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
Jacob Godfrey@International Assets Investment Management, Llc
Recent Activity
New Position
0.19%
$2.247M
41,624 shares@ 53.99 avg price
Victor Davis@Davis Investment Partners, Llc
Recent Activity
New Position
0.41%
$970,050
18,467 shares@ 52.53 avg price
Grant Donaldson@Tudor Financial Inc.
Recent Activity
New Position
0.49%
$822,300
15,192 shares@ 54.13 avg price
Jason MacGregor@Minichmacgregor Wealth Management, Llc
Recent Activity
New Position
0.15%
$698,818
12,910 shares@ 54.13 avg price
Dorothy L Broadhead@Truewealth Advisors, Llc
Recent Activity
New Position
0.12%
$335,293
6,194 shares@ 54.14 avg price