Cambridge Investment Research Advisors
FVI

Cambridge Investment Research Advisors’s FIRST TR VALUE LINE EQUITY ALLOCATION INDEX FD FVI Stock Holding History

Cambridge Investment Research Advisors’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
Q3 		– Sell
-7,484
Closed -$203K – 1525
2014
Q2 		$203K Buy
+7,484
New +$196K 0.01% 1194
2014
Q1 		– Sell
-8,660
Closed -$223K – 1374
2013
Q4 		$223K Hold
8,660
– – 0.01% 1023
2013
Q3 		$204K Buy
+8,660
New +$202K 0.01% 1036

Other funds holding FVI

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Cambridge Investment Research Advisors's FVI Position: Q3 2014 in Review

Cambridge Investment Research Advisors sold out of FIRST TR VALUE LINE EQUITY ALLOCATION INDEX FD (FVI) in Q3 2014, closing a stake of 7,484 shares — an estimated $203K sold.

Cambridge Investment Research Advisors first reported a position in FVI in Q3 2013 and held it in 3 quarters. The position peaked at $223K in Q4 2013. 6 funds tracked by Wall St. Rank hold FVI as of Q3 2014.

  • Cambridge Investment Research Advisors reported no remaining FIRST TR VALUE LINE EQUITY ALLOCATION INDEX FD position as of Q3 2014 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 7,484 FIRST TR VALUE LINE EQUITY ALLOCATION INDEX FD shares in Q3 2014, an estimated $203K.
  • Cambridge Investment Research Advisors first reported a position in FIRST TR VALUE LINE EQUITY ALLOCATION INDEX FD in Q3 2013 and held it in 3 quarters.
  • Cambridge Investment Research Advisors's FIRST TR VALUE LINE EQUITY ALLOCATION INDEX FD position peaked at $223K in Q4 2013.
  • 6 funds tracked by Wall St. Rank held FIRST TR VALUE LINE EQUITY ALLOCATION INDEX FD as of Q3 2014.

Based on Cambridge Investment Research Advisors's 13F filing for Q3 2014, filed 5 Nov 2014.