First Trust Value Line Dividend Fund
FVD
FVD
113 hedge funds and large institutions have $897M invested in First Trust Value Line Dividend Fund in 2016 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 59 increasing their positions, 17 reducing their positions, and 7 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 funds holding in top 10
Funds holding in top 10: →
more capital invested
Capital invested by funds: $ → $
15% more funds holding
Funds holding: 98 → 113 (+15)
0.24% less ownership
Funds ownership: 44.24% → 44% (-0.24%)
Holders
113
Holding in Top 10
3
Calls
–
Puts
–
Top Buyers
| 1 | +$39.8M | |
| 2 | +$33.6M | |
| 3 | +$32.2M | |
| 4 |
SAM
Shamrock Asset Management
Dallas,
Texas
|
+$20.1M |
| 5 |
NEPWA
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
+$13.7M |
Top Sellers
| 1 | -$21.9M | |
| 2 | -$9.16M | |
| 3 | -$3.81M | |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.9M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$751K |