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Who Owns First Trust VL Dividend

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in First Trust VL Dividend.

Who crossed 5% of FVD →
Managers holding
22
as of 2026-09-30
Reported value
$56.2M
summed across filings
Shares held
1.2M
Added vs trimmed
4 / 11
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
PARK NATIONAL CORP /OH/Com496.2K shtrimmed$23.3M
Farther Finance Advisors, LLCETF165.9K shadded$7.8M
Crumly & Associates Inc.SHS157.1K shheld$7.4M
Kaydan Wealth Management, Inc.SHS78.6K shtrimmed$3.7M
Wisconsin Wealth Advisors, LLCSHS36.6K shadded$1.7M
Prism Advisors, Inc.SH BEN INT33.8K shtrimmed$1.6M
Venture Visionary Partners LLCSHS30.7K shtrimmed$1.4M
First Heartland Consultants, Inc.SHS26.9K shtrimmed$1.3M
Whitaker-Myers Wealth Managers, LTD.SHS26.2K shtrimmed$1.2M
WINEBRENNER CAPITAL MANAGEMENT LLCSHS23.3K shtrimmed$1.1M
RVW Wealth, LLCSHS21.5K shtrimmed$1M
City Center Advisors, LLCSHS16.9K shadded$791.3K
Castle Rock Wealth Management, LLCSHS15K shheld$709.2K
CoreCap Advisors, LLCETF13.3K shtrimmed$621.8K
Cadent Capital Advisors, LLCSHS12.5K shadded$584.1K
INSPIRION WEALTH ADVISORS, LLCSHS11.8K shtrimmed$554.9K
GAMMA Investing LLCETF8.1K shtrimmed$379.6K
Intelligence Driven Advisers, LLCSHS6.7K shheld$315.8K
KFA Private Wealth Group, LLCSHS5.4K shheld$252.8K
Avidian Wealth Enterprises, LLCSHS5.3K sh—$250.6K
Sound Income Strategies, LLCSHS4.9K shheld$233.6K
EASTERN BANKSHS397 shheld$18.6K

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

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