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First Trust Value Line Dividend Fund
79 hedge funds and large institutions have $383M invested in First Trust Value Line Dividend Fund in 2014 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 33 increasing their positions, 19 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
1,600% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 1
74% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 19
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
31% more capital invested
Capital invested by funds: $293M → $383M (+$89.8M)
22% more funds holding
Funds holding: 65 → 79 (+14)
3.58% more ownership
Funds ownership: 31.38% → 34.96% (+3.6%)
Holders
79
Holders Change
+14
Holders Change %
+21.54%
% of All Funds
2.11%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
17
Increased
33
Reduced
19
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
US Bancorp
Minneapolis,
Minnesota
| $5K | – | – | – |
|
|
BRWA
77
B. Riley Wealth Advisors
Boca Raton,
Florida
| $1.19K | +$47K | +2,005 | +4% |
|
78
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $5 | – | – | – |
|
|
KIG
79
Kessler Investment Group
Columbus,
Indiana
| – | -$6K | -250 | Closed |
|
80
Parallax Volatility Advisers
San Francisco,
California
| – | +$23 | +1 | New |
|