First Trust Value Line Dividend Fund
FVD
FVD
128 hedge funds and large institutions have $1.27B invested in First Trust Value Line Dividend Fund in 2016 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 62 increasing their positions, 26 reducing their positions, and 14 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
4% more funds holding
Funds holding: 123 → 128 (+5)
0.01% more ownership
Funds ownership: 43.77% → 43.78% (+0.01%)
Holders
128
Holding in Top 10
6
Calls
–
Puts
–
Top Buyers
| 1 | +$35.7M | |
| 2 | +$18.2M | |
| 3 | +$15.8M | |
| 4 |
Morgan Stanley
New York
|
+$10.3M |
| 5 |
AIM
Advantage Investment Management
Cedar Rapids,
Iowa
|
+$9.15M |
Top Sellers
| 1 | -$11.4M | |
| 2 | -$8.5M | |
| 3 | -$7.96M | |
| 4 |
SAM
Shamrock Asset Management
Dallas,
Texas
|
-$2.23M |
| 5 |
JFA
Johanson Financial Advisors
Campbell,
California
|
-$1.74M |