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
Stephanie West@Thurston, Springer, Miller, Herd & Titak, Inc.
Recent Activity
Increased 72.34%
0.02%
$62,833
1,439 shares@ 43.67 avg price
Debbie Hall@Future Financial Wealth Managment Llc
Recent Activity
0.05%
$57,823
1,325 shares@ 43.64 avg price
Aman Bhangu@Pacifica Partners Inc.
Recent Activity
Decreased -18.81%
0.03%
$46,883
1,079 shares@ 43.46 avg price
BRIAN RALEIGH@Raleigh Capital Management Inc.
Recent Activity
Increased 0.95%
0.02%
$46,614
1,068 shares@ 43.65 avg price
Daken Vanderburg@Massmutual Private Wealth & Trust, Fsb
Recent Activity
New Position
0.01%
$28,235
647 shares@ 43.64 avg price
Scott Boyce@Decker Retirement Planning Inc.
Recent Activity
New Position
0.01%
$16,583
380 shares@ 43.64 avg price
David B. Rea@Salem Investment Counselors Inc
Recent Activity
0.01%
$6,459
148 shares@ 43.65 avg price
Paul B Ordonio@Park Place Capital Corp
Recent Activity
Decreased -100%
0%
$0
0 shares@ 0.0 avg price