WA
FVI

WFG Advisors’s FIRST TR VALUE LINE EQUITY ALLOCATION INDEX FD FVI Stock Holding History

WFG 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
2015
Q1 		– Sell
-700
Closed -$18K – 2250
2014
Q4 		$18K Buy
+700
New +$18K ﹤0.01% 1272

WFG Advisors's FVI Position: Q1 2015 in Review

WFG Advisors sold out of FIRST TR VALUE LINE EQUITY ALLOCATION INDEX FD (FVI) in Q1 2015, closing a stake of 700 shares — an estimated $18K sold.

WFG Advisors first reported a position in FVI in Q4 2014 and held it in 1 quarter. The position peaked at $18K in Q4 2014. 0 funds tracked by Wall St. Rank hold FVI as of Q1 2015.

  • WFG Advisors reported no remaining FIRST TR VALUE LINE EQUITY ALLOCATION INDEX FD position as of Q1 2015 after selling out during the quarter.
  • WFG Advisors sold 700 FIRST TR VALUE LINE EQUITY ALLOCATION INDEX FD shares in Q1 2015, an estimated $18K.
  • WFG Advisors first reported a position in FIRST TR VALUE LINE EQUITY ALLOCATION INDEX FD in Q4 2014 and held it in 1 quarter.
  • WFG Advisors's FIRST TR VALUE LINE EQUITY ALLOCATION INDEX FD position peaked at $18K in Q4 2014.
  • 0 funds tracked by Wall St. Rank held FIRST TR VALUE LINE EQUITY ALLOCATION INDEX FD as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.