First Trust Value Line Dividend Fund
335 hedge funds and large institutions have $5.27B invested in First Trust Value Line Dividend Fund in 2020 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 116 increasing their positions, 149 reducing their positions, and 29 closing their positions.
8% more funds holding in top 10
Funds holding in top 10: 26 → 28 (+2)
7% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 29
0.21% more ownership
Funds ownership: 59.2% → 59.41% (+0.21%)
0% more funds holding
Funds holding: 335 → 335 (0)
10% less capital inflows, than outflows
Capital inflows: $225M | Capital outflows: $250M
22% less repeat investments, than reductions
Existing positions increased: 116 | Existing positions reduced: 149
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $579K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James & Associates
St Petersburg,
Florida
|
+$20.2M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$17M |
| 3 |
Spectrum Wealth Advisory Group
Granite Bay,
California
|
+$10.2M |
| 4 |
Advisor OS
Chicago,
Illinois
|
+$9.8M |
| 5 |
Avantax Advisory Services
Dallas,
Texas
|
+$8.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$25.8M |
| 2 |
AE Wealth Management
Topeka,
Kansas
|
-$22.9M |
| 3 |
Simplicity Solutions
Minneapolis,
Minnesota
|
-$22M |
| 4 |
Prospera Financial Services
Dallas,
Texas
|
-$18.3M |
| 5 |
Morgan Stanley
New York
|
-$13.5M |
FVD Hedge Fund Activity: Q3 2020 in Review
335 of the 4,972 institutional investors tracked by Wall St. Rank reported a position in First Trust Value Line Dividend Fund (FVD) for Q3 2020, worth a combined $5.27B — up 3.4% from $5.1B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new FVD positions and 29 closed out — a net gain of 2 holders — while 116 added to existing stakes and 149 trimmed.
The largest buyer was Raymond James & Associates, adding an estimated $20.2M. The largest seller was Ameriprise, cutting an estimated $25.8M.
- 335 institutional investors held First Trust Value Line Dividend Fund (FVD) as of Q3 2020, unchanged from Q2 2020.
- Funds reported $5.27B of First Trust Value Line Dividend Fund stock for Q3 2020, up 3.4% quarter-over-quarter.
- 31 funds opened new First Trust Value Line Dividend Fund positions in Q3 2020 and 29 closed out, a net change of +2 holders.
- The largest First Trust Value Line Dividend Fund buyer in Q3 2020 was Raymond James & Associates, an estimated $20.2M added.
- The largest First Trust Value Line Dividend Fund seller in Q3 2020 was Ameriprise, an estimated $25.8M sold.
Based on aggregated 13F filings for Q3 2020.