FXG

First Trust Consumer Staples

Latest period2024 - Q4Total superinvestors11

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, 11 superinvestors own shares of First Trust Consumer Staples (FXG), 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 Consumer Staples (FXG), 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 Consumer Staples (FXG) 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 Consumer Staples (FXG) 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
Phillip G. Trueblood@Trueblood Wealth Management, Llc
Recent Activity
0.32%
$645,469
10,076 shares@ 64.07 avg price
Michael Orzel@Signalpoint Asset Management, Llc
Recent Activity
Increased 0.02%
0.15%
$612,493
9,561 shares@ 64.07 avg price
Amanda Ross@Ameritas Advisory Services, Llc
Recent Activity
Decreased -7.31%
0.02%
$354,017
5,526 shares@ 64.07 avg price
Jacob Godfrey@International Assets Investment Management, Llc
Recent Activity
New Position
0.03%
$299,583
4,673 shares@ 64.11 avg price
Todd Penrod@Hbw Advisory Services Llc
Recent Activity
Decreased -37.44%
0.03%
$259,298
4,048 shares@ 64.06 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
0.01%
$212,635
3,112 shares@ 68.33 avg price
Christina Duncan@Psi Advisors, Llc
Recent Activity
Increased 0.5%
0.06%
$180,487
2,818 shares@ 64.05 avg price
Samantha Pierangeli@City State Bank
Recent Activity
0.05%
$124,597
1,945 shares@ 64.07 avg price
Therese C.D. Linden@Bank Of New Hampshire
Recent Activity
0.01%
$38,436
600 shares@ 64.06 avg price
Samuel R. Winch@Winch Advisory Services, Llc
Recent Activity
Increased 0.47%
0.01%
$13,821
216 shares@ 63.99 avg price