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
Janice M. Powell@Diversify Advisory Services, Llc
Recent Activity
Exited
0%
$305,523
6,737 shares@ 45.36 avg price
Kevyn Morgareidge@Hilltop National Bank
Recent Activity
Exited
0%
$72,693
1,598 shares@ 45.49 avg price
Laura West@West Financial Advisors, Llc
Recent Activity
Exited
0%
$32,662
718 shares@ 45.5 avg price
Tina Armada-Eynard@Aspire Private Capital, Llc
Recent Activity
Exited
0%
$10,099
222 shares@ 45.5 avg price
Kelly J Rusch@Steph & Co
Recent Activity
Exited
0%
$7,187
158 shares@ 45.49 avg price
Breann Mataia@Kozak & Associates, Inc.
Recent Activity
Exited
0%
$16
0 shares@ 0.0 avg price