IA
FVL

IFP Advisors’s First TrustValue Line 100 Exchange-Traded FVL Stock Holding History

IFP Advisors’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
2017
Q4 		– Sell
-200
Closed -$4K – 4231
2017
Q3 		$4K Hold
200
– – ﹤0.01% 3567
2017
Q2 		$4K Hold
200
– – ﹤0.01% 3562
2017
Q1 		$4K Buy
+200
New +$4.37K ﹤0.01% 3464

Other funds holding FVL

Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HFS
HL Financial Services Louisville, Kentucky $6.5B AUM 9.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return

IFP Advisors's FVL Position: Q4 2017 in Review

IFP Advisors sold out of First TrustValue Line 100 Exchange-Traded (FVL) in Q4 2017, closing a stake of 200 shares — an estimated $4K sold.

IFP Advisors first reported a position in FVL in Q1 2017 and held it in 3 quarters. The position peaked at $4K in Q3 2017. 29 funds tracked by Wall St. Rank hold FVL as of Q4 2017.

  • IFP Advisors reported no remaining First TrustValue Line 100 Exchange-Traded position as of Q4 2017 after selling out during the quarter.
  • IFP Advisors sold 200 First TrustValue Line 100 Exchange-Traded shares in Q4 2017, an estimated $4K.
  • IFP Advisors first reported a position in First TrustValue Line 100 Exchange-Traded in Q1 2017 and held it in 3 quarters.
  • IFP Advisors's First TrustValue Line 100 Exchange-Traded position peaked at $4K in Q3 2017.
  • 29 funds tracked by Wall St. Rank held First TrustValue Line 100 Exchange-Traded as of Q4 2017.

Based on IFP Advisors's 13F filing for Q4 2017, filed 24 Jan 2018.