First Trust Value Line Dividend Fund
512 hedge funds and large institutions have $7.8B invested in First Trust Value Line Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 191 increasing their positions, 185 reducing their positions, and 40 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
less ownership
Funds ownership: →
2% less capital invested
Capital invested by funds: $7.98B → $7.8B (-$186M)
6% less funds holding in top 10
Funds holding in top 10: 71 → 67 (-4)
Holders
512
Holding in Top 10
67
Calls
–
Puts
–
Top Buyers
| 1 | +$145M | |
| 2 | +$44.6M | |
| 3 | +$24.2M | |
| 4 |
BHB
Bank Hapoalim BM
Tel Aviv,
Israel
|
+$13.9M |
| 5 |
RA
RiverTree Advisors
Winter Park,
Florida
|
+$7.83M |
Top Sellers
| 1 | -$93.4M | |
| 2 | -$53.1M | |
| 3 | -$50.8M | |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$23.2M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$20.5M |