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
Michael Schremser@Tsfg, Llc
Recent Activity
Decreased -32.14%
0.03%
$98,000
2,428 shares@ 40.37 avg price
Catherine Walker@Pinnacle Bancorp, Inc.
Recent Activity
0.04%
$95,899
2,382 shares@ 40.26 avg price
JENNIFER HANLEY@First Financial Corp In
Recent Activity
0.04%
$75,488
1,875 shares@ 40.27 avg price
DAVID TODD CLARK@Westside Investment Management, Inc.
Recent Activity
0.02%
$52,338
1,300 shares@ 40.26 avg price
BRIAN RALEIGH@Raleigh Capital Management Inc.
Recent Activity
Increased 1.01%
0.02%
$48,412
1,202 shares@ 40.28 avg price
Kerry Harmon@Wolff Wiese Magana Llc
Recent Activity
0.04%
$45,696
1,135 shares@ 40.27 avg price
Todd J Smallwood@Sugarloaf Wealth Management, Llc
Recent Activity
0.01%
$37,299
926 shares@ 40.28 avg price
Steve Corless@Advisornet Financial, Inc
Recent Activity
0.01%
$20,049
498 shares@ 40.26 avg price
Radha Rai@Global Trust Asset Management, Llc
Recent Activity
New Position
0.01%
$16,104
400 shares@ 40.26 avg price
Kevyn Morgareidge@Hilltop National Bank
Recent Activity
0.01%
$7,207
179 shares@ 40.27 avg price