First Trust Value Line Dividend Fund
467 hedge funds and large institutions have $8.23B invested in First Trust Value Line Dividend Fund in 2021 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 187 increasing their positions, 115 reducing their positions, and 29 closing their positions.
262% more first-time investments, than exits
New positions opened: 105 | Existing positions closed: 29
63% more repeat investments, than reductions
Existing positions increased: 187 | Existing positions reduced: 115
17% more funds holding in top 10
Funds holding in top 10: 47 → 55 (+8)
17% more funds holding
Funds holding: 400 → 467 (+67)
13% more capital invested
Capital invested by funds: $7.27B → $8.23B (+$963M)
0.34% more ownership
Funds ownership: 63.33% → 63.68% (+0.34%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$24.7M |
| 2 |
LPL Financial
San Diego,
California
|
+$19.6M |
| 3 |
Morgan Stanley
New York
|
+$16.5M |
| 4 |
AF
Allworth Financial
Folsom,
California
|
+$15.1M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$13.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCWP
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
-$124M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$13.2M |
| 3 |
NL
NEPC LLC
Boston,
Massachusetts
|
-$12M |
| 4 |
Barclays
London,
United Kingdom
|
-$9.37M |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$9.22M |
FVD Hedge Fund Activity: Q4 2021 in Review
467 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in First Trust Value Line Dividend Fund (FVD) for Q4 2021, worth a combined $8.23B — up 13% from $7.27B a quarter earlier.
Buyers outnumbered sellers: 105 funds opened new FVD positions and 29 closed out — a net gain of 76 holders — while 187 added to existing stakes and 115 trimmed.
The largest buyer was Ameriprise, adding an estimated $24.7M. The largest seller was Legacy Capital Wealth Partners, cutting an estimated $124M.
- 467 institutional investors held First Trust Value Line Dividend Fund (FVD) as of Q4 2021, up from 400 in Q3 2021.
- Funds reported $8.23B of First Trust Value Line Dividend Fund stock for Q4 2021, up 13% quarter-over-quarter.
- 105 funds opened new First Trust Value Line Dividend Fund positions in Q4 2021 and 29 closed out, a net change of +76 holders.
- The largest First Trust Value Line Dividend Fund buyer in Q4 2021 was Ameriprise, an estimated $24.7M added.
- The largest First Trust Value Line Dividend Fund seller in Q4 2021 was Legacy Capital Wealth Partners, an estimated $124M sold.
Based on aggregated 13F filings for Q4 2021.