FVD · Insider trading · 13F holders · Congress trades
First Trust VL Dividend (FVD)
Who is buying and selling FVD: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 116
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 1
FVD at a glance
- No open-market insider purchases or sales of FVD were filed in the last 90 days.
- 116 13F filers hold FVD among their 50 largest positions, worth $583.7M combined. The biggest bets by portfolio weight are Solano Wealth Investment Advisors LLC (8.2%), Claris Financial LLC (6.4%) and Plus Group Wealth Advisors LLC (6.1%). In their latest 13Fs, 0 managers opened a new position and 8 added to one.
- Members of Congress have disclosed 6 FVD trades since 2015, 1 purchase and 0 sales in the past year; the latest was J. French Hill (R-AR), buying $15K–50K on Nov 30, 2020.
- FVD last closed at $50.79 on Oct 30, 2026.
FVD insider trading
No open-market insider purchases or sales of FVD were filed in the last 90 days.
Who owns FVD? Hedge funds and superinvestors
116 13F filers hold FVD among their 50 largest positions, worth $583.7M combined. The biggest bets by portfolio weight are Solano Wealth Investment Advisors LLC (8.2%), Claris Financial LLC (6.4%) and Plus Group Wealth Advisors LLC (6.1%). In their latest 13Fs, 0 managers opened a new position and 8 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| New England Private Wealth Advisors LLCWealth manager | 3.4% | $35.6M | 759,035 | -0.3% shares | Q3 2026 |
| Prospera Financial Services IncWealth manager | 0.4% | $28.8M | 597,550 | -3.1% shares | Q2 2026 |
| Intellus Advisors LLCWealth manager | 3.3% | $27.0M | 560,870 | +1.4% shares | Q2 2026 |
| Park National Corp /oh/Bank & trust | 0.6% | $23.3M | 496,226 | -2.2% shares | Q3 2026 |
| Beacon Financial GroupWealth manager | 1.8% | $20.3M | 432,014 | +2.7% shares | Q3 2026 |
| IFG Advisory, LLCWealth manager | 0.7% | $19.5M | 405,748 | — | Q2 2026 |
| Xcelsior Advisor Partners LLCWealth manager | 2.4% | $18.1M | 374,997 | — | Q2 2026 |
| Solano Wealth Investment Advisors LLCWealth manager | 8.2% | $18.0M | 372,837 | -4.5% shares | Q2 2026 |
| Golden State Wealth Management, LLCWealth manager | 1.6% | $17.4M | 361,076 | -25.3% shares | Q2 2026 |
| WealthCare Investment Partners, LLCWealth manager | 3.7% | $15.4M | 319,921 | +4.1% shares | Q2 2026 |
| Petix & Botte CoWealth manager | 2.8% | $13.8M | 285,990 | +76.1% shares | Q2 2026 |
| Hobart Private Capital, LLCWealth manager | 2.3% | $13.4M | 285,564 | +2.6% shares | Q3 2026 |
| Claris Financial LLCWealth manager | 6.4% | $11.8M | 250,591 | +0.7% shares | Q1 2026 |
| Concentrum Wealth ManagementWealth manager | 2.6% | $10.8M | 224,937 | +6.9% shares | Q2 2026 |
| Prosperity Consulting Group, LLCWealth manager | 0.4% | $10.7M | 222,821 | -2.9% shares | Q2 2026 |
| Proactive Wealth Strategies LLCWealth manager | 1.6% | $10.0M | 207,292 | -0.3% shares | Q2 2026 |
| Gateway Wealth Partners, LLCWealth manager | 0.6% | $9.9M | 204,631 | -54.8% shares | Q2 2026 |
| Center for Wealth Management AdvisoryWealth manager | 5.7% | $9.2M | 195,540 | +6.5% shares | Q3 2026 |
| Cherry Creek Investment Advisors, Inc.Wealth manager | 3.3% | $8.5M | 181,077 | +4.1% shares | Q3 2026 |
| BlueChip Wealth Advisors LLCWealth manager | 3.1% | $8.2M | 169,228 | -5.0% shares | Q2 2026 |
| Beacon Financial Advisory LLCWealth manager | 1.5% | $7.9M | 167,938 | -16.5% shares | Q3 2026 |
| Rehmann Capital Advisory GroupWealth manager | 0.4% | $7.7M | 160,466 | -1.4% shares | Q2 2026 |
| Victory Financial Group, LLCWealth manager | 0.7% | $7.5M | 159,236 | -7.2% shares | Q3 2026 |
| Crumly & Associates Inc.Wealth manager | 1.3% | $7.4M | 157,145 | +0.0% shares | Q3 2026 |
| Holistic Financial PartnersWealth manager | 4.3% | $7.0M | 144,711 | -38.0% shares | Q2 2026 |
| Strategic Family Wealth Counselors, L.L.C.Wealth manager | 1.6% | $6.9M | 146,161 | +0.4% shares | Q3 2026 |
| Barrett & Company, Inc.Wealth manager | 1.9% | $6.8M | 145,918 | -0.5% shares | Q3 2026 |
| Plus Group Wealth Advisors LLCWealth manager | 6.1% | $6.8M | 144,250 | -16.9% shares | Q3 2026 |
| Towerpoint Wealth, LLCWealth manager | 2.3% | $6.6M | 141,366 | -3.9% shares | Q3 2026 |
| 1776 Wealth LLCWealth manager | 2.2% | $6.2M | 129,159 | -4.3% shares | Q2 2026 |
The 30 largest of 116 positions, by value. Each manager counts with its latest 13F (Q3 2026: 63, Q2 2026: 49, Q1 2026: 4). Screen FVD in the grand portfolio →
FVD stock trades by members of Congress
Members of Congress have disclosed 6 FVD trades since 2015, 1 purchase and 0 sales in the past year; the latest was J. French Hill (R-AR), buying $15K–50K on Nov 30, 2020.
| Filed | Member | Trade | Amount | Traded | Since |
|---|---|---|---|---|---|
| Dec 30, 2020 | J. French HillR-AR · House | Buy | $15K–50K | Nov 30, 2020 | +47.0% |
| Oct 5, 2016 | Raúl M. GrijalvaD-AZ · House | Buy | $1K–15K | Sep 20, 2016 | +88.7% |
| Jul 12, 2016 | J. French HillR-AR · House | Buy | $15K–50K | Jun 13, 2016 | +92.5% |
| Jul 12, 2016 | J. French HillR-AR · House | Buy | $15K–50K | Jun 13, 2016 | +92.5% |
| Oct 11, 2015 | Michael K. SimpsonR-ID · House | Buy | $1K–15K | Sep 21, 2015 | +120.1% |
| Feb 13, 2015 | Michael K. SimpsonR-ID · House | Buy | $1K–15K | Jan 8, 2015 | +109.4% |
3 members have traded FVD: J. French Hill, Raúl M. Grijalva, Michael K. Simpson.
FVD questions and answers
Are insiders buying FVD stock?
No open-market insider purchases or sales of FVD were filed in the last 90 days.
Which hedge funds own FVD?
116 13F filers hold FVD among their 50 largest positions, worth $583.7M combined. The biggest bets by portfolio weight are Solano Wealth Investment Advisors LLC (8.2%), Claris Financial LLC (6.4%) and Plus Group Wealth Advisors LLC (6.1%). In their latest 13Fs, 0 managers opened a new position and 8 added to one.
Has Congress traded FVD?
Members of Congress have disclosed 6 FVD trades since 2015, 1 purchase and 0 sales in the past year; the latest was J. French Hill (R-AR), buying $15K–50K on Nov 30, 2020.
Who is the largest holder of FVD?
Among 13F filers, New England Private Wealth Advisors LLC reports the largest FVD position, $35.6M (759,035 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Solano Wealth Investment Advisors LLC's: 8.2% of its portfolio.
Cite or share this
Free to use with a link back. The data updates every filing day.