First TrustValue Line 100 Exchange-Traded
FVL was delisted on the 11th of December, 2020.
16 hedge funds and large institutions have $9.2M invested in First TrustValue Line 100 Exchange-Traded in 2013 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 3 closing their positions.
20% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 5
5% more capital invested
Capital invested by funds: $8.79M → $9.2M (+$410K)
16% less funds holding
Funds holding: 19 → 16 (-3)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$1.49M |
| 2 |
LPL Financial
San Diego,
California
|
+$330K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$196K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$84K |
| 5 |
HFS
HL Financial Services
Louisville,
Kentucky
|
+$42.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.02M |
| 2 |
SAM
SignalPoint Asset Management
Springfield,
Missouri
|
-$1.01M |
| 3 |
Goldman Sachs
New York
|
-$208K |
| 4 |
FNBTCON
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
-$74K |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$71.5K |
FVL Hedge Fund Activity: Q3 2013 in Review
16 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in First TrustValue Line 100 Exchange-Traded (FVL) for Q3 2013, worth a combined $9.2M — up 4.7% from $8.79M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of FVL and 0 opened new positions — a net loss of 3 holders — while 5 trimmed existing stakes and 6 added.
The largest buyer was Bank of America, adding an estimated $1.49M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.02M sold.
- 16 institutional investors held First TrustValue Line 100 Exchange-Traded (FVL) as of Q3 2013, down from 19 in Q2 2013.
- Funds reported $9.2M of First TrustValue Line 100 Exchange-Traded stock for Q3 2013, up 4.7% quarter-over-quarter.
- 0 funds opened new First TrustValue Line 100 Exchange-Traded positions in Q3 2013 and 3 closed out, a net change of -3 holders.
- The largest First TrustValue Line 100 Exchange-Traded buyer in Q3 2013 was Bank of America, an estimated $1.49M added.
- The largest First TrustValue Line 100 Exchange-Traded seller in Q3 2013 was Susquehanna International Group, an estimated $1.02M sold.
Based on aggregated 13F filings for Q3 2013.