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First Trust Value Line Dividend Fund
237 hedge funds and large institutions have $2.09B invested in First Trust Value Line Dividend Fund in 2018 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 93 increasing their positions, 51 reducing their positions, and 19 closing their positions.
New
Increased
Maintained
Reduced
Closed
189% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 19
83% more funds holding in top 10
Funds holding in top 10: 6 → 11 (+5)
82% more repeat investments, than reductions
Existing positions increased: 93 | Existing positions reduced: 51
16% more funds holding
Funds holding: 204 → 237 (+33)
6% more capital invested
Capital invested by funds: $1.96B → $2.09B (+$125M)
4.87% more ownership
Funds ownership: 43.1% → 47.97% (+4.9%)
Holders
237
Holders Change
+33
Holders Change %
+16.18%
% of All Funds
5.28%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.25%
New
55
Increased
93
Reduced
51
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$67.9M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$41.4M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$21.9M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$18.8M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$18.2M |
Top Sellers
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$40.4M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$5.59M |
| 3 |
Citigroup
New York
|
-$3.97M |
| 4 |
MAP
Milestone Advisory Partners
Southern Pines,
North Carolina
|
-$3.26M |
| 5 |
AC
Avestar Capital
New York
|
-$2.91M |
