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First Trust Value Line R & Ibbotson Equity Allocation Fund (FVI)

Stock chart
Ticker: FVI


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Purchase Sale Planned purchase Planned sale Net purchase Net sale Activity signal Earnings
Top insiders
Trades
ERICKSON RICHARD E
1 sale — total 2,060 USD
Sale 24 Mar 2006
Value US$2,490,544.10 | Price 78.24 | Shares 55,701
Buy 28 Dec 2005
Value US$869,473.76 | Price 130.32 | Shares 1,904
Buy 28 Dec 2005
Value US$3,991.00 | Price 19.96 | Shares 200
Sale 23 Dec 2005
Value US$104,795.40 | Price 20.01 | Shares 5,236
Buy 23 Dec 2004
Value US$9,805.00 | Price 19.61 | Shares 500
Buy 7 Dec 2004
Value US$1,954.00 | Price 19.54 | Shares 100
Buy 11 Nov 2004
Value US$14,752.00 | Price 18.44 | Shares 800
Buy 17 Jun 2004
Value US$4,212.50 | Price 16.85 | Shares 250
Buy 17 Jun 2004
Value US$4,225.00 | Price 16.90 | Shares 250
Buy 16 Jun 2004
Value US$12,810.00 | Price 17.08 | Shares 750
Buy 8 Jun 2004
Value US$17,350.00 | Price 17.35 | Shares 1,000
Abbreviations B: Buy, S: Sell, PP: Planned purchase, PlS: Planned sale, PrS: Proposed sale, O: Option / Other
Notification date Transaction date B/S Transaction type Insider and/or position Nb. shares
Price
Value
Number of shares Price Value Details
2006-03-28 2006-03-24 S Sale ERICKSON RICHARD E Non-Executive Director
55,701 +7.9%
78.24
US$2,490,544
55,701 +7.9% 78.24 US$2,490,544
2005-12-30 2005-12-28 B Purchase ERICKSON RICHARD E Non-Executive Director
1,904 -33.3%
130.32
US$869,474
1,904 -33.3% 130.32 US$869,474
2005-12-28 2005-12-28 B Purchase TESTIN ROGER

Senior Vice President

Officer
45,960 +26.5%
63.32
US$1,490,468
45,960 +26.5% 63.32 US$1,490,468
2005-12-28 2005-12-23 S Sale FIRST TRUST PORTFOLIOS LP

Affil. of Issuer's Advisor

5,236 -100.0%
20.01
US$104,795
5,236 -100.0% 20.01 US$104,795
2004-12-23 2004-12-23 B Purchase OSTER DAVID M Non-Executive Director
500 +50.0%
19.61
US$9,805
500 +50.0% 19.61 US$9,805
2004-12-07 2004-12-07 B Purchase ERICKSON RICHARD E Non-Executive Director
100 +inf%
19.54
US$1,954
100 +inf% 19.54 US$1,954
2004-11-12 2004-11-11 B Purchase KADLEC THOMAS R Non-Executive Director
800 +inf%
18.44
US$14,752
800 +inf% 18.44 US$14,752
2004-06-17 2004-06-17 B Purchase BOWEN JAMES A

President

Executive Director
250 +25.0%
16.85
US$4,212
250 +25.0% 16.85 US$4,212
2004-06-17 2004-06-17 B Purchase BOWEN JAMES A

President

Executive Director
250 +33.3%
16.90
US$4,225
250 +33.3% 16.90 US$4,225
2004-06-16 2004-06-16 B Purchase BOWEN JAMES A

President

Executive Director
750 +inf%
17.08
US$12,810
750 +inf% 17.08 US$12,810
2004-06-09 2004-06-08 B Purchase OSTER DAVID M Non-Executive Director
1,000 +inf%
17.35
US$17,350
1,000 +inf% 17.35 US$17,350
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