FVI

FIRST TR VALUE LINE EQUITY ALLOCATION INDEX FD

Delisted

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

6 hedge funds and large institutions have $1.73M invested in FIRST TR VALUE LINE EQUITY ALLOCATION INDEX FD in 2014 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
6
Holders Change
+2
Holders Change %
+50%
% of All Funds
0.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
1
Reduced
2
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$921K -$344K -12,695 -27%
Morgan Stanley
2
Morgan Stanley
New York
$592K +$246K +9,077 +71%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$203K +$203K +7,484 New
U
4
UBS
Switzerland
$10K -$20.6K -782 -67%
Ameriprise
5
Ameriprise
Minnesota
$6K +$6K +223 New