FVD icon

First Trust Value Line Dividend Fund

508 hedge funds and large institutions have $6.96B invested in First Trust Value Line Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 161 increasing their positions, 222 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less funds holding

Funds holding:

less funds holding in top 10

Funds holding in top 10:

11% less capital invested

Capital invested by funds: $7.83B → $6.96B (-$875M)

27% less repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 222

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $7K

Holders
508
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
51
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$7K
Net Calls
Net Calls Change

Top Buyers

1 +$12.3M
2 +$9.52M
3 +$8.9M
4
HF
HRT Financial
New York
+$8.41M
5
AWM
AE Wealth Management
Kansas
+$7.39M

Top Sellers

1 -$85.4M
2 -$45.5M
3 -$27.9M
4
UBS Group
UBS Group
Switzerland
-$26.3M
5
FA
FDx Advisors
Illinois
-$20.3M
Name Holding Trade Value Shares
Change
Change in
Stake
251
$1.15M
252
$1.15M
253
$1.15M
254
$1.13M
255
$1.12M
256
$1.12M
257
$1.09M
258
$1.09M
259
$1.08M
260
$1.07M
261
$1.06M
262
$1.04M
263
$1.01M
264
$1M
265
$957K
266
$947K
267
$939K
268
$922K
269
$913K
270
$907K
271
$905K
272
$900K
273
$878K
274
$873K
275
$851K