First Trust Value Line Dividend Fund
161 hedge funds and large institutions have $1.68B invested in First Trust Value Line Dividend Fund in 2017 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 66 increasing their positions, 52 reducing their positions, and 9 closing their positions.
111% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 9
27% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 52
5% more funds holding
Funds holding: 153 → 161 (+8)
0% less capital invested
Capital invested by funds: $1.68B → $1.68B (-$3.26M)
2.54% less ownership
Funds ownership: 44.3% → 41.76% (-2.5%)
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
Top Buyers
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$15.5M |
| 2 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
+$12.6M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$10.3M |
| 4 |
LPL Financial
San Diego,
California
|
+$8.78M |
| 5 |
HSBC Holdings
London,
United Kingdom
|
+$8.72M |
Top Sellers
| 1 |
Citigroup
New York
|
-$71.8M |
| 2 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$11.9M |
| 3 |
AIM
Advantage Investment Management
Cedar Rapids,
Iowa
|
-$10.7M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$4.13M |
| 5 |
HCA
Heck Capital Advisors
Rhinelander,
Wisconsin
|
-$3.88M |
FVD Hedge Fund Activity: Q3 2017 in Review
161 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in First Trust Value Line Dividend Fund (FVD) for Q3 2017, worth a combined $1.68B — down 0.19% from $1.68B a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new FVD positions and 9 closed out — a net gain of 10 holders — while 66 added to existing stakes and 52 trimmed.
The largest buyer was Ameriprise, adding an estimated $15.5M. The largest seller was Citigroup, cutting an estimated $71.8M.
- 161 institutional investors held First Trust Value Line Dividend Fund (FVD) as of Q3 2017, up from 153 in Q2 2017.
- Funds reported $1.68B of First Trust Value Line Dividend Fund stock for Q3 2017, down 0.19% quarter-over-quarter.
- 19 funds opened new First Trust Value Line Dividend Fund positions in Q3 2017 and 9 closed out, a net change of +10 holders.
- The largest First Trust Value Line Dividend Fund buyer in Q3 2017 was Ameriprise, an estimated $15.5M added.
- The largest First Trust Value Line Dividend Fund seller in Q3 2017 was Citigroup, an estimated $71.8M sold.
Based on aggregated 13F filings for Q3 2017.