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FVL

First TrustValue Line 100 Exchange-Traded

Delisted

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

27 hedge funds and large institutions have $11.2M invested in First TrustValue Line 100 Exchange-Traded in 2016 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less funds holding

Funds holding: 2927 (-2)

29% less capital invested

Capital invested by funds: $15.9M → $11.2M (-$4.67M)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

45% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 11

Holders
27
Holders Change
-2
Holders Change %
-6.9%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
6
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
1
HL Financial Services
Kentucky
$2.89M -$5.56K -302 -0.2%
LPL Financial
2
LPL Financial
California
$2.48M -$186K -10,094 -7%
RJA
3
Raymond James & Associates
Florida
$948K -$33.8K -1,836 -4%
CWM
4
Concert Wealth Management
California
$791K +$9.85K +535 +1%
Morgan Stanley
5
Morgan Stanley
New York
$520K +$9.15K +497 +2%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$459K +$436K +23,671 New
Wells Fargo
7
Wells Fargo
California
$451K +$31.4K +1,706 +8%
SAM
8
SignalPoint Asset Management
Missouri
$436K -$787K -42,727 -66%
Bank of America
9
Bank of America
North Carolina
$382K -$70.6K -3,832 -16%
FNBTCON
10
First National Bank & Trust Co of Newtown
Pennsylvania
$341K -$3.96K -215 -1%
UBS Group
11
UBS Group
Switzerland
$318K -$42.7K -2,320 -12%
OC
12
Oppenheimer & Co
New York
$232K -$36.8K -2,000 -14%
CP
13
Camelot Portfolios
Ohio
$231K +$219K +11,908 New
FHC
14
First Heartland Consultants
Missouri
$211K -$16.6K -900 -8%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$192K +$24.9K +1,350 +16%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$66K
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$60K -$85.3K -4,633 -60%
WA
18
Winfield Associates
Ohio
$53K
MFS
19
MSI Financial Services
Massachusetts
$39K
WA
20
WFG Advisors
Texas
$19K
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$15K -$8.69K -472 -37%
TRCT
22
Tower Research Capital (TRC)
New York
$14K +$12K +650 +1,300%
US Bancorp
23
US Bancorp
Minnesota
$14K +$13K +708 New
WEC
24
Winslow Evans & Crocker
Massachusetts
$5.81K
Citigroup
25
Citigroup
New York
$4K +$368 +20 +10%

FVL Hedge Fund Activity: Q1 2016 in Review

27 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in First TrustValue Line 100 Exchange-Traded (FVL) for Q1 2016, worth a combined $11.2M — down 29% from $15.9M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of FVL and 3 opened new positions — a net loss of 2 holders — while 11 trimmed existing stakes and 6 added.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $436K. The largest seller was Credit Suisse, exiting entirely with an estimated $2.49M sold.

  • 27 institutional investors held First TrustValue Line 100 Exchange-Traded (FVL) as of Q1 2016, down from 29 in Q4 2015.
  • Funds reported $11.2M of First TrustValue Line 100 Exchange-Traded stock for Q1 2016, down 29% quarter-over-quarter.
  • 3 funds opened new First TrustValue Line 100 Exchange-Traded positions in Q1 2016 and 5 closed out, a net change of -2 holders.
  • The largest First TrustValue Line 100 Exchange-Traded buyer in Q1 2016 was Susquehanna International Group, an estimated $436K added.
  • The largest First TrustValue Line 100 Exchange-Traded seller in Q1 2016 was Credit Suisse, an estimated $2.49M sold.

Based on aggregated 13F filings for Q1 2016.