FVD

First Trust Value Line Dvd

Latest period2024 - Q4Total superinvestors78

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, 78 superinvestors own shares of First Trust Value Line Dvd (FVD), 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 Value Line Dvd (FVD), 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 Value Line Dvd (FVD) 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 Value Line Dvd (FVD) 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
Benjamin S. Littman@Pure Financial Advisors, Llc
Recent Activity
New Position
0.01%
$296,927
6,804 shares@ 43.65 avg price
Daken Vanderburg@Massmutual Private Wealth & Trust, Fsb
Recent Activity
New Position
0.01%
$28,235
647 shares@ 43.64 avg price
Scott Boyce@Decker Retirement Planning Inc.
Recent Activity
New Position
0.01%
$16,583
380 shares@ 43.64 avg price