FXO

First Trust Financial Alphad

Latest period2024 - Q4Total superinvestors28

The latest quarter's data is still being updated as more institutional investors submit their 13F reports, so the current information might be incomplete.

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 (%)

The most recent quarter may show incomplete data because not all institutional investors have filed their 13F reports yet.

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

Current New Position Increased Decreased Exited

Superinvestor	Portfolio %	Reported Value	Recent Activity
Erin E Antill@Janney Montgomery Scott Llc Recent Activity Increased 11.18%	0.02%	$6.016M 111,137 shares@ 54.14 avg price	Increased 11.18%
Randall Eli Joseph@Secure Asset Management, Llc Recent Activity Increased 1.65%	0.82%	$5.396M 99,677 shares@ 54.13 avg price	Increased 1.65%
Loni Adams@Daymark Wealth Partners, Llc Recent Activity Increased 0.03%	0.07%	$1.479M 27,331 shares@ 54.14 avg price	Increased 0.03%
Sheri M. Cuff@Certified Advisory Corp Recent Activity Increased 5.87%	0.16%	$1.387M 25,626 shares@ 54.14 avg price	Increased 5.87%
Patrick W McNulty@Ballew Advisors, Inc Recent Activity Increased 0.01%	0.73%	$1.135M 21,474 shares@ 52.84 avg price	Increased 0.01%
Michael Orzel@Signalpoint Asset Management, Llc Recent Activity Increased 0.03%	0.27%	$1.09M 20,142 shares@ 54.14 avg price	Increased 0.03%
Stephanie West@Thurston, Springer, Miller, Herd & Titak, Inc. Recent Activity Increased 1489.23%	0.16%	$774,235 14,303 shares@ 54.14 avg price	Increased 1489.23%
Thomas J Bellaro@Park Avenue Securities Llc Recent Activity Increased 4.77%	0.01%	$316,000 5,831 shares@ 54.2 avg price	Increased 4.77%
Rebecca L Greenlaw@Horizon Bancorp Inc In Recent Activity Increased 22.84%	0.04%	$72,000 1,334 shares@ 53.98 avg price	Increased 22.84%
Eric Hamilton@Avior Wealth Management, Llc Recent Activity Increased 0.1%	0.01%	$54,699 1,010 shares@ 54.16 avg price	Increased 0.1%