First Trust Value Line Dividend Fund
404 hedge funds and large institutions have $7.28B invested in First Trust Value Line Dividend Fund in 2021 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 182 increasing their positions, 119 reducing their positions, and 32 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more first-time investments, than exits
New positions opened: | Existing positions closed:
less ownership
Funds ownership: →
0% less funds holding
Funds holding: 406 → 404 (-2)
9% less funds holding in top 10
Funds holding in top 10: 43 → 39 (-4)
Holders
404
Holding in Top 10
39
Calls
–
Puts
–
Top Buyers
| 1 | +$39.8M | |
| 2 | +$18.5M | |
| 3 | +$15.3M | |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$15.3M |
| 5 |
KWM
Keebeck Wealth Management
Chicago,
Illinois
|
+$13.9M |
Top Sellers
| 1 | -$54M | |
| 2 | -$41.4M | |
| 3 | -$27.2M | |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$11.9M |
| 5 |
NEPWA
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
-$11.6M |