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