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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
426
$208K
427
$207K
428
$207K
429
$205K
430
$204K
431
$200K
432
$180K
433
$169K
434
$164K
435
$161K
436
$149K
437
$138K
438
$127K
439
$121K
440
$115K
441
$100K
442
$95.5K
443
$86.2K
444
$82K
445
$78.9K
446
$76K
447
$70.6K
448
$66.4K
449
$65.6K
450
$62.4K