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First Trust Value Line Dividend Fund
153 hedge funds and large institutions have $1.68B invested in First Trust Value Line Dividend Fund in 2017 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 79 increasing their positions, 35 reducing their positions, and 10 closing their positions.
New
Increased
Maintained
Reduced
Closed
126% more repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 35
80% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 10
14% more capital invested
Capital invested by funds: $1.48B → $1.68B (+$204M)
3% more funds holding
Funds holding: 148 → 153 (+5)
1.78% more ownership
Funds ownership: 42.52% → 44.3% (+1.8%)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
Holders
153
Holders Change
+5
Holders Change %
+3.38%
% of All Funds
3.81%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
18
Increased
79
Reduced
35
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
UBS Group
Zurich,
Switzerland
|
+$28.2M |
| 2 |
Morgan Stanley
New York
|
+$21.7M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$19.6M |
| 4 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$15.3M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$13.4M |
Top Sellers
| 1 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$9.61M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$4.18M |
| 3 |
VF
Virtu Financial
New York
|
-$1.52M |
| 4 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$1.48M |
| 5 |
CWM
Concert Wealth Management
San Jose,
California
|
-$1.28M |
