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
Matthew Heller@Willner & Heller, Llc Recent Activity Increased 1.06%	0.73%	$832,492 19,076 shares@ 43.65 avg price	Increased 1.06%
Phillip G. Trueblood@Trueblood Wealth Management, Llc Recent Activity Increased 6.72%	0.38%	$753,619 17,269 shares@ 43.64 avg price	Increased 6.72%
John Taylor-Jones@Private Client Services, Llc Recent Activity Increased 1.92%	0.29%	$530,738 12,162 shares@ 43.64 avg price	Increased 1.92%
Brett Hobbs@Cadent Capital Advisors, Llc Recent Activity Increased 0.2%	0.19%	$528,438 12,109 shares@ 43.65 avg price	Increased 0.2%
Kenneth W Pegher Jr@Sfg Wealth Management, Llc. Recent Activity Increased 9.17%	0.25%	$459,055 10,519 shares@ 43.65 avg price	Increased 9.17%
Lorraine Wang@Gamma Investing Llc Recent Activity Increased 62.15%	0.04%	$450,888 10,332 shares@ 43.64 avg price	Increased 62.15%
Daren Blonski@Fermata Advisors, Llc Recent Activity Increased 0.34%	0.07%	$356,520 8,170 shares@ 43.64 avg price	Increased 0.34%
W. Travis McKinney@Hb Wealth Management, Llc Recent Activity Increased 0.27%	0.01%	$284,785 6,525 shares@ 43.65 avg price	Increased 0.27%
Dorothy L Broadhead@Truewealth Advisors, Llc Recent Activity Increased 2.28%	0.1%	$282,764 6,479 shares@ 43.65 avg price	Increased 2.28%
Loni Adams@Daymark Wealth Partners, Llc Recent Activity Increased 0.07%	0.02%	$275,096 6,304 shares@ 43.64 avg price	Increased 0.07%