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
Holders
8
Holders Change
+2
Holders Change %
+33.33%
% of All Funds
0.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
3
Reduced
–
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
Morgan Stanley
New York
|
$0 |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
$0 |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
1
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.08M | +$332K | +12,725 | +45% |
|
2
Bank of America
Charlotte,
North Carolina
| $408K | +$408K | +15,637 | +781,850% |
|
|
CP
3
Camelot Portfolios
Maumee,
Ohio
| $243K | +$243K | +9,309 | New |
|
4
UBS Group
Zurich,
Switzerland
| $74K | +$74K | +2,813 | New |
|
|
NPC
5
National Planning Corporation
El Segundo,
California
| $43.9K | +$43.9K | +1,720 | New |
|
|
WA
6
WFG Advisors
Dallas,
Texas
| $18K | +$18K | +700 | New |
|
|
TRCT
7
Tower Research Capital (TRC)
New York
| $4K | +$1.5K | +60 | +60% |
|
|
8
Morgan Stanley
New York
| – | -$634K | -24,413 | Closed |
|
|
9
Ameriprise
Minneapolis,
Minnesota
| – | -$6K | -219 | Closed |
|