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
Tammi Ellis@Mutual Advisors, Llc
Recent Activity
Increased 8.68%
0.13%
$4.179M
95,027 shares@ 43.99 avg price
Janine Osterink@Advisory Alpha, Llc
Recent Activity
Decreased -25.5%
0.15%
$4.066M
93,161 shares@ 43.65 avg price
Andy Peters@Goldstein Advisors, Llc
Recent Activity
Decreased -0.21%
0.58%
$3.954M
90,604 shares@ 43.64 avg price
Joyce A. Kruzan@Kaydan Wealth Management, Inc.
Recent Activity
Increased 2.48%
1.2%
$3.607M
82,650 shares@ 43.65 avg price
Randall Eli Joseph@Secure Asset Management, Llc
Recent Activity
Increased 2.58%
0.55%
$3.582M
82,078 shares@ 43.65 avg price
Gregory Clinton@Kraematon Investment Advisors, Inc
Recent Activity
Decreased -1.22%
3.35%
$3.385M
77,571 shares@ 43.65 avg price
Jacob Godfrey@International Assets Investment Management, Llc
Recent Activity
Decreased -97.81%
0.28%
$3.334M
76,743 shares@ 43.45 avg price
Elton Wilcox@Elevated Capital Advisors, Llc
Recent Activity
Decreased -1.77%
0.91%
$3.313M
75,906 shares@ 43.65 avg price
Amanda J Doran@Advance Capital Management, Inc.
Recent Activity
Decreased -2.93%
0.14%
$3.042M
69,701 shares@ 43.65 avg price
Mark Buchanan@Ern Financial, Llc
Recent Activity
Decreased -3.59%
0.42%
$2.789M
63,911 shares@ 43.64 avg price