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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
401
$303K
402
$303K
403
$297K
404
$296K
405
$293K
406
$291K
407
$290K
408
$289K
409
$288K
410
$283K
411
$278K
412
$278K
413
$273K
414
$273K
415
$267K
416
$264K
417
$263K
418
$262K
419
$261K
420
$257K
421
$256K
422
$256K
423
$253K
424
$252K
425
$249K