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First Trust Value Line Dividend Fund

205 hedge funds and large institutions have $1.84B invested in First Trust Value Line Dividend Fund in 2018 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 75 increasing their positions, 71 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

3% less funds holding

Funds holding: 211205 (-6)

20% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 20

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.15M

Holders
205
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$1.15M
Net Calls
Net Calls Change

Top Buyers

1 +$96.2M
2 +$18.2M
3 +$13.5M
4
Morgan Stanley
Morgan Stanley
New York
+$11.9M
5
UBS Group
UBS Group
Switzerland
+$3.46M

Top Sellers

1 -$10.5M
2 -$5.53M
3 -$4.65M
4
Bank of America
Bank of America
North Carolina
-$4.6M
5
CA
Cetera Advisors
Colorado
-$3.56M
Name Holding Trade Value Shares
Change
Change in
Stake
176
$36K
177
$32K
178
$31K
179
$30K
180
$30K
181
$29K
182
$29K
183
$26K
184
$25K
185
$24K
186
$23K
187
$22K
188
$21K
189
$19K
190
$19K
191
$18K
192
$17K
193
$16K
194
$14K
195
$14K
196
$10K
197
$9K
198
$7K
199
$6.36K
200
$4K