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FVL

First TrustValue Line 100 Exchange-Traded

Delisted

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

25 hedge funds and large institutions have $11M invested in First TrustValue Line 100 Exchange-Traded in 2018 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 7

14% less funds holding

Funds holding: 2925 (-4)

67% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 6

82% less capital invested

Capital invested by funds: $60.6M → $11M (-$49.6M)

Holders
25
Holders Change
-4
Holders Change %
-13.79%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
9
Reduced
7
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
1
HL Financial Services
Kentucky
$3.34M +$47.3K +1,970 +1%
Jane Street
2
Jane Street
New York
$1.1M +$817K +34,056 +262%
IFWM
3
Institute for Wealth Management
Colorado
$926K -$19.4K -808 -2%
Wells Fargo
4
Wells Fargo
California
$801K -$3.38M -141,103 -80%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$757K +$432K +17,993 +125%
Morgan Stanley
6
Morgan Stanley
New York
$622K -$484K -20,190 -43%
Bank of America
7
Bank of America
North Carolina
$508K +$14.6K +609 +3%
CP
8
Camelot Portfolios
Ohio
$498K -$33.9K -1,413 -6%
AW
9
ACG Wealth
Georgia
$459K +$16.3K +680 +4%
SAM
10
SignalPoint Asset Management
Missouri
$442K +$20.6K +860 +5%
FNBTCON
11
First National Bank & Trust Co of Newtown
Pennsylvania
$297K -$1.2K -50 -0.4%
OC
12
Oppenheimer & Co
New York
$281K -$172K -7,182 -37%
LPL Financial
13
LPL Financial
California
$223K +$229K +9,530 New
UBS Group
14
UBS Group
Switzerland
$208K +$19.2K +800 +10%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$201K
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$94K +$31.4K +1,308 +48%
IWM
17
IHT Wealth Management
Illinois
$77K -$2.11K -88 -3%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$67K +$24 +1 +0%
CAL
19
Capital Analysts LLC
Pennsylvania
$57K +$58.3K +2,430 New
MOS
20
MGO One Seven
Ohio
$29K
APA
21
American Portfolios Advisors
New York
$17.5K
WEC
22
Winslow Evans & Crocker
Massachusetts
$7.01K
SAM
23
Shamrock Asset Management
Texas
$6K
Bank of Nova Scotia
24
Bank of Nova Scotia
Ontario, Canada
-$46.1M -419,960 Closed
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
-$757K -32,373 Closed

FVL Hedge Fund Activity: Q1 2018 in Review

25 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in First TrustValue Line 100 Exchange-Traded (FVL) for Q1 2018, worth a combined $11M — down 82% from $60.6M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of FVL and 2 opened new positions — a net loss of 4 holders — while 7 trimmed existing stakes and 9 added.

The largest buyer was Jane Street, adding an estimated $817K. The largest seller was Bank of Nova Scotia, exiting entirely with an estimated $46.1M sold.

  • 25 institutional investors held First TrustValue Line 100 Exchange-Traded (FVL) as of Q1 2018, down from 29 in Q4 2017.
  • Funds reported $11M of First TrustValue Line 100 Exchange-Traded stock for Q1 2018, down 82% quarter-over-quarter.
  • 2 funds opened new First TrustValue Line 100 Exchange-Traded positions in Q1 2018 and 6 closed out, a net change of -4 holders.
  • The largest First TrustValue Line 100 Exchange-Traded buyer in Q1 2018 was Jane Street, an estimated $817K added.
  • The largest First TrustValue Line 100 Exchange-Traded seller in Q1 2018 was Bank of Nova Scotia, an estimated $46.1M sold.

Based on aggregated 13F filings for Q1 2018.