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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 $10.4M invested in First TrustValue Line 100 Exchange-Traded in 2016 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 2727 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

7% less capital invested

Capital invested by funds: $11.2M → $10.4M (-$759K)

33% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 9

Holders
27
Holders Change
Holders Change %
0%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
6
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
1
HL Financial Services
Kentucky
$3.1M +$63.7K +3,248 +2%
LPL Financial
2
LPL Financial
California
$1.29M -$1.29M -65,708 -51%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.07M +$571K +29,147 +123%
Morgan Stanley
4
Morgan Stanley
New York
$946K +$387K +19,743 +74%
CWM
5
Concert Wealth Management
California
$830K +$6.86K +350 +0.9%
Wells Fargo
6
Wells Fargo
California
$456K -$18.1K -926 -4%
SAM
7
SignalPoint Asset Management
Missouri
$422K -$33.5K -1,709 -8%
Bank of America
8
Bank of America
North Carolina
$386K -$14.6K -747 -4%
Jane Street
9
Jane Street
New York
$344K +$332K +16,928 New
FNBTCON
10
First National Bank & Trust Co of Newtown
Pennsylvania
$326K -$20.6K -1,050 -6%
UBS Group
11
UBS Group
Switzerland
$257K -$73.6K -3,757 -23%
OC
12
Oppenheimer & Co
New York
$244K
CP
13
Camelot Portfolios
Ohio
$209K -$31.8K -1,621 -14%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$202K
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$69K
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$62K -$627 -32 -1%
WA
17
Winfield Associates
Ohio
$56K
MFS
18
MSI Financial Services
Massachusetts
$41K
WA
19
WFG Advisors
Texas
$41K +$19.6K +1,001 +100%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$33K +$16.1K +819 +104%
US Bancorp
21
US Bancorp
Minnesota
$14K
EWM
22
Evercore Wealth Management
New York
$10K +$9.8K +500 New
WEC
23
Winslow Evans & Crocker
Massachusetts
$6.1K
Citigroup
24
Citigroup
New York
$4K -$431 -22 -10%
NFG
25
Next Financial Group
Texas
$4K

FVL Hedge Fund Activity: Q2 2016 in Review

27 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in First TrustValue Line 100 Exchange-Traded (FVL) for Q2 2016, worth a combined $10.4M — down 6.8% from $11.2M a quarter earlier.

Fund positioning in FVL was balanced in Q2 2016: 2 funds opened new positions, 2 closed out, 6 added to existing stakes and 9 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $571K. The largest seller was LPL Financial, cutting an estimated $1.29M.

  • 27 institutional investors held First TrustValue Line 100 Exchange-Traded (FVL) as of Q2 2016, unchanged from Q1 2016.
  • Funds reported $10.4M of First TrustValue Line 100 Exchange-Traded stock for Q2 2016, down 6.8% quarter-over-quarter.
  • 2 funds opened new First TrustValue Line 100 Exchange-Traded positions in Q2 2016 and 2 closed out, a net change of 0 holders.
  • The largest First TrustValue Line 100 Exchange-Traded buyer in Q2 2016 was Susquehanna International Group, an estimated $571K added.
  • The largest First TrustValue Line 100 Exchange-Traded seller in Q2 2016 was LPL Financial, an estimated $1.29M sold.

Based on aggregated 13F filings for Q2 2016.