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First Trust Value Line Dividend Fund

533 hedge funds and large institutions have $6.49B invested in First Trust Value Line Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 155 increasing their positions, 273 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

less funds holding in top 10

Funds holding in top 10:

19% less capital invested

Capital invested by funds: $8.02B → $6.49B (-$1.53B)

43% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 273

Holders
533
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
44
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$220K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$50.7M
2 +$23.3M
3 +$13.2M
4
KAS
KPP Advisory Services
Kentucky
+$7.73M
5
Goldman Sachs
Goldman Sachs
New York
+$6.35M

Top Sellers

1 -$1.27B
2 -$88.8M
3 -$71.8M
4
LPL Financial
LPL Financial
California
-$56.9M
5
Osaic Holdings
Osaic Holdings
Arizona
-$44.7M
Name Holding Trade Value Shares
Change
Change in
Stake
101
$6.76M
102
$6.53M
103
$6.44M
104
$6.27M
105
$6.25M
106
$6.22M
107
$6.21M
108
$6.19M
109
$6.17M
110
$6.14M
111
$6.09M
112
$6.08M
113
$5.97M
114
$5.9M
115
$5.87M
116
$5.67M
117
$5.62M
118
$5.54M
119
$5.53M
120
$5.52M
121
$5.43M
122
$5.23M
123
$5.18M
124
$5.18M
125
$5.1M