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First Trust Value Line Dividend Fund

508 hedge funds and large institutions have $6.96B invested in First Trust Value Line Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 161 increasing their positions, 222 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less funds holding

Funds holding:

less funds holding in top 10

Funds holding in top 10:

11% less capital invested

Capital invested by funds: $7.83B → $6.96B (-$875M)

27% less repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 222

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $7K

Holders
508
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
51
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$7K
Net Calls
Net Calls Change

Top Buyers

1 +$12.3M
2 +$9.52M
3 +$8.9M
4
HF
HRT Financial
New York
+$8.41M
5
AWM
AE Wealth Management
Kansas
+$7.39M

Top Sellers

1 -$85.4M
2 -$45.5M
3 -$27.9M
4
UBS Group
UBS Group
Switzerland
-$26.3M
5
FA
FDx Advisors
Illinois
-$20.3M
Name Holding Trade Value Shares
Change
Change in
Stake
101
$7.56M
102
$7.5M
103
$7.49M
104
$7.43M
105
$7.08M
106
$6.77M
107
$6.77M
108
$6.72M
109
$6.57M
110
$6.49M
111
$6.38M
112
$6.37M
113
$6.22M
114
$6.12M
115
$5.97M
116
$5.94M
117
$5.89M
118
$5.86M
119
$5.76M
120
$5.68M
121
$5.56M
122
$5.55M
123
$5.55M
124
$5.54M
125
$5.43M