FVL

First TrustValue Line 100 Exchange-Traded
FVL

Overview Fund Activity
Delisted

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

Back to rankings

18 hedge funds and large institutions have $8.72M invested in First TrustValue Line 100 Exchange-Traded in 2020 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
18
Holders Change
-2
Holders Change %
-10%
% of All Funds
0.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
4
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$3.02M
2
TIM
Total Investment Management
Arizona
+$464K
3
Citadel Advisors
Citadel Advisors
Florida
+$246K
4
KWM
Kingsview Wealth Management
Oregon
+$144K
5
CFGS
Concourse Financial Group Securities
Alabama
+$61.5K

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$872K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$584K
3
OC
Oppenheimer & Co
New York
-$248K
4
Jane Street
Jane Street
New York
-$140K
5
Bank of America
Bank of America
North Carolina
-$132K
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$3.02M +$3.02M +137,188 New
Citadel Advisors
2
Citadel Advisors
Florida
$997K +$246K +11,163 +33%
IFWM
3
Institute for Wealth Management
Colorado
$767K -$9.59K -435 -1%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$599K -$872K -39,548 -59%
Bank of America
5
Bank of America
North Carolina
$590K -$132K -6,000 -18%
Morgan Stanley
6
Morgan Stanley
New York
$552K -$10K -454 -2%
TIM
7
Total Investment Management
Arizona
$464K +$464K +21,879 New
KWM
8
Kingsview Wealth Management
Oregon
$372K +$144K +6,562 +63%
Jane Street
9
Jane Street
New York
$342K -$140K -6,365 -29%
CP
10
Camelot Portfolios
Ohio
$304K -$57K -2,590 -16%
UBS Group
11
UBS Group
Switzerland
$192K -$7.72K -350 -4%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$192K +$485 +22 +0.3%
CFGS
13
Concourse Financial Group Securities
Alabama
$144K +$61.5K +2,798 +74%
Osaic Holdings
14
Osaic Holdings
Arizona
$75K -$4.18K -190 -5%
Wells Fargo
15
Wells Fargo
California
$45K -$4.56K -210 -9%
CAL
16
Capital Analysts LLC
Pennsylvania
$42K – – –
APA
17
American Portfolios Advisors
New York
$16.5K – – –
WEC
18
Winslow Evans & Crocker
Massachusetts
$7K – – –
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
– -$584K -27,628 Closed
OC
20
Oppenheimer & Co
New York
– -$248K -11,750 Closed
TI
21
tru Independence
Oregon
– -$32 -1,493 Closed
SFPG
22
Stonebridge Financial Planning Group
Florida
– -$6K -275 Closed