First TrustValue Line 100 Exchange-Traded
FVL was delisted on the 11th of December, 2020.
27 hedge funds and large institutions have $12.7M invested in First TrustValue Line 100 Exchange-Traded in 2017 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
14% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 7
4% more funds holding
Funds holding: 26 → 27 (+1)
0% less capital invested
Capital invested by funds: $12.7M → $12.7M (-$34K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$242K |
| 2 |
SI
SII Investments
Appleton,
Wisconsin
|
+$218K |
| 3 |
Morgan Stanley
New York
|
+$54.6K |
| 4 |
SAM
SignalPoint Asset Management
Springfield,
Missouri
|
+$48.6K |
| 5 |
OC
Oppenheimer & Co
New York
|
+$17.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MSAM
Moloney Securities Asset Management
Manchester,
Missouri
|
-$299K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$201K |
| 3 |
HFS
HL Financial Services
Louisville,
Kentucky
|
-$49.2K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$17.9K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$16.4K |
FVL Hedge Fund Activity: Q1 2017 in Review
27 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in First TrustValue Line 100 Exchange-Traded (FVL) for Q1 2017, worth a combined $12.7M — down 0.27% from $12.7M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new FVL positions and 1 closed out — a net gain of 2 holders — while 8 added to existing stakes and 7 trimmed.
The largest buyer was LPL Financial, opening a new position worth an estimated $242K. The largest seller was Moloney Securities Asset Management, exiting entirely with an estimated $299K sold.
- 27 institutional investors held First TrustValue Line 100 Exchange-Traded (FVL) as of Q1 2017, up from 26 in Q4 2016.
- Funds reported $12.7M of First TrustValue Line 100 Exchange-Traded stock for Q1 2017, down 0.27% quarter-over-quarter.
- 3 funds opened new First TrustValue Line 100 Exchange-Traded positions in Q1 2017 and 1 closed out, a net change of +2 holders.
- The largest First TrustValue Line 100 Exchange-Traded buyer in Q1 2017 was LPL Financial, an estimated $242K added.
- The largest First TrustValue Line 100 Exchange-Traded seller in Q1 2017 was Moloney Securities Asset Management, an estimated $299K sold.
Based on aggregated 13F filings for Q1 2017.