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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
151
$3.77M
152
$3.69M
153
$3.64M
154
$3.58M
155
$3.57M
156
$3.56M
157
$3.53M
158
$3.51M
159
$3.46M
160
$3.43M
161
$3.4M
162
$3.38M
163
$3.38M
164
$3.38M
165
$3.31M
166
$3.28M
167
$3.21M
168
$3.19M
169
$3.17M
170
$3.16M
171
$3.14M
172
$3.06M
173
$3.05M
174
$3.04M
175
$3M