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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
326
$509K
327
$507K
328
$507K
329
$500K
330
$499K
331
$499K
332
$498K
333
$495K
334
$494K
335
$488K
336
$488K
337
$487K
338
$486K
339
$485K
340
$484K
341
$479K
342
$475K
343
$466K
344
$465K
345
$462K
346
$457K
347
$451K
348
$445K
349
$443K
350
$426K