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
Fredrick Williams@Old Port Advisors
Recent Activity
Decreased -3.35%
0.08%
$261,287
6,490 shares@ 40.26 avg price
Anita K Bost@Heartwood Wealth Advisors Llc
Recent Activity
0.03%
$251,464
6,246 shares@ 40.27 avg price
Tammi Ellis@Mutual Advisors, Llc
Recent Activity
Decreased -6.11%
0.01%
$253,860
6,213 shares@ 40.86 avg price
Crystal Kelly@Sterling Investment Management, Llc
Recent Activity
0.19%
$233,508
5,800 shares@ 40.26 avg price
Teresa Devick@Bond & Devick Financial Network, Inc.
Recent Activity
0.1%
$231,186
5,511 shares@ 41.95 avg price
Ashleigh Swayze@Bcs Wealth Management
Recent Activity
New Position
0.06%
$221,000
5,501 shares@ 40.18 avg price
Matt Lovett@Brookstone Capital Management
Recent Activity
Decreased -1.05%
0.01%
$204,279
5,074 shares@ 40.26 avg price
Christina Duncan@Psi Advisors, Llc
Recent Activity
Increased 0.91%
0.06%
$184,254
4,577 shares@ 40.26 avg price
Stephanie West@Thurston, Springer, Miller, Herd & Titak, Inc.
Recent Activity
Increased 18.87%
0.04%
$164,855
4,095 shares@ 40.26 avg price
Lorraine Wang@Gamma Investing Llc
Recent Activity
0.01%
$103,267
2,565 shares@ 40.27 avg price