Public ownership evidence

First Trust Value Line Dividend Fund (FVD) Ownership Disclosures

Read FVD insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

First Trust Value Line Dividend Fund: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
B. Riley Wealth Advisors, Inc.
Report period
2025-03-31
Available
2026-08-29
Reported shares
78,951
Value (USD)
$3,520,416
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001464811-26-000009
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read FVD fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read FVD fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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B. Riley Wealth Advisors, Inc.2025-03-312026-08-2978,951$3,520,416None
Corient Private Wealth LP2026-06-302026-08-288,894$428,498None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-284,327$208,475None
CARLSON FINANCIAL, INC.2026-06-302026-08-2530,031$1,446,862None
CARLSON FINANCIAL, INC.2026-03-312026-08-2531,060$1,460,757None
CARLSON FINANCIAL, INC.2025-12-312026-08-2533,906$1,562,403None
WEST MICHIGAN ADVISORS, LLC2026-06-302026-08-224,743$228,506None
Rehmann Capital Advisory Group2026-06-302026-08-21160,466$7,731,283None
GILL CAPITAL PARTNERS, LLC2026-06-302026-08-21483$23,271None
Kingsview Wealth Management, LLC2026-06-302026-08-2076,277$3,675,021None
Archer Investment Corp2026-06-302026-08-2010,444$503,192None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2073,568$3,544,500None
Beacon Pointe Advisors, LLC2026-06-302026-08-19230,627$11,111,603None
Copia Wealth Management2026-06-302026-08-19347$16,718None
PIN OAK INVESTMENT ADVISORS INC2026-06-302026-08-19109$5,000None
Strive Financial Group ,LLC2026-06-302026-08-1825$1,205None
Corient Private Wealth LP2026-06-302026-08-1812,289$592,162None
Asset Allocation Strategies LLC2026-06-302026-08-1884,343$4,063,653None
Empowered Funds, LLC2026-06-302026-08-1818,011$867,770None
Pure Financial Advisors, LLC2026-06-302026-08-187,332$353,239None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-18243,569$11,732,703None
Equitable Holdings, Inc.2026-06-302026-08-18394,085$18,987,006None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-1813,495$650,000None
MCGUIRE CAPITAL ADVISORS INC2026-06-302026-08-15104$5,011None
Sequent Planning LLC2026-06-302026-08-1530,501$1,469,540None
Center for Wealth Management Advisory2026-06-302026-08-15183,653$8,848,422None
AMERIFLEX GROUP, INC.2026-06-302026-08-1517,623$849,064None
Blueprint Financial Advisors LLC2026-06-302026-08-1526,150$1,259,905None
Synergy Investment Management, LLC2026-06-302026-08-159,807$472,523None
SEI INVESTMENTS CO2026-06-302026-08-158,480$408,570None
Glen Eagle Advisors, LLC2026-06-302026-08-151,108$53,390None
Perissos Private Wealth Management, LLC2026-06-302026-08-1510,096$486,441None
Modern Wealth Management, LLC2026-06-302026-08-15282,502$13,610,937None
MANNING & NAPIER ADVISORS LLC2026-06-302026-08-151,210$58,298None
Mutual Advisors, LLC2026-06-302026-08-15143,471$6,912,431None
Nemes Rush Group LLC2026-06-302026-08-151,189$57,266None
INSIGNEO ADVISORY SERVICES, LLC2026-06-302026-08-1513,530$651,893None
Navis Wealth Advisors, LLC2026-06-302026-08-154,878$235,022None
Perennial Investment Advisors, LLC2026-06-302026-08-1527,267$1,313,655None
White Knight Strategic Wealth Advisors, LLC2026-06-302026-08-154,830$232,709None
KINTRA WEALTH, LLC2026-06-302026-08-157,228$367,407None
Ameritas Advisory Services, LLC2026-06-302026-08-1584,484$4,070,446None
FWG Holdings, LLC2026-06-302026-08-1544,744$2,233,154None
WCG Wealth Advisors LLC2026-06-302026-08-1542,029$2,024,962None
XTX Topco Ltd2026-06-302026-08-155,058$243,694None
Plotkin Financial Advisors, LLC2026-06-302026-08-1510,146$488,834None
Western Wealth Management, LLC2026-06-302026-08-15101,870$4,908,104None
Foundations Investment Advisors, LLC2026-06-302026-08-1532,630$1,572,122None
Qube Research & Technologies Ltd2026-06-302026-08-1545,245$2,179,904None
Strategic Family Wealth Counselors, L.L.C.2026-06-302026-08-15145,624$7,016,184None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗TUCKER ASSET MANAGEMENT LLC ↗CARLSON FINANCIAL, INC. ↗CARLSON FINANCIAL, INC. ↗CARLSON FINANCIAL, INC. ↗WEST MICHIGAN ADVISORS, LLC ↗Rehmann Capital Advisory Group ↗GILL CAPITAL PARTNERS, LLC ↗Kingsview Wealth Management, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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