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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
351
$424K
352
$421K
353
$412K
354
$410K
355
$407K
356
$399K
357
$396K
358
$385K
359
$384K
360
$379K
361
$375K
362
$374K
363
$363K
364
$361K
365
$360K
366
$349K
367
$337K
368
$334K
369
$334K
370
$330K
371
$329K
372
$329K
373
$326K
374
$321K
375
$318K