First Trust Value Line Dividend Fund
123 hedge funds and large institutions have $1.09B invested in First Trust Value Line Dividend Fund in 2016 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 67 increasing their positions, 23 reducing their positions, and 3 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
more capital invested
Capital invested by funds: $ → $
9% more funds holding
Funds holding: 113 → 123 (+10)
0.23% less ownership
Funds ownership: 44% → 43.77% (-0.23%)
Holders
123
Holding in Top 10
4
Calls
–
Puts
–
Top Buyers
| 1 | +$34.3M | |
| 2 | +$17.5M | |
| 3 | +$16.8M | |
| 4 |
LPL Financial
San Diego,
California
|
+$14M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$13.6M |
Top Sellers
| 1 | -$7.34M | |
| 2 | -$2.22M | |
| 3 | -$1.64M | |
| 4 |
SAM
Shamrock Asset Management
Dallas,
Texas
|
-$479K |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$407K |