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
Maxim Meyers@Octavia Wealth Advisors, Llc
Recent Activity
Decreased -3.92%
0.13%
$1.031M
23,623 shares@ 43.64 avg price
David J. Middleton@Murphy, Middleton, Hinkle & Parker, Inc.
Recent Activity
Decreased -2.05%
0.42%
$736,136
16,868 shares@ 43.65 avg price
Noah Seidenberg@Inspirion Wealth Advisors, Llc
Recent Activity
Decreased -0.91%
0.1%
$658,614
15,214 shares@ 43.29 avg price
Theresa Fanning@Clarus Wealth Advisors
Recent Activity
Decreased -2.94%
0.33%
$648,819
15,124 shares@ 42.9 avg price
Aryn Sands@City Center Advisors, Llc
Recent Activity
Decreased -46.72%
0.7%
$623,166
14,280 shares@ 43.64 avg price
Ashleigh C. Swayze@Bernardo Wealth Planning Llc
Recent Activity
Decreased -15.04%
0.13%
$511,224
11,998 shares@ 42.61 avg price
Michael Little@Grant Grossmendelsohn, Llc
Recent Activity
Decreased -11.86%
0.27%
$515,300
11,808 shares@ 43.64 avg price
Fredrick Williams@Old Port Advisors
Recent Activity
Decreased -2.15%
0.14%
$459,442
10,528 shares@ 43.65 avg price
Michael Orzel@Signalpoint Asset Management, Llc
Recent Activity
Decreased -75.88%
0.1%
$410,113
9,398 shares@ 43.64 avg price
Doug Baxley@Merit Financial Group, Llc
Recent Activity
Decreased -16.46%
0.01%
$400,949
9,188 shares@ 43.64 avg price