FDL

First Trust Morn Dvd Lead In

Latest period2024 - Q4Total superinvestors51

The latest quarter's data is still being updated as more institutional investors submit their 13F reports, so the current information might be incomplete.

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 51 superinvestors own shares of First Trust Morn Dvd Lead In (FDL), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

The most recent quarter may show incomplete data because not all institutional investors have filed their 13F reports yet.

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding First Trust Morn Dvd Lead In (FDL), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with First Trust Morn Dvd Lead In (FDL) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with First Trust Morn Dvd Lead In (FDL) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

Current New Position Increased Decreased Exited

Superinvestor	Portfolio %	Reported Value	Recent Activity
Erin E Antill@Janney Montgomery Scott Llc Recent Activity Increased 2.64%	0.07%	$23.381M 580,744 shares@ 40.27 avg price	Increased 2.64%
Collin Randall@Bennett Associates Wealth Management Recent Activity Increased 5.06%	3.2%	$3.852M 95,673 shares@ 40.27 avg price	Increased 5.06%
Ted S Rich@Rivertree Advisors, Llc Recent Activity Increased 855.17%	2.1%	$3.184M 79,078 shares@ 40.26 avg price	Increased 855.17%
Stephanie West@Org Partners Llc Recent Activity Increased 344.25%	0.27%	$1.973M 49,013 shares@ 40.26 avg price	Increased 344.25%
Loni Adams@Daymark Wealth Partners, Llc Recent Activity Increased 19.75%	0.05%	$1.16M 28,819 shares@ 40.26 avg price	Increased 19.75%
Emily Priebe@Priebe Wealth Holdings Llc Recent Activity Increased 11%	0.73%	$1.075M 26,707 shares@ 40.27 avg price	Increased 11%
Michael McComb@Arkadios Wealth Advisors Recent Activity Increased 3.13%	0.06%	$994,310 24,697 shares@ 40.27 avg price	Increased 3.13%
Aryn Sands@Kmg Fiduciary Partners, Llc Recent Activity Increased 1.4%	0.09%	$983,025 24,417 shares@ 40.26 avg price	Increased 1.4%
Dina Villalobos@Moseley Investment Management Inc Recent Activity Increased 4.68%	0.19%	$482,436 11,983 shares@ 40.27 avg price	Increased 4.68%
Michael Brannen@Rda Financial Network Recent Activity Increased 0.72%	0.1%	$312,793 7,769 shares@ 40.27 avg price	Increased 0.72%