan Stanley$842.8M23,1852026-06-30
Lpl Financial LLC$770.2M23,4582026-06-30
Bank of America Corp /de$254.1M02026-06-30
Wells Fargo & Company/mn$247.4M02026-06-30
Raymond James Financial Inc$244.1M02026-06-30
Royal Bank of Canada$153.3M02026-06-30
Envestnet Pmc$153.2M602026-06-30
UBS Group AG$147.6M02026-06-30
Stifel Financial Corp$106.7M02026-06-30
Osaic Holdings, Inc.$97M02026-06-30
Cetera Investment Advisers$90.9M10,3702026-06-30
Commonwealth Equity Services, LLC$90.7M2,8632026-06-30
Hightower Advisors, LLC$75.3M1,0462026-06-30
Truist Financial Corp$61.6M02026-06-30
Jpmorgan Chase & Co$50.5M02026-06-30
Private Advisor Group, LLC$49.5M9272026-06-30
Baird Financial Group, Inc.$42.9M02026-06-30
Kestra Advisory Services, LLC$40.6M1,4792026-06-30
New England Private Wealth Advisors LLC$38M122026-06-30
Two Sigma Investments, LP$31.7M02026-06-30
Jones Financial Companies LLLP$31.2M02026-06-30
Prospera Financial Services, Inc.$28.8M2702026-06-30
Newedge Advisors$28.2M6012026-06-30
Intellus Advisors LLC$27M92026-06-30
Benjamin Edwards Inc$26.5M02026-06-30
Rockefeller Capital Management LP$25.4M3462026-06-30
Park National Corp /oh$24.4M02026-06-30
D.A. Davidson & Co.$24.1M6892026-06-30
MML Investors Services, LLC$24M5,1202026-06-30
Harbour Investments, Inc.$22.2M2472026-06-30
Citigroup Inc$22M02026-06-30
Beacon Financial Group$20.3M82026-06-30
Ifg Advisory, LLC$19.5M1102026-06-30
Equitable Holdings, Inc.$19M02026-06-30
Xcelsior Advisor Partners LLC$18.1M02026-06-30
Solano Wealth Advisors$18M32026-06-30
PNC Financial Services Group, Inc.$17.9M02026-06-30
Concurrent Investment Advisors, LLC$17.7M3492026-06-30
Golden State Wealth Management, LLC$17.4M472026-06-30
Stratos Wealth Partners, Ltd.$15.9M3862026-06-30
Wealthcare Investment Partners LLC$15.4M62026-06-30
Steward Partners Investment Advisory, LLC$14.9M4812026-06-30
Petix & Botte Financial$13.8M32026-06-30
Commerce Bank$13.7M02026-06-30
Bnp Paribas Financial Markets$13.7M02026-06-30
Modern Wealth Management, LLC$13.6M1612026-06-30
Hobart Private Capital, LLC$13.4M122026-06-30
US Bancorp$12.9M02026-06-30
Northwestern Mutual Wealth Management Co$12.7M02026-06-30
Merit Financial Group, LLC$11.8M2952026-06-30
Claris Financial LLC$11.8M22026-03-31
United Capital Financial Advisors, LLC$11.7M1662026-06-30
&partners$11.7M5552026-06-30
Apexium Financial, LP$11.4M02025-09-30
Beacon Pointe Advisors, LLC$11.1M4662026-06-30
Concentrum Wealth Management$10.8M52026-06-30
Goldman Sachs Group Inc$10.8M02026-06-30
Prosperity - An Eisneramper Company$10.7M652026-06-30
Cwm, LLC$10.5M6672026-03-31
Proactive Wealth Strategies, LLC$10M52026-06-30
Kestra Private Wealth Services, LLC$9.9M2062026-06-30
Integrated Wealth Concepts LLC$9.9M4802026-06-30
Gateway Wealth Partners, LLC$9.9M1012026-06-30
Beacon Financial Advisory LLC$9.7M132026-06-30
Assetmark, Inc$9M2202026-06-30
Center for Wealth Management Advisory$8.8M52026-06-30
Wealth Enhancement Advisory Services, LLC$8.8M1,0262026-06-30
Ifp Advisors, Inc$8.6M3182026-06-30
Sanctuary Advisors, LLC$8.5M4012026-06-30
Cherry Creek Investment Advisors, Inc.$8.4M22026-06-30
Plus Group Wealth Advisors LLC$8.4M42026-06-30
Victory Financial Group, LLC$8.3M562026-06-30
Bluechip Wealth Advisors LLC$8.2M62026-06-30
Rehmann Capital Advisory Group$7.7M422026-06-30
Oppenheimer & Co. Inc.$7.6M1,1662026-06-30
Crumly & Associates Inc.$7.6M62026-06-30
Towerpoint Wealth, LLC$7.1M52026-06-30
Barrett & Company, Inc.$7.1M42026-06-30
Strategic Family Wealth Counselors, LLC$7M42026-06-30
Holistic Financial Partners$7M02026-06-30
Mutual Advisors, LLC$6.9M1532026-06-30
Farther Finance Advisors, LLC$6.6M3342026-06-30
Summit Wealth Group LLC / Co$6.4M392026-06-30
Pine Valley Investments Ltd Liability Co$6.4M332026-06-30
Kovack Advisors, Inc.$6.3M2582026-06-30
Rfg Advisory, LLC$6.3M1912026-06-30
1776 Wealth LLC$6.2M22026-06-30
Iht Wealth Management LLC$6M1592026-06-30
Allworth Financial, LP$5.8M3172026-06-30
Clear Creek Financial Management, LLC$5.7M442026-06-30
Arkadios Wealth Advisors$5.6M2262026-06-30
Higgins & Schmidt Wealth Strategies LLC$5.5M42026-06-30
Wealthcare Advisory Partners LLC$5.4M1702026-06-30
Independent Advisor Alliance, LLC$5.3M3022026-06-30
Wagner Wealth Management, LLC$5.2M52026-06-30
Stonehaven Wealth & Tax Solutions$5.2M22026-06-30
Sigma Planning Corp$5.2M4742026-06-30
Harvest Investment Services, LLC$5.1M272026-06-30
1st Source Bank$5M02026-06-30
Snowden Capital Advisors LLC$5M1222026-06-30
Balanced Wealth Group LLC$4.9M52026-06-30
Western Wealth Management, LLC$4.9M1122026-06-30
Fsb Premier Wealth Management, Inc.$4.9M102026-06-30
Larson Financial Group LLC$4.6M672026-06-30
Creative Planning$4.6M1,1712026-06-30
Global Retirement Partners LLC$4.4M4912026-06-30
Ae Wealth Management LLC$4.4M4712026-06-30
Flagstar Securities, Inc$4.3M302026-06-30
Southland Equity Partners, Llc.$4.3M252026-06-30
International Assets Investment Management, LLC$4.3M1222026-06-30
Chicago Partners Investment Group LLC$4.3M572026-06-30
Silver Oak Securities, Incorporated$4.3M1172026-06-30
Stablepoint Partners, LLC$4.2M52026-06-30
Kaydan Wealth Management, Inc.$4.2M62026-06-30
Fmr LLC$4.2M02026-06-30
Evelyn Partners Investment Management (europe) Ltd$4.2M02026-03-31
Blair William & Co/il$4.1M3292026-06-30
Rothschild Wealth LLC$4.1M312026-06-30
Ameritas Advisory Services, LLC$4.1M5502026-06-30
Asset Allocation Strategies LLC$4.1M402026-06-30
Kraft, Davis & Associates, LLC$4M52026-06-30
Family Capital Management, Inc.$4M42026-06-30
Cornerstone Wealth Management, LLC$4M02026-06-30
Composition Wealth, LLC$4M762026-06-30
Ifs Group, LLC$3.9M02026-06-30
Valmark Advisers, Inc.$3.9M2952026-06-30
Goldstein Advisors, LLC$3.9M122026-06-30
Continuum Advisory, LLC$3.9M402026-06-30
Treasure Coast Financial Planning$3.8M52026-06-30
Orion Porfolio Solutions, LLC$3.7M1992026-06-30
Kingsview Wealth Management, LLC$3.7M1152026-06-30
Kpp Advisory Services LLC$3.7M222026-06-30
Arax Advisory Partners$3.7M2322026-06-30
Atria Investments, Inc$3.7M62026-06-30
Cottonwood Capital Advisors, LLC$3.6M22026-06-30
Fifth Third Bancorp$3.6M02026-06-30
Mercer Global Advisors Inc /adv$3.5M02026-06-30
Kraematon Investment Advisors, Inc.$3.5M12026-06-30
J.W. Cole Advisors, Inc.$3.5M4992026-06-30
Advisory Alpha, LLC$3.5M662026-06-30
Envestnet Portfolio Solutions, Inc.$3.4M32026-06-30
Dhjj Financial Advisors, Ltd.$3.4M72026-06-30
Independent Financial Group, LLC$3.4M4812026-06-30
Comerica Bank$3.4M02025-12-31
Fairvoy Private Wealth, LLC$3.4M62026-06-30
Next Level Private LLC$3.4M142026-06-30
Morey & Quinn Wealth Partners, LLC$3.4M32026-06-30
Retirement Guys Formula LLC$3.3M62026-06-30
Stephens Inc /ar$3.3M2432026-06-30
Worthington Wealth Management$3.2M32026-06-30
Elevation Point Wealth Partners, LLC$3.2M562026-06-30
Vestmark Advisory Solutions, Inc.$3.2M82026-06-30
Great Valley Advisor Group, LLC$3.2M2052026-06-30
Highpoint Advisor Group LLC$3.2M1142026-06-30
World Investment Advisors$3.1M3592026-06-30
Elevated Capital Advisors, LLC$3.1M202026-06-30
Level Four Advisory Services$3M1412026-06-30
Oneascent Financial Services LLC$3M852026-06-30
Seia$2.9M1412026-06-30
Iams Wealth Management, LLC$2.8M532026-06-30
Atlas Legacy Advisors, LLC$2.7M42026-06-30
Troutman Wealth Management, LLC$2.7M12026-06-30
Marshall Investment Management, LLC$2.7M82026-06-30
Fiduciary Financial Advisors$2.7M512026-06-30
Bank of New York Mellon Corp$2.6M02026-06-30
Ausdal Financial Partners, Inc.$2.6M1892026-06-30
Geneos Wealth Management, Inc.$2.5M1932026-06-30
Harbor Investment Advisory, LLC$2.4M312026-06-30
Axxcess Wealth Management, LLC$2.4M382026-06-30
Key Client Fiduciary Advisors, LLC$2.4M102026-06-30
Westside Investment Management, LLC$2.4M72026-06-30
Clg LLC$2.4M232026-06-30
Pacific Sun Financial Corp$2.3M32026-06-30
Pcg Wealth Advisors, LLC$2.3M182026-06-30
Flagship Harbor Advisors, LLC$2.3M602026-06-30
Fwg Holdings, LLC$2.2M62026-06-30
Pursue Wealth Partners, LLC$2.2M22026-06-30
Qube Research & Technologies Ltd$2.2M02026-06-30
Finward Bancorp$2.1M02026-06-30
Midwest Financial Network, LLC$2.1M22026-06-30
Lido Advisors, LLC$2.1M3202026-06-30
Barnes Pettey Financial Advisors, LLC$2.1M82026-06-30
Focus Partners Wealth$2.1M1,0482026-06-30
Stratos Wealth Advisors, LLC$2M712026-06-30
Wcg Wealth Advisors LLC$2M1302026-06-30
Lasalle St. Investment Advisors, LLC$2M1612026-06-30
Waverly Advisors, LLC$2M2312026-06-30
Mai Capital Management$2M3082026-06-30
True Blue Financial, LLC$2M32026-06-30
Laurel Wealth Planning LLC$1.9M62026-06-30
Savant Wealth Management$1.9M4052026-06-30
Sun Financial Inc$1.9M32026-06-30
Accel Wealth Management$1.9M102026-06-30
Waterloo Capital, LP$1.9M572026-06-30
Kennedy Investment Group$1.9M52026-06-30
Kingswood Wealth Advisors, LLC$1.9M1232026-06-30
Tcfg Investment Advisors, LLC$1.9M312026-06-30
Captrust Financial Advisors$1.9M9622026-06-30
B. Riley Wealth Advisors, Inc.$1.9M1702026-06-30
Tcfg Wealth Management, LLC$1.8M02026-03-31
Apollon Financial, LLC$1.8M202026-06-30
Private Trust Co NA$1.8M02026-06-30
Advance Capital Management, Inc.$1.8M312026-06-30
Prism Advisors, Inc.$1.8M52026-06-30
Ern Financial, LLC$1.8M102026-06-30
Keystone Financial Group$1.8M342026-06-30
Savvy Advisors, Inc.$1.7M2142026-06-30
Moment Partners, LLC$1.7M42026-06-30
Wisconsin Wealth Advisors, LLC$1.7M32026-06-30
Principal Securities, Inc.$1.7M1,4632026-06-30
Claro Advisors Inc.$1.7M202026-06-30
McKinley Carter Wealth Services, Inc.$1.7M252026-06-30
Comprehensive Financial Consultants Institutional, Inc.$1.7M112026-06-30
Intrua Financial, LLC$1.6M362026-06-30
Spire Wealth Management$1.6M32026-06-30
Centurion Wealth Management LLC$1.6M62026-06-30
Aqr Capital Management LLC$1.6M12026-06-30
Walker Asset Management, LLC$1.6M32026-06-30
Venture Visionary Partners LLC$1.6M312026-06-30
Foundations Investment Advisors, LLC$1.6M3022026-06-30
Quantinno Capital Management LP$1.6M02026-06-30
Argyle Capital Partners, LLC$1.6M32026-06-30
Calton & Associates, Inc.$1.5M1402026-06-30
Mission Financial Group, LLC$1.5M62026-06-30
Y-Intercept (hong Kong) Ltd$1.5M02026-06-30
Sovran Advisors, LLC$1.5M702026-06-30
Mariner, LLC$1.5M02026-06-30
Strategic Financial Concepts, LLC$1.5M402026-06-30
Stonex Group Inc.$1.5M02026-06-30
Bridgeport Financial Solutions$1.5M132026-06-30
Lanark Financial, Inc.$1.5M692026-06-30
Whitaker-Myers Wealth Managers, Ltd.$1.5M162026-06-30
Sequent Planning LLC$1.5M1002026-06-30
Vaquero Private Wealth, Ltd$1.5M62026-06-30
Mbe Wealth Management, LLC$1.4M122026-06-30
Carlson Financial, Inc.$1.4M42026-06-30
Pfg Advisors$1.4M832026-06-30
Crux Wealth Advisors$1.4M92026-06-30
Perryman Financial Advisory Inc /ad$1.4M82026-06-30
Tounjian Advisory Partners, LLC$1.4M52026-06-30
Focus Financial$1.4M1212026-06-30
Qtr Family Wealth, LLC$1.4M62026-06-30
Murphy, Middleton, Hinkle & Parker, Inc.$1.4M22026-06-30
Institute for Wealth Management, Llc.$1.4M132026-06-30
Koshinski Asset Management, Inc.$1.4M692026-06-30
Focus Partners Advisor Solutions, LLC$1.4M422026-06-30
Cresset Asset Management, LLC$1.4M2122026-06-30
Capital Investment Advisory Services, LLC$1.4M1032026-06-30
Hbw Advisory Services LLC$1.4M682026-06-30
Onedigital Investment Advisors LLC$1.3M3862026-06-30

The 250 largest of 667 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30