First Trust Value Line Dividend Fund
FVD
FVD
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
Holding in Top 10
44
Calls
$220K
Puts
–
Top Buyers
| 1 | +$50.7M | |
| 2 | +$23.3M | |
| 3 | +$13.2M | |
| 4 |
KAS
KPP Advisory Services
Louisville,
Kentucky
|
+$7.73M |
| 5 |
Goldman Sachs
New York
|
+$6.35M |
Top Sellers
| 1 | -$1.27B | |
| 2 | -$88.8M | |
| 3 | -$71.8M | |
| 4 |
LPL Financial
San Diego,
California
|
-$56.9M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$44.7M |