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FVL

First TrustValue Line 100 Exchange-Traded

Delisted

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

26 hedge funds and large institutions have $8.01M invested in First TrustValue Line 100 Exchange-Traded in 2019 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $7.37M → $8.01M (+$638K)

7% less funds holding

Funds holding: 2826 (-2)

22% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 9

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
26
Holders Change
-2
Holders Change %
-7.14%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
7
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$938K -$88.4K -4,111 -9%
IFWM
2
Institute for Wealth Management
Colorado
$908K -$8.6K -400 -1%
Citadel Advisors
3
Citadel Advisors
Florida
$900K +$395K +18,390 +83%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$699K +$373K +17,367 +123%
Morgan Stanley
5
Morgan Stanley
New York
$678K -$33.5K -1,559 -5%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$635K -$314K -14,599 -34%
Wells Fargo
7
Wells Fargo
California
$525K -$88.3K -4,107 -15%
Bank of America
8
Bank of America
North Carolina
$446K +$22.8K +1,062 +6%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$427K +$224K +10,420 +119%
CP
10
Camelot Portfolios
Ohio
$399K -$1.48K -69 -0.4%
PAG
11
Private Advisor Group
New Jersey
$384K -$17.9K -831 -5%
OC
12
Oppenheimer & Co
New York
$261K
UBS Group
13
UBS Group
Switzerland
$249K -$4.3K -200 -2%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$249K -$1.55K -72 -0.6%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$97K +$25.8K +1,202 +39%
CAL
16
Capital Analysts LLC
Pennsylvania
$85K +$40.9K +1,900 +100%
CIAS
17
Capital Investment Advisory Services
North Carolina
$52K +$36.6K +1,700 +283%
CFGS
18
Concourse Financial Group Securities
Alabama
$25K
APA
19
American Portfolios Advisors
New York
$16.7K
NFG
20
Next Financial Group
Texas
$9K
WEC
21
Winslow Evans & Crocker
Massachusetts
$8K
CL
22
CSS LLC
Illinois
$7K +$6.3K +293 New
SAM
23
Shamrock Asset Management
Texas
$5K
FHA
24
Flagship Harbor Advisors
Massachusetts
$4K
FCMT
25
Founders Capital Management (Texas)
Texas
$2K

FVL Hedge Fund Activity: Q2 2019 in Review

26 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in First TrustValue Line 100 Exchange-Traded (FVL) for Q2 2019, worth a combined $8.01M — up 8.7% from $7.37M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of FVL and 1 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 7 added.

The largest buyer was Citadel Advisors, adding an estimated $395K. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $314K.

  • 26 institutional investors held First TrustValue Line 100 Exchange-Traded (FVL) as of Q2 2019, down from 28 in Q1 2019.
  • Funds reported $8.01M of First TrustValue Line 100 Exchange-Traded stock for Q2 2019, up 8.7% quarter-over-quarter.
  • 1 fund opened new First TrustValue Line 100 Exchange-Traded positions in Q2 2019 and 2 closed out, a net change of -1 holder.
  • The largest First TrustValue Line 100 Exchange-Traded buyer in Q2 2019 was Citadel Advisors, an estimated $395K added.
  • The largest First TrustValue Line 100 Exchange-Traded seller in Q2 2019 was Cambridge Investment Research Advisors, an estimated $314K sold.

Based on aggregated 13F filings for Q2 2019.