FVI
FIRST TR VALUE LINE EQUITY ALLOCATION INDEX FD
Delisted
FVI was delisted on the 8th of January, 2015.
4 hedge funds and large institutions have $1.58M invested in FIRST TR VALUE LINE EQUITY ALLOCATION INDEX FD in 2014 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
4
Holders Change
-1
Holders Change %
-20%
% of All Funds
0.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
1
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Morgan Stanley
New York
|
$334K |
| 2 |
U
UBS
Zurich,
Switzerland
|
$30K |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
1
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.22M | -$288K | -11,042 | -19% |
|
|
2
Morgan Stanley
New York
| $334K | +$307K | +11,781 | +1,157% |
|
|
U
3
UBS
Zurich,
Switzerland
| $30K | +$30K | +1,162 | New |
|
|
CP
4
Camelot Portfolios
Maumee,
Ohio
| – | -$259K | -10,091 | Closed |
|
5
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$223K | -8,660 | Closed |
|