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
Jennifer Street@Claro Advisors Llc
Recent Activity
Decreased -4.2%
0.34%
$2.474M
56,690 shares@ 43.65 avg price
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Decreased -7.76%
0.03%
$2.47M
56,610 shares@ 43.64 avg price
Kelly F. Taylor@Whitaker-myers Wealth Managers, Ltd.
Recent Activity
Decreased -3.81%
0.61%
$2.07M
47,438 shares@ 43.65 avg price
DAVID TODD CLARK@Westside Investment Management, Inc.
Recent Activity
0.36%
$1.679M
38,477 shares@ 43.64 avg price
Molly Crider@Walker Asset Management, Llc
Recent Activity
Increased 1.4%
1.03%
$1.662M
38,073 shares@ 43.65 avg price
Bonnie Larsen@Purus Wealth Management, Llc
Recent Activity
Increased 41.52%
0.59%
$1.475M
33,806 shares@ 43.64 avg price
Steve Corless@Advisornet Financial, Inc
Recent Activity
Decreased -1.17%
0.12%
$1.404M
32,173 shares@ 43.64 avg price
Richard A. Flora@Key Client Fiduciary Advisors, Llc
Recent Activity
Increased 1.77%
0.62%
$1.393M
31,909 shares@ 43.64 avg price
Todd Penrod@Hbw Advisory Services Llc
Recent Activity
Increased 159.5%
0.14%
$1.323M
30,325 shares@ 43.64 avg price
Lori L. Fuerstenberg@Koshinski Asset Management, Inc.
Recent Activity
Decreased -1.88%
0.12%
$1.29M
29,559 shares@ 43.65 avg price