First Trust Value Line Dividend Fund
FVD
FVD
287 hedge funds and large institutions have $4.2B invested in First Trust Value Line Dividend Fund in 2019 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 152 increasing their positions, 54 reducing their positions, and 14 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more funds holding in top 10
Funds holding in top 10: →
11% more funds holding
Funds holding: 259 → 287 (+28)
3.81% more ownership
Funds ownership: 49.98% → 53.79% (+3.8%)
Holders
287
Holding in Top 10
22
Calls
–
Puts
–
Top Buyers
1 | +$143M | |
2 | +$79.4M | |
3 | +$60.8M | |
4 |
TIM
Total Investment Management
Scottsdale,
Arizona
|
+$53.9M |
5 |
LPL Financial
San Diego,
California
|
+$51.9M |
Top Sellers
1 | -$5.11M | |
2 | -$3.66M | |
3 | -$3M | |
4 |
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Koshinski Asset Management
Decatur,
Illinois
|
-$1.35M |
5 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
-$1.23M |