First Trust Value Line Dvd
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
| Superinvestor | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
Melissa C. Anderson@Pca Investment Advisory Services Inc.
| 0.12% | $258,843 5,931 shares@ 43.65 avg price | Increased 0.33% |
Brent P. Nicks@Accelerate Investment Advisors Llc
| 0.21% | $236,430 5,418 shares@ 43.64 avg price | Increased 11.72% |
Catherine Walker@Pinnacle Bancorp, Inc.
| 0.08% | $226,666 5,194 shares@ 43.64 avg price | Increased 2.17% |
Steven C. Merrell@Monterey Private Wealth, Inc.
| 0.07% | $202,210 4,634 shares@ 43.64 avg price | Increased 0.2% |
Stephanie West@Thurston, Springer, Miller, Herd & Titak, Inc.
| 0.02% | $62,833 1,439 shares@ 43.67 avg price | Increased 72.34% |
BRIAN RALEIGH@Raleigh Capital Management Inc.
| 0.02% | $46,614 1,068 shares@ 43.65 avg price | Increased 0.95% |