We are live on
!
Find out more
First Trust Value Line Dividend Fund
123 hedge funds and large institutions have $1.09B invested in First Trust Value Line Dividend Fund in 2016 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 67 increasing their positions, 23 reducing their positions, and 3 closing their positions.
New
Increased
Maintained
Reduced
Closed
467% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 3
191% more repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 23
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
22% more capital invested
Capital invested by funds: $897M → $1.09B (+$194M)
9% more funds holding
Funds holding: 113 → 123 (+10)
0.23% less ownership
Funds ownership: 44% → 43.77% (-0.23%)
Holders
123
Holders Change
+10
Holders Change %
+8.85%
% of All Funds
3.28%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
17
Increased
67
Reduced
23
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$34.5M |
| 2 |
Citigroup
New York
|
+$17.6M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$17M |
| 4 |
LPL Financial
San Diego,
California
|
+$14.3M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$13.7M |
