Ameriprise’s FIRST TR VALUE LINE EQUITY ALLOCATION INDEX FD FVI Stock Holding History

Ameriprise’s Portfolio FVI Stock Details FVI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-219	Closed	-$6K	–	5147
2014 Q3	$6K	Sell	219 -4	-2%	-$107	﹤0.01%	5100
2014 Q2	$6K	Buy	+223	New	+$5.85K	﹤0.01%	4917

Other funds holding FVI

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NPC

National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return

WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Ameriprise's FVI Position: Q4 2014 in Review

Ameriprise sold out of FIRST TR VALUE LINE EQUITY ALLOCATION INDEX FD (FVI) in Q4 2014, closing a stake of 219 shares — an estimated $6K sold.

Ameriprise first reported a position in FVI in Q2 2014 and held it in 2 quarters. The position peaked at $6K in Q3 2014. 8 funds tracked by Wall St. Rank hold FVI as of Q4 2014.

Ameriprise reported no remaining FIRST TR VALUE LINE EQUITY ALLOCATION INDEX FD position as of Q4 2014 after selling out during the quarter.
Ameriprise sold 219 FIRST TR VALUE LINE EQUITY ALLOCATION INDEX FD shares in Q4 2014, an estimated $6K.
Ameriprise first reported a position in FIRST TR VALUE LINE EQUITY ALLOCATION INDEX FD in Q2 2014 and held it in 2 quarters.
Ameriprise's FIRST TR VALUE LINE EQUITY ALLOCATION INDEX FD position peaked at $6K in Q3 2014.
8 funds tracked by Wall St. Rank held FIRST TR VALUE LINE EQUITY ALLOCATION INDEX FD as of Q4 2014.

Based on Ameriprise's 13F filing for Q4 2014, filed 13 Feb 2015.