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
Ronald Lenihan@Seacrest Wealth Management, Llc
Recent Activity
0.05%
$385,537
8,834 shares@ 43.65 avg price
Richard K. Oring@New Century Financial Group, Llc
Recent Activity
Decreased -5.75%
0.16%
$365,834
8,383 shares@ 43.64 avg price
Daren Blonski@Fermata Advisors, Llc
Recent Activity
Increased 0.34%
0.07%
$356,520
8,170 shares@ 43.64 avg price
Stephanie West@Org Partners Llc
Recent Activity
Decreased -1.27%
0.05%
$338,034
7,746 shares@ 43.64 avg price
Patricia Hatzfeld@Ritholtz Wealth Management
Recent Activity
Decreased -34.84%
0.01%
$333,560
7,643 shares@ 43.65 avg price
Michael Brannen@Rda Financial Network
Recent Activity
Decreased -3.22%
0.1%
$327,867
7,513 shares@ 43.64 avg price
Benjamin S. Littman@Pure Financial Advisors, Llc
Recent Activity
New Position
0.01%
$296,927
6,804 shares@ 43.65 avg price
W. Travis McKinney@Hb Wealth Management, Llc
Recent Activity
Increased 0.27%
0.01%
$284,785
6,525 shares@ 43.65 avg price
Dorothy L Broadhead@Truewealth Advisors, Llc
Recent Activity
Increased 2.28%
0.1%
$282,764
6,479 shares@ 43.65 avg price
Loni Adams@Daymark Wealth Partners, Llc
Recent Activity
Increased 0.07%
0.02%
$275,096
6,304 shares@ 43.64 avg price