FVD

First Trust Value Line Dvd

Latest period2024 - Q4Total superinvestors78

The latest quarter's data is still being updated as more institutional investors submit their 13F reports, so the current information might be incomplete.

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 (%)

The most recent quarter may show incomplete data because not all institutional investors have filed their 13F reports yet.

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

Current New Position Increased Decreased Exited

Superinvestor	Portfolio %	Reported Value	Recent Activity
Kent Keister@Kaye Capital Management Recent Activity Increased 0.29%	5.64%	$12.429M 284,807 shares@ 43.65 avg price	Increased 0.29%
Alex Butters@Towerpoint Wealth, Llc Recent Activity Increased 1.13%	2.67%	$5.446M 124,788 shares@ 43.64 avg price	Increased 1.13%
Patrick W McNulty@Ballew Advisors, Inc Recent Activity Increased 2.98%	3.05%	$4.78M 111,415 shares@ 42.91 avg price	Increased 2.98%
Tammi Ellis@Mutual Advisors, Llc Recent Activity Increased 8.68%	0.13%	$4.179M 95,027 shares@ 43.99 avg price	Increased 8.68%
Joyce A. Kruzan@Kaydan Wealth Management, Inc. Recent Activity Increased 2.48%	1.2%	$3.607M 82,650 shares@ 43.65 avg price	Increased 2.48%
Randall Eli Joseph@Secure Asset Management, Llc Recent Activity Increased 2.58%	0.55%	$3.582M 82,078 shares@ 43.65 avg price	Increased 2.58%
Molly Crider@Walker Asset Management, Llc Recent Activity Increased 1.4%	1.03%	$1.662M 38,073 shares@ 43.65 avg price	Increased 1.4%
Bonnie Larsen@Purus Wealth Management, Llc Recent Activity Increased 41.52%	0.59%	$1.475M 33,806 shares@ 43.64 avg price	Increased 41.52%
Richard A. Flora@Key Client Fiduciary Advisors, Llc Recent Activity Increased 1.77%	0.62%	$1.393M 31,909 shares@ 43.64 avg price	Increased 1.77%
Todd Penrod@Hbw Advisory Services Llc Recent Activity Increased 159.5%	0.14%	$1.323M 30,325 shares@ 43.64 avg price	Increased 159.5%