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 $1.44M invested in FIRST TR VALUE LINE EQUITY ALLOCATION INDEX FD in 2014 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
6
Holders Change
–
Holders Change %
0%
% of All Funds
0.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
2
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Morgan Stanley
New York
|
$634K |
| 2 |
U
UBS
Zurich,
Switzerland
|
$52K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
$3K |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
1
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $740K | -$143K | -5,524 | -16% |
|
|
2
Morgan Stanley
New York
| $634K | +$65.9K | +2,537 | +12% |
|
|
U
3
UBS
Zurich,
Switzerland
| $52K | +$42K | +1,601 | +421% |
|
4
Ameriprise
Minneapolis,
Minnesota
| $6K | -$110 | -4 | -2% |
|
|
TRCT
5
Tower Research Capital (TRC)
New York
| $3K | +$3K | +100 | New |
|
6
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$203K | -7,484 | Closed |
|