First Trust Value Line Equity Allocation Index(sm)Fund Institutional Ownership

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FVI 
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Company Details

Institutional Ownership
Type Value
Total Shares Out Standing (millions):
Market Capitalization ($ millions): $2
Institutional Ownership: 38.84%
Price (as of 12/31/2013) 25.56

Ownership Summary

Ownership Analysis # of Holders Shares
Total Shares Held: 6 77,681
New Positions: 1 1,018
Increased Positions: 3 1,462
Decreased Positions: 2 16,983
Holders With Activity: 5 18,445
Sold Out Positions: 1 188

Institutional Holdings information for FVI is filed by major institutions on form 13-F with the Securities and Exchange Commission. Learn more about the information on this page in the help area for Institutional Holdings.

6 Institutional Holders
77,681 Total Shares Held

Click on the column header links to resort ascending (▲) or descending (▼).
Owner Name Date Shared Held Change (Shares) Change (%) Value (in 1,000s)
SUSQUEHANNA INTERNATIONAL GROUP, LLP 12/31/2013 57,759 (16,795) (22.53) 1,476
CAMELOT PORTFOLIOS, LLC 12/31/2013 10,091 293 2.99 258
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 12/31/2013 8,660 0 0.00 221
MORGAN STANLEY 12/31/2013 1,018 1,018 New 26
BANK OF AMERICA CORP /DE/ 12/31/2013 153 151 7,550 4
UBS AG 12/31/2013 0 (188) Sold Out