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
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Decreased -2.23%
0.08%
$28.092M
643,714 shares@ 43.65 avg price
J. Bradley Zellar@Park National Corp Oh
Recent Activity
Decreased -0.49%
0.79%
$21.437M
491,225 shares@ 43.64 avg price
Kent Keister@Kaye Capital Management
Recent Activity
Increased 0.29%
5.64%
$12.429M
284,807 shares@ 43.65 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Decreased -0.33%
0.03%
$12.753M
280,353 shares@ 45.49 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Decreased -12.1%
0.17%
$5.857M
134,220 shares@ 43.64 avg price
Amanda Ross@Ameritas Advisory Services, Llc
Recent Activity
Decreased -10.66%
0.19%
$5.459M
125,086 shares@ 43.64 avg price
Alex Butters@Towerpoint Wealth, Llc
Recent Activity
Increased 1.13%
2.67%
$5.446M
124,788 shares@ 43.64 avg price
Michael McComb@Arkadios Wealth Advisors
Recent Activity
Decreased -1.53%
0.27%
$4.88M
111,827 shares@ 43.65 avg price
Patrick W McNulty@Ballew Advisors, Inc
Recent Activity
Increased 2.98%
3.05%
$4.78M
111,415 shares@ 42.91 avg price
Raymond P Dean@Harbor Investment Advisory, Llc
Recent Activity
Decreased -1.24%
0.39%
$4.155M
95,218 shares@ 43.65 avg price