FXO

First Trust Financial Alphad

Latest period2024 - Q4Total superinvestors28

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, 28 superinvestors own shares of First Trust Financial Alphad (FXO), 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 Financial Alphad (FXO), 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 Financial Alphad (FXO) 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 Financial Alphad (FXO) 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
Christopher Markos@Choice Wealth Advisors, Llc
Recent Activity
Decreased -2.18%
1.14%
$2.225M
41,107 shares@ 54.14 avg price
Lori L. Fuerstenberg@Koshinski Asset Management, Inc.
Recent Activity
Decreased -0.85%
0.09%
$1.03M
19,033 shares@ 54.13 avg price
Amanda Ross@Ameritas Advisory Services, Llc
Recent Activity
Decreased -1.51%
0.03%
$863,434
15,951 shares@ 54.14 avg price
RAYMOND L. HOBSON@Hf Advisory Group, Llc
Recent Activity
Decreased -7.27%
0.3%
$652,534
12,055 shares@ 54.13 avg price
Ronald Lenihan@Seacrest Wealth Management, Llc
Recent Activity
Decreased -0.76%
0.05%
$430,989
7,962 shares@ 54.14 avg price
Bonnie Larsen@Purus Wealth Management, Llc
Recent Activity
Decreased -1.46%
0.1%
$233,586
4,315 shares@ 54.14 avg price
Allen A. Osgood, Jr.@Financial Freedom, Llc
Recent Activity
Decreased -13.26%
0.12%
$226,541
4,185 shares@ 54.14 avg price
Kimberly A Geary@Bartlett & Co. Wealth Management Llc
Recent Activity
Decreased -18.18%
0.01%
$48,717
900 shares@ 54.13 avg price