First Trust Value Line Dividend Fund
84 hedge funds and large institutions have $413M invested in First Trust Value Line Dividend Fund in 2015 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 37 increasing their positions, 29 reducing their positions, and 13 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less ownership
Funds ownership: →
less funds holding
Funds holding: →
less capital invested
Capital invested by funds: $ → $
46% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 13
60% less funds holding in top 10
Funds holding in top 10: 5 → 2 (-3)
Holders
84
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$10.1M | |
| 2 | +$6.69M | |
| 3 | +$2.56M | |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$1.85M |
| 5 |
AIG
American International Group
New York
|
+$1.18M |
Top Sellers
| 1 | -$22.3M | |
| 2 | -$22.3M | |
| 3 | -$7.31M | |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$3.86M |
| 5 |
AIM
Aspen Investment Management
Grand Rapids,
Michigan
|
-$1.74M |