FVD
First Trust Value Line Dividend Index Fund · Financial Services · Asset Management - Income
Señales de momentum (gestores comparables):
amplitud de titulares +12.5% ·
flujo de acciones +0.3% ·
nuevas posiciones netas +11.1%
— fórmula
Acumulación amplia — aumento de acciones entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 57 | +2 | 76.61M | $3.69B | +3 | −1 |
| Q1 2026 | 56 | +4 | 79.28M | $3.73B | +5 | −1 |
| Q4 2025 | 52 | 0 | 84.64M | $3.90B | +1 | −1 |
| Q3 2025 | 9 | +1 | 25.53M | $1.18B | +1 | — |
| Q2 2025 | 5 | 0 | 306.28K | $13.69M | +1 | −1 |
| Q1 2025 | 4 | +1 | 210.25K | $9.38M | +1 | — |
| Q4 2024 | 3 | -2 | 73.12K | $3.19M | — | −2 |
| Q3 2024 | 5 | +2 | 331.39K | $15.08M | +3 | −1 |
| Q2 2024 | 3 | — | 122.97K | $5.01M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 19.44M | — | $898.68M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 19.44M | — | $898.68M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 19.44M | — | $898.68M | 0.1% | n/c | 1 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 19.44M | — | $898.68M | 0.1% | n/c | 1 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 19.44M | — | $898.68M | 0.1% | n/c | 1 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 19.44M | — | $898.68M | 0.1% | n/c | 1 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 5.55M | — | $256.51M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 5.55M | — | $256.51M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 5.55M | — | $256.51M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 5.55M | — | $256.51M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 5.55M | — | $256.51M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 5.55M | — | $256.51M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 5.55M | — | $256.51M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 5.55M | — | $256.51M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 5.55M | — | $256.51M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 5.55M | — | $256.51M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 158.31K | +3.8% | $7.32M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 18 | Goldman Sachs Group ✦ | 152.69K | — | $7.06M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Two Sigma Investments ✦ | 92.10K | +302.2% | $4.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 78.35K | +6.2% | $3.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | AQR Capital Management ✦ | 38.46K | +16.5% | $1.78M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 22 | Gotham Asset Management ✦ | 24.05K | 0.0% | $1.11M | 0.0% | Held | 2 | SEC ↗ |
| 23 | BlackRock ✦ (pasivo) | 470 | Nuevo | $21,733 | 0.0% | New | 1 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| BlackRock | $21,733 | 0.0% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 627 tenedores, 109.38M acciones, $5.02B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.