FVD icon

First Trust Value Line Dividend Fund

533 hedge funds and large institutions have $6.49B invested in First Trust Value Line Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 155 increasing their positions, 273 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

less funds holding in top 10

Funds holding in top 10:

19% less capital invested

Capital invested by funds: $8.02B → $6.49B (-$1.53B)

43% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 273

Holders
533
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
44
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$220K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$50.7M
2 +$23.3M
3 +$13.2M
4
KAS
KPP Advisory Services
Kentucky
+$7.73M
5
Goldman Sachs
Goldman Sachs
New York
+$6.35M

Top Sellers

1 -$1.27B
2 -$88.8M
3 -$71.8M
4
LPL Financial
LPL Financial
California
-$56.9M
5
Osaic Holdings
Osaic Holdings
Arizona
-$44.7M
Name Holding Trade Value Shares
Change
Change in
Stake
376
$387K
377
$384K
378
$383K
379
$378K
380
$368K
381
$367K
382
$367K
383
$363K
384
$363K
385
$358K
386
$347K
387
$345K
388
$335K
389
$329K
390
$325K
391
$324K
392
$324K
393
$319K
394
$317K
395
$314K
396
$311K
397
$310K
398
$309K
399
$305K
400
$305K