First Trust Value Line Dividend Fund
529 hedge funds and large institutions have $8.02B invested in First Trust Value Line Dividend Fund in 2023 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 137 increasing their positions, 262 reducing their positions, and 45 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
more funds holding
Funds holding: →
2% more funds holding in top 10
Funds holding in top 10: 51 → 52 (+1)
48% less repeat investments, than reductions
Existing positions increased: 137 | Existing positions reduced: 262
Holders
529
Holding in Top 10
52
Calls
$211K
Puts
–
Top Buyers
| 1 | +$999M | |
| 2 | +$23.7M | |
| 3 | +$17.4M | |
| 4 |
HPC
Hobart Private Capital
Charlotte,
North Carolina
|
+$12.1M |
| 5 |
CB
Commerce Bank
Kansas City,
Missouri
|
+$11.2M |
Top Sellers
| 1 | -$52.4M | |
| 2 | -$49M | |
| 3 | -$39.3M | |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$38.7M |
| 5 |
ACM
Advance Capital Management
Southfield,
Michigan
|
-$37.8M |