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
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 2.64%
0.07%
$23.381M
580,744 shares@ 40.27 avg price
Richard A. Flora@Key Client Fiduciary Advisors, Llc
Recent Activity
Decreased -1.83%
3.11%
$7.039M
174,835 shares@ 40.27 avg price
Jacob Godfrey@International Assets Investment Management, Llc
Recent Activity
Decreased -97.71%
0.42%
$5.019M
124,627 shares@ 40.27 avg price
Elton Wilcox@Elevated Capital Advisors, Llc
Recent Activity
Decreased -2.05%
1.29%
$4.727M
117,403 shares@ 40.26 avg price
Andrew Lewis@Genesis Private Wealth, Llc
Recent Activity
New Position
2.24%
$4.059M
100,818 shares@ 40.27 avg price
Collin Randall@Bennett Associates Wealth Management
Recent Activity
Increased 5.06%
3.2%
$3.852M
95,673 shares@ 40.27 avg price
Ted S Rich@Rivertree Advisors, Llc
Recent Activity
Increased 855.17%
2.1%
$3.184M
79,078 shares@ 40.26 avg price
Jeremiah Winters@Founders Grove Wealth Partners, Llc
Recent Activity
New Position
0.91%
$3.141M
78,011 shares@ 40.27 avg price
Amanda Ross@Ameritas Advisory Services, Llc
Recent Activity
Decreased -1.38%
0.08%
$2.29M
56,877 shares@ 40.26 avg price
Doug Moe@Teamwork Financial Advisors, Llc
Recent Activity
Decreased -19.41%
0.26%
$1.98M
49,190 shares@ 40.27 avg price