First Trust Value Line Dividend Fund
514 hedge funds and large institutions have $7.99B invested in First Trust Value Line Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 201 increasing their positions, 163 reducing their positions, and 32 closing their positions.
119% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 32
33% more funds holding in top 10
Funds holding in top 10: 54 → 72 (+18)
23% more repeat investments, than reductions
Existing positions increased: 201 | Existing positions reduced: 163
14% more capital invested
Capital invested by funds: $7.03B → $7.99B (+$959M)
6% more funds holding
Funds holding: 484 → 514 (+30)
1.07% more ownership
Funds ownership: 63.71% → 64.78% (+1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$64.2M |
| 2 |
LPL Financial
San Diego,
California
|
+$35.9M |
| 3 |
Mariner
Overland Park,
Kansas
|
+$30.6M |
| 4 |
PP
Prudential plc
London, England,
United Kingdom
|
+$16.1M |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$16.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIG
Kowal Investment Group
Brookfield,
Wisconsin
|
-$25.7M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$14.6M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$12.9M |
| 4 |
PWA
PCG Wealth Advisors
Overland Park,
Kansas
|
-$11.8M |
| 5 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$9.27M |
FVD Hedge Fund Activity: Q4 2022 in Review
514 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First Trust Value Line Dividend Fund (FVD) for Q4 2022, worth a combined $7.99B — up 14% from $7.03B a quarter earlier.
Buyers outnumbered sellers: 70 funds opened new FVD positions and 32 closed out — a net gain of 38 holders — while 201 added to existing stakes and 163 trimmed.
The largest buyer was Ameriprise, adding an estimated $64.2M. The largest seller was Kowal Investment Group, cutting an estimated $25.7M.
- 514 institutional investors held First Trust Value Line Dividend Fund (FVD) as of Q4 2022, up from 484 in Q3 2022.
- Funds reported $7.99B of First Trust Value Line Dividend Fund stock for Q4 2022, up 14% quarter-over-quarter.
- 70 funds opened new First Trust Value Line Dividend Fund positions in Q4 2022 and 32 closed out, a net change of +38 holders.
- The largest First Trust Value Line Dividend Fund buyer in Q4 2022 was Ameriprise, an estimated $64.2M added.
- The largest First Trust Value Line Dividend Fund seller in Q4 2022 was Kowal Investment Group, an estimated $25.7M sold.
Based on aggregated 13F filings for Q4 2022.