AFP
FVL

Ausdal Financial Partners’s First TrustValue Line 100 Exchange-Traded FVL Stock Holding History

Ausdal Financial Partners’s Portfolio FVL Stock Details FVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-199
Closed -$4K – 1131
2015
Q4 		$4K Buy
+199
New +$3.95K ﹤0.01% 1139

Other funds holding FVL

HFS
HL Financial Services Louisville, Kentucky $6.5B AUM 9.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CWM
Concert Wealth Management San Jose, California $24.7M AUM 14.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FNBTCON
First National Bank & Trust Co of Newtown Newtown, Pennsylvania $464M AUM 17.66% 1-Year Est. Return

Ausdal Financial Partners's FVL Position: Q1 2016 in Review

Ausdal Financial Partners sold out of First TrustValue Line 100 Exchange-Traded (FVL) in Q1 2016, closing a stake of 199 shares — an estimated $4K sold.

Ausdal Financial Partners first reported a position in FVL in Q4 2015 and held it in 1 quarter. The position peaked at $4K in Q4 2015. 27 funds tracked by Wall St. Rank hold FVL as of Q1 2016.

  • Ausdal Financial Partners reported no remaining First TrustValue Line 100 Exchange-Traded position as of Q1 2016 after selling out during the quarter.
  • Ausdal Financial Partners sold 199 First TrustValue Line 100 Exchange-Traded shares in Q1 2016, an estimated $4K.
  • Ausdal Financial Partners first reported a position in First TrustValue Line 100 Exchange-Traded in Q4 2015 and held it in 1 quarter.
  • Ausdal Financial Partners's First TrustValue Line 100 Exchange-Traded position peaked at $4K in Q4 2015.
  • 27 funds tracked by Wall St. Rank held First TrustValue Line 100 Exchange-Traded as of Q1 2016.

Based on Ausdal Financial Partners's 13F filing for Q1 2016, filed 5 May 2016.