FVL

First TrustValue Line 100 Exchange-Traded

Delisted

FVL was delisted on the 11th of December, 2020.

20 hedge funds and large institutions have $11.7M invested in First TrustValue Line 100 Exchange-Traded in 2014 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
20
Holders Change
+1
Holders Change %
+5.26%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
5
Reduced
8
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HFS
1
HL Financial Services
Kentucky
$2.86M -$289K -14,983 -9%
Bank of America
2
Bank of America
North Carolina
$2.38M +$188K +9,750 +9%
LPL Financial
3
LPL Financial
California
$1.45M +$218K +11,288 +18%
SAM
4
SignalPoint Asset Management
Missouri
$861K -$117K -6,068 -12%
CWM
5
Concert Wealth Management
California
$718K -$1.01K -53 -0.1%
FHC
6
First Heartland Consultants
Missouri
$625K +$963 +50 +0.2%
Wells Fargo
7
Wells Fargo
California
$595K -$367K -19,022 -38%
U
8
UBS
Switzerland
$438K -$34K -1,763 -7%
FNBTCON
9
First National Bank & Trust Co of Newtown
Pennsylvania
$407K -$578 -30 -0.1%
TH
10
Timber Hill
Connecticut
$406K -$76.2K -3,948 -16%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$272K +$272K +14,105 New
Morgan Stanley
12
Morgan Stanley
New York
$263K +$83.3K +4,329 +46%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$219K -$5.87K -305 -3%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$71K +$46.1K +2,375 +186%
WA
15
Winfield Associates
Ohio
$53K
NES
16
New England Securities
New York
$39K
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$39K
Creative Planning
18
Creative Planning
Kansas
$19K
PAS
19
Partnervest Advisory Services
California
$13K
WEC
20
Winslow Evans & Crocker
Massachusetts
$5.78K