Creative Planning
FVL

Creative Planning’s First TrustValue Line 100 Exchange-Traded FVL Stock Holding History

Creative Planning’s Portfolio FVL Stock Details FVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-1,000
Closed -$19K – 3881
2014
Q1 		$19K Hold
1,000
– – ﹤0.01% 2388
2013
Q4 		$18K Hold
1,000
– – ﹤0.01% 2260
2013
Q3 		$17K Hold
1,000
– – ﹤0.01% 2191
2013
Q2 		$15K Buy
+1,000
New +$15K ﹤0.01% 2097