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FVI

FIRST TR VALUE LINE EQUITY ALLOCATION INDEX FD
FVI

Delisted

FVI was delisted on the 8th of January, 2015.

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5 hedge funds and large institutions have $2.2M invested in FIRST TR VALUE LINE EQUITY ALLOCATION INDEX FD in 2013 Q3 according to their latest regulatory filings, with 2 funds opening new positions, increasing their positions, 3 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding

Funds holding: 3 → 5 (+2)

10% more capital invested

Capital invested by funds: $1.99M → $2.2M (+$203K)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 3

Holders
5
Holders Change
+2
Holders Change %
+66.67%
% of All Funds
0.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
–
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$202K
2
Bank of America
Bank of America
North Carolina
+$47

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$93.9K
2
U
UBS
Switzerland
-$21.1K
3
CP
Camelot Portfolios
Ohio
-$16.4K

FVI Hedge Fund Activity: Q3 2013 in Review

5 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in FIRST TR VALUE LINE EQUITY ALLOCATION INDEX FD (FVI) for Q3 2013, worth a combined $2.2M — up 10% from $1.99M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new FVI positions and 0 closed out — a net gain of 2 holders — while 0 added to existing stakes and 3 trimmed.

The largest buyer was Cambridge Investment Research Advisors, opening a new position worth an estimated $202K. The largest seller was Susquehanna International Group, cutting an estimated $93.9K.

  • 5 institutional investors held FIRST TR VALUE LINE EQUITY ALLOCATION INDEX FD (FVI) as of Q3 2013, up from 3 in Q2 2013.
  • Funds reported $2.2M of FIRST TR VALUE LINE EQUITY ALLOCATION INDEX FD stock for Q3 2013, up 10% quarter-over-quarter.
  • 2 funds opened new FIRST TR VALUE LINE EQUITY ALLOCATION INDEX FD positions in Q3 2013 and 0 closed out, a net change of +2 holders.
  • The largest FIRST TR VALUE LINE EQUITY ALLOCATION INDEX FD buyer in Q3 2013 was Cambridge Investment Research Advisors, an estimated $202K added.
  • The largest FIRST TR VALUE LINE EQUITY ALLOCATION INDEX FD seller in Q3 2013 was Susquehanna International Group, an estimated $93.9K sold.

Based on aggregated 13F filings for Q3 2013.