First Trust Value Line Dividend Fund
344 hedge funds and large institutions have $4.64B invested in First Trust Value Line Dividend Fund in 2020 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 170 increasing their positions, 97 reducing their positions, and 44 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more ownership
Funds ownership: →
less first-time investments, than exits
New positions opened: | Existing positions closed:
less funds holding
Funds holding: →
15% less funds holding in top 10
Funds holding in top 10: 41 → 35 (-6)
17% less capital invested
Capital invested by funds: $5.56B → $4.64B (-$923M)
Holders
344
Holding in Top 10
35
Calls
–
Puts
–
Top Buyers
| 1 | +$208M | |
| 2 | +$45.7M | |
| 3 | +$40.6M | |
| 4 |
TC
Trilogy Capital
Irvine,
California
|
+$34.5M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$30.4M |
Top Sellers
| 1 | -$88.9M | |
| 2 | -$64.3M | |
| 3 | -$36M | |
| 4 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$26.3M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
-$20.3M |