First Trust Value Line Dividend Fund
FVD
FVD
65 hedge funds and large institutions have $293M invested in First Trust Value Line Dividend Fund in 2014 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 32 increasing their positions, 21 reducing their positions, and 8 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
more funds holding in top 10
Funds holding in top 10: →
3% less funds holding
Funds holding: 67 → 65 (-2)
25% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 8
Holders
65
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$6.94M | |
| 2 | +$4.2M | |
| 3 | +$3.12M | |
| 4 |
Wells Fargo
San Francisco,
California
|
+$2.89M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$2.09M |
Top Sellers
| 1 | -$2.23M | |
| 2 | -$1.63M | |
| 3 | -$1.62M | |
| 4 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$1.23M |
| 5 |
CS
Comerica Securities
Detroit,
Michigan
|
-$974K |