RIA
FVL

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

Regal Investment 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
2015
Q3 		– Sell
-140
Closed -$2K – 1137
2015
Q2 		$2K Hold
140
– – ﹤0.01% 861
2015
Q1 		$3K Buy
+140
New +$2.9K ﹤0.01% 888

Other funds holding FVL

HFS
HL Financial Services Louisville, Kentucky $6.5B AUM 9.56% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Regal Investment Advisors's FVL Position: Q3 2015 in Review

Regal Investment Advisors sold out of First TrustValue Line 100 Exchange-Traded (FVL) in Q3 2015, closing a stake of 140 shares — an estimated $2K sold.

Regal Investment Advisors first reported a position in FVL in Q1 2015 and held it in 2 quarters. The position peaked at $3K in Q1 2015. 26 funds tracked by Wall St. Rank hold FVL as of Q3 2015.

  • Regal Investment Advisors reported no remaining First TrustValue Line 100 Exchange-Traded position as of Q3 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 140 First TrustValue Line 100 Exchange-Traded shares in Q3 2015, an estimated $2K.
  • Regal Investment Advisors first reported a position in First TrustValue Line 100 Exchange-Traded in Q1 2015 and held it in 2 quarters.
  • Regal Investment Advisors's First TrustValue Line 100 Exchange-Traded position peaked at $3K in Q1 2015.
  • 26 funds tracked by Wall St. Rank held First TrustValue Line 100 Exchange-Traded as of Q3 2015.

Based on Regal Investment Advisors's 13F filing for Q3 2015, filed 12 Nov 2015.