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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 $6.56M invested in First TrustValue Line 100 Exchange-Traded in 2019 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% less funds holding

Funds holding: 2623 (-3)

18% less capital invested

Capital invested by funds: $8.01M → $6.56M (-$1.45M)

38% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 8

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
23
Holders Change
-3
Holders Change %
-11.54%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
5
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
1
Citadel Advisors
Florida
$925K +$21.8K +971 +2%
IFWM
2
Institute for Wealth Management
Colorado
$911K
Morgan Stanley
3
Morgan Stanley
New York
$682K +$1.28K +57 +0.2%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$596K -$41.4K -1,844 -6%
Wells Fargo
5
Wells Fargo
California
$534K +$6.6K +294 +1%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$525K -$178K -7,934 -25%
Bank of America
7
Bank of America
North Carolina
$457K +$10.3K +458 +2%
VF
8
Virtu Financial
New York
$265K +$266K +11,864 New
OC
9
Oppenheimer & Co
New York
$262K
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$249K -$629 -28 -0.3%
UBS Group
11
UBS Group
Switzerland
$246K -$4.49K -200 -2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$245K -$185K -8,237 -43%
LPL Financial
13
LPL Financial
California
$230K +$231K +10,295 New
PAG
14
Private Advisor Group
New Jersey
$213K -$173K -7,721 -45%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$85K -$11.2K -498 -12%
CIAS
16
Capital Investment Advisory Services
North Carolina
$51K
CAL
17
Capital Analysts LLC
Pennsylvania
$42K -$42.7K -1,900 -50%
APA
18
American Portfolios Advisors
New York
$16.7K
NFG
19
Next Financial Group
Texas
$9K
WEC
20
Winslow Evans & Crocker
Massachusetts
$8K
SAM
21
Shamrock Asset Management
Texas
$5K +$22 +1 +0.4%
FHA
22
Flagship Harbor Advisors
Massachusetts
$4K
FCMT
23
Founders Capital Management (Texas)
Texas
$2K
Jane Street
24
Jane Street
New York
-$938K -42,182 Closed
CP
25
Camelot Portfolios
Ohio
-$399K -17,957 Closed

FVL Hedge Fund Activity: Q3 2019 in Review

23 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in First TrustValue Line 100 Exchange-Traded (FVL) for Q3 2019, worth a combined $6.56M — down 18% from $8.01M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of FVL and 2 opened new positions — a net loss of 3 holders — while 8 trimmed existing stakes and 5 added.

The largest buyer was Virtu Financial, opening a new position worth an estimated $266K. The largest seller was Jane Street, exiting entirely with an estimated $938K sold.

  • 23 institutional investors held First TrustValue Line 100 Exchange-Traded (FVL) as of Q3 2019, down from 26 in Q2 2019.
  • Funds reported $6.56M of First TrustValue Line 100 Exchange-Traded stock for Q3 2019, down 18% quarter-over-quarter.
  • 2 funds opened new First TrustValue Line 100 Exchange-Traded positions in Q3 2019 and 5 closed out, a net change of -3 holders.
  • The largest First TrustValue Line 100 Exchange-Traded buyer in Q3 2019 was Virtu Financial, an estimated $266K added.
  • The largest First TrustValue Line 100 Exchange-Traded seller in Q3 2019 was Jane Street, an estimated $938K sold.

Based on aggregated 13F filings for Q3 2019.