FAD

First Trust Multi Cap Growth

Latest period2024 - Q4Total superinvestors7

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, 7 superinvestors own shares of First Trust Multi Cap Growth (FAD), 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 Multi Cap Growth (FAD), 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 Multi Cap Growth (FAD) 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 Multi Cap Growth (FAD) 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
Thomas Curtis@Wealth Management Partners, Llc
Recent Activity
Increased 1.57%
1.33%
$3.068M
22,200 shares@ 138.21 avg price
Thomas Anderton@626 Financial, Llc
Recent Activity
0.71%
$1.315M
9,518 shares@ 138.21 avg price
Matthew Heller@Willner & Heller, Llc
Recent Activity
Increased 0.8%
0.48%
$545,059
3,944 shares@ 138.2 avg price
Jacob Godfrey@International Assets Investment Management, Llc
Recent Activity
Decreased -99.22%
0.03%
$319,333
2,301 shares@ 138.79 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
0.01%
$275,825
2,065 shares@ 133.58 avg price
Amanda Ross@Ameritas Advisory Services, Llc
Recent Activity
0.01%
$207,310
1,500 shares@ 138.21 avg price
Stephanie West@Thurston, Springer, Miller, Herd & Titak, Inc.
Recent Activity
Decreased -20.49%
0.01%
$40,381
291 shares@ 138.77 avg price