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
Melissa C. Anderson@Pca Investment Advisory Services Inc.
Recent Activity
Decreased -0.6%
0.22%
$461,780
11,470 shares@ 40.26 avg price
JENNIFER SZARO@Xml Financial, Llc
Recent Activity
Decreased -14.94%
0.05%
$445,960
11,077 shares@ 40.26 avg price
Lee McGowan@Monument Group Wealth Advisors, Llc
Recent Activity
0.3%
$416,691
10,350 shares@ 40.26 avg price
William Oldfather@Oldfather Financial Services, Llc
Recent Activity
0.14%
$347,685
8,636 shares@ 40.26 avg price
Jean Elzayek@Householder Group Estate & Retirement Specialist, Llc
Recent Activity
Decreased -3.03%
0.24%
$321,000
7,988 shares@ 40.19 avg price
Michael Brannen@Rda Financial Network
Recent Activity
Increased 0.72%
0.1%
$312,793
7,769 shares@ 40.27 avg price
Jennifer Street@Claro Advisors Llc
Recent Activity
Decreased -1.87%
0.05%
$308,127
7,653 shares@ 40.27 avg price
Eric Hamilton@Avior Wealth Management, Llc
Recent Activity
Increased 1.1%
0.02%
$301,702
7,493 shares@ 40.27 avg price
Ian Armstrong@Clear Harbor Asset Management, Llc
Recent Activity
New Position
0.03%
$298,689
7,419 shares@ 40.27 avg price
Lori L. Fuerstenberg@Koshinski Asset Management, Inc.
Recent Activity
Increased 3.03%
0.03%
$277,354
6,889 shares@ 40.27 avg price