FVI
FIRST TR VALUE LINE EQUITY ALLOCATION INDEX FD
Delisted
FVI was delisted on the 8th of January, 2015.
8 hedge funds and large institutions have $1.87M invested in FIRST TR VALUE LINE EQUITY ALLOCATION INDEX FD in 2014 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 0 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more capital invested
Capital invested by funds: $ → $
Holders
8
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$408K | |
| 2 | +$332K | |
| 3 | +$243K | |
| 4 |
NPC
National Planning Corporation
El Segundo,
California
|
+$43.9K |
| 5 |
WA
WFG Advisors
Dallas,
Texas
|
+$18K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.08M |
|
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2
Bank of America
Charlotte,
North Carolina
| $408K |
|
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|
CP
3
Camelot Portfolios
Maumee,
Ohio
| $243K |
|
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4
UBS Group
Zurich,
Switzerland
| $74K |
|
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|
NPC
5
National Planning Corporation
El Segundo,
California
| $43.9K |
|
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|
WA
6
WFG Advisors
Dallas,
Texas
| $18K |
|
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|
TRCT
7
Tower Research Capital (TRC)
New York
| $4K |
|
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8
Morgan Stanley
New York
| – |
|
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9
Ameriprise
Minneapolis,
Minnesota
| – |
|