FVL

First TrustValue Line 100 Exchange-Traded
FVL

Overview Fund Activity
Delisted

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

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24 hedge funds and large institutions have $9.23M invested in First TrustValue Line 100 Exchange-Traded in 2018 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
24
Holders Change
-1
Holders Change %
-4%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
4
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$173K
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$74.9K
3
CWA
Clarus Wealth Advisors
Arizona
+$56K
4
HFS
HL Financial Services
Kentucky
+$28.9K
5
Morgan Stanley
Morgan Stanley
New York
+$21.5K

Top Sellers

1
Jane Street
Jane Street
New York
-$795K
2
AW
ACG Wealth
Georgia
-$459K
3
SAM
SignalPoint Asset Management
Missouri
-$442K
4
CP
Camelot Portfolios
Ohio
-$122K
5
IWM
IHT Wealth Management
Illinois
-$77K
Name Holding Trade Value Shares
Change 		Shares
Change %
HFS
1
HL Financial Services
Kentucky
$3.32M +$28.9K +1,254 +0.9%
IFWM
2
Institute for Wealth Management
Colorado
$922K -$11.7K -509 -1%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$918K +$173K +7,514 +23%
Wells Fargo
4
Wells Fargo
California
$785K -$3.85K -167 -0.5%
Morgan Stanley
5
Morgan Stanley
New York
$635K +$21.5K +932 +4%
Bank of America
6
Bank of America
North Carolina
$476K -$24.9K -1,079 -5%
CP
7
Camelot Portfolios
Ohio
$369K -$122K -5,291 -25%
Jane Street
8
Jane Street
New York
$290K -$795K -34,481 -73%
FNBTCON
9
First National Bank & Trust Co of Newtown
Pennsylvania
$278K -$15.6K -675 -5%
OC
10
Oppenheimer & Co
New York
$276K – – –
LPL Financial
11
LPL Financial
California
$217K -$2.26K -98 -1%
UBS Group
12
UBS Group
Switzerland
$187K -$18.4K -800 -9%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$168K -$29.5K -1,280 -15%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$168K +$74.9K +3,254 +81%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$67K – – –
CAL
16
Capital Analysts LLC
Pennsylvania
$56K – – –
CWA
17
Clarus Wealth Advisors
Arizona
$56K +$56K +2,406 New
APA
18
American Portfolios Advisors
New York
$17.3K – – –
WEC
19
Winslow Evans & Crocker
Massachusetts
$8K – – –
SAM
20
Shamrock Asset Management
Texas
$6K – – –
FHA
21
Flagship Harbor Advisors
Massachusetts
$4K +$4K +200 New
BCA
22
Bay Colony Advisors
Massachusetts
$3K +$3K +147 New
AW
23
ACG Wealth
Georgia
– -$459K -19,640 Closed
SAM
24
SignalPoint Asset Management
Missouri
– -$442K -18,900 Closed
IWM
25
IHT Wealth Management
Illinois
– -$77K -3,385 Closed