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FVL

First TrustValue Line 100 Exchange-Traded

Delisted

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

23 hedge funds and large institutions have $10M invested in First TrustValue Line 100 Exchange-Traded in 2018 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 4

9% more capital invested

Capital invested by funds: $9.23M → $10M (+$823K)

4% less funds holding

Funds holding: 2423 (-1)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
23
Holders Change
-1
Holders Change %
-4.17%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
9
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
1
HL Financial Services
Kentucky
$3.31M -$25.7K -1,088 -0.8%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$1.07M +$151K +6,395 +16%
IFWM
3
Institute for Wealth Management
Colorado
$949K +$23.6K +1,000 +2%
Jane Street
4
Jane Street
New York
$786K +$504K +21,377 +170%
Wells Fargo
5
Wells Fargo
California
$782K -$6.89K -292 -0.9%
Morgan Stanley
6
Morgan Stanley
New York
$750K +$115K +4,874 +18%
Bank of America
7
Bank of America
North Carolina
$479K +$142 +6 +0%
CP
8
Camelot Portfolios
Ohio
$322K -$49.9K -2,116 -13%
OC
9
Oppenheimer & Co
New York
$278K
FNBTCON
10
First National Bank & Trust Co of Newtown
Pennsylvania
$272K -$7.31K -310 -3%
LPL Financial
11
LPL Financial
California
$225K +$7.15K +303 +3%
UBS Group
12
UBS Group
Switzerland
$217K +$29.5K +1,250 +15%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$213K +$44.6K +1,891 +26%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$169K
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$67K +$71 +3 +0.1%
CAL
16
Capital Analysts LLC
Pennsylvania
$56K
CWA
17
Clarus Wealth Advisors
Arizona
$56K
APA
18
American Portfolios Advisors
New York
$17.4K
NFG
19
Next Financial Group
Texas
$9K +$9.44K +400 New
WEC
20
Winslow Evans & Crocker
Massachusetts
$8K
SAM
21
Shamrock Asset Management
Texas
$6K
FHA
22
Flagship Harbor Advisors
Massachusetts
$5K
BCA
23
Bay Colony Advisors
Massachusetts
-$3K -147 Closed

FVL Hedge Fund Activity: Q3 2018 in Review

23 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in First TrustValue Line 100 Exchange-Traded (FVL) for Q3 2018, worth a combined $10M — up 8.9% from $9.23M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of FVL and 1 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 9 added.

The largest buyer was Jane Street, adding an estimated $504K. The largest seller was Camelot Portfolios, cutting an estimated $49.9K.

  • 23 institutional investors held First TrustValue Line 100 Exchange-Traded (FVL) as of Q3 2018, down from 24 in Q2 2018.
  • Funds reported $10M of First TrustValue Line 100 Exchange-Traded stock for Q3 2018, up 8.9% quarter-over-quarter.
  • 1 fund opened new First TrustValue Line 100 Exchange-Traded positions in Q3 2018 and 2 closed out, a net change of -1 holder.
  • The largest First TrustValue Line 100 Exchange-Traded buyer in Q3 2018 was Jane Street, an estimated $504K added.
  • The largest First TrustValue Line 100 Exchange-Traded seller in Q3 2018 was Camelot Portfolios, an estimated $49.9K sold.

Based on aggregated 13F filings for Q3 2018.