First TrustValue Line 100 Exchange-Traded
FVL was delisted on the 11th of December, 2020.
19 hedge funds and large institutions have $11.3M invested in First TrustValue Line 100 Exchange-Traded in 2013 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
167% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 3
23% more capital invested
Capital invested by funds: $9.2M → $11.3M (+$2.13M)
19% more funds holding
Funds holding: 16 → 19 (+3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
+$570K |
| 2 |
Wells Fargo
San Francisco,
California
|
+$291K |
| 3 |
LPL Financial
San Diego,
California
|
+$185K |
| 4 |
Morgan Stanley
New York
|
+$164K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$137K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$191K |
| 2 |
FNBTCON
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
-$136K |
| 3 |
TH
Timber Hill
Greenwich,
Connecticut
|
-$42.9K |
| 4 |
SAM
SignalPoint Asset Management
Springfield,
Missouri
|
-$17.9K |
FVL Hedge Fund Activity: Q4 2013 in Review
19 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in First TrustValue Line 100 Exchange-Traded (FVL) for Q4 2013, worth a combined $11.3M — up 23% from $9.2M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new FVL positions and 1 closed out — a net gain of 3 holders — while 8 added to existing stakes and 3 trimmed.
The largest buyer was First Heartland Consultants, opening a new position worth an estimated $570K. The largest seller was Credit Suisse, exiting entirely with an estimated $191K sold.
- 19 institutional investors held First TrustValue Line 100 Exchange-Traded (FVL) as of Q4 2013, up from 16 in Q3 2013.
- Funds reported $11.3M of First TrustValue Line 100 Exchange-Traded stock for Q4 2013, up 23% quarter-over-quarter.
- 4 funds opened new First TrustValue Line 100 Exchange-Traded positions in Q4 2013 and 1 closed out, a net change of +3 holders.
- The largest First TrustValue Line 100 Exchange-Traded buyer in Q4 2013 was First Heartland Consultants, an estimated $570K added.
- The largest First TrustValue Line 100 Exchange-Traded seller in Q4 2013 was Credit Suisse, an estimated $191K sold.
Based on aggregated 13F filings for Q4 2013.