FDL

First Trust Morn Dvd Lead In

Latest period2024 - Q4Total superinvestors51

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 (%)

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

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Stephanie West@Org Partners Llc
Recent Activity
Increased 344.25%
0.27%
$1.973M
49,013 shares@ 40.26 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
0.01%
$2.007M
47,846 shares@ 41.95 avg price
Christine McElvania@Quad-cities Investment Group, Llc
Recent Activity
Decreased -7.19%
0.93%
$1.893M
47,009 shares@ 40.26 avg price
Janine Osterink@Advisory Alpha, Llc
Recent Activity
Decreased -15.54%
0.05%
$1.332M
33,084 shares@ 40.27 avg price
Loni Adams@Daymark Wealth Partners, Llc
Recent Activity
Increased 19.75%
0.05%
$1.16M
28,819 shares@ 40.26 avg price
Emily Priebe@Priebe Wealth Holdings Llc
Recent Activity
Increased 11%
0.73%
$1.075M
26,707 shares@ 40.27 avg price
Michael McComb@Arkadios Wealth Advisors
Recent Activity
Increased 3.13%
0.06%
$994,310
24,697 shares@ 40.27 avg price
Aryn Sands@Kmg Fiduciary Partners, Llc
Recent Activity
Increased 1.4%
0.09%
$983,025
24,417 shares@ 40.26 avg price
Dina Villalobos@Moseley Investment Management Inc
Recent Activity
Increased 4.68%
0.19%
$482,436
11,983 shares@ 40.27 avg price
travis weaver@Weaver Consulting Group
Recent Activity
0.15%
$466,211
11,580 shares@ 40.27 avg price