FIRST TR VALUE LINE EQUITY ALLOCATION INDEX FD
FVI was delisted on the 8th of January, 2015.
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$202K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$47 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$93.9K |
| 2 |
U
UBS
Zurich,
Switzerland
|
-$21.1K |
| 3 |
CP
Camelot Portfolios
Maumee,
Ohio
|
-$16.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.76M | -$93.9K | -4,033 | -5% |
|
|
CP
2
Camelot Portfolios
Maumee,
Ohio
| $231K | -$16.4K | -703 | -7% |
|
|
3
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $204K | +$202K | +8,660 | New |
|
|
U
4
UBS
Zurich,
Switzerland
| $4K | -$21.1K | -908 | -83% |
|
|
5
Bank of America
Charlotte,
North Carolina
| – | +$47 | +2 | New |
|
FVI Hedge Fund Activity: Q3 2013 in Review
5 of the 3,085 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.