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First Trust Value Line Dividend Fund

519 hedge funds and large institutions have $5.67B invested in First Trust Value Line Dividend Fund in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 145 increasing their positions, 263 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

27% less funds holding in top 10

Funds holding in top 10: 4432 (-12)

45% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 263

Holders
519
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
32
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$12K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$41.9M
2 +$18.4M
3 +$11.5M
4
LFG
Larson Financial Group
Missouri
+$7.33M
5
GS
GTS Securities
New York
+$6.22M

Top Sellers

1 -$72M
2 -$59.9M
3 -$39.3M
4
Ameriprise
Ameriprise
Minnesota
-$31.1M
5
Bank of America
Bank of America
North Carolina
-$24.9M
Name Holding Trade Value Shares
Change
Change in
Stake
326
$515K
327
$514K
328
$506K
329
$501K
330
$495K
331
$495K
332
$489K
333
$485K
334
$481K
335
$479K
336
$474K
337
$472K
338
$469K
339
$466K
340
$465K
341
$461K
342
$460K
343
$446K
344
$444K
345
$441K
346
$438K
347
$432K
348
$426K
349
$422K
350
$416K