First Trust Value Line Dividend Fund
98 hedge funds and large institutions have $674M invested in First Trust Value Line Dividend Fund in 2016 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 54 increasing their positions, 14 reducing their positions, and 5 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
6.63% more ownership
Funds ownership: 37.61% → 44.24% (+6.6%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Holders
98
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$71.2M | |
| 2 | +$40.4M | |
| 3 | +$17.8M | |
| 4 |
Wells Fargo
San Francisco,
California
|
+$12.4M |
| 5 |
NEPWA
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
+$9.3M |
Top Sellers
| 1 | -$1.09M | |
| 2 | -$930K | |
| 3 | -$587K | |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$579K |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$579K |