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
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
Christina Duncan@Psi Advisors, Llc
Recent Activity
0.15%
$476,680
10,923 shares@ 43.65 avg price
Fredrick Williams@Old Port Advisors
Recent Activity
Decreased -2.15%
0.14%
$459,442
10,528 shares@ 43.65 avg price
Kenneth W Pegher Jr@Sfg Wealth Management, Llc.
Recent Activity
Increased 9.17%
0.25%
$459,055
10,519 shares@ 43.65 avg price
Lorraine Wang@Gamma Investing Llc
Recent Activity
Increased 62.15%
0.04%
$450,888
10,332 shares@ 43.64 avg price
Michael Orzel@Signalpoint Asset Management, Llc
Recent Activity
Decreased -75.88%
0.1%
$410,113
9,398 shares@ 43.64 avg price
Lora Rommel@Ehrlich Financial Group
Recent Activity
0.29%
$402,884
9,232 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
Kim Smith@Columbia Advisory Partners Llc
Recent Activity
Decreased -5.77%
0.37%
$391,625
8,974 shares@ 43.64 avg price