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First Trust Value Line Dividend Fund

519 hedge funds and large institutions have $5.67B invested in First Trust Value Line Dividend Fund in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 145 increasing their positions, 263 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

27% less funds holding in top 10

Funds holding in top 10: 4432 (-12)

45% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 263

Holders
519
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
32
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$12K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$41.9M
2 +$18.4M
3 +$11.5M
4
LFG
Larson Financial Group
Missouri
+$7.33M
5
GS
GTS Securities
New York
+$6.22M

Top Sellers

1 -$72M
2 -$59.9M
3 -$39.3M
4
Ameriprise
Ameriprise
Minnesota
-$31.1M
5
Bank of America
Bank of America
North Carolina
-$24.9M
Name Holding Trade Value Shares
Change
Change in
Stake
201
$1.97M
202
$1.97M
203
$1.95M
204
$1.93M
205
$1.88M
206
$1.87M
207
$1.84M
208
$1.81M
209
$1.81M
210
$1.81M
211
$1.74M
212
$1.74M
213
$1.73M
214
$1.72M
215
$1.69M
216
$1.67M
217
$1.55M
218
$1.53M
219
$1.53M
220
$1.52M
221
$1.51M
222
$1.47M
223
$1.47M
224
$1.45M
225
$1.45M