First Trust Financial Alphad
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
Superinvestor | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
JENNIFER HANLEY@First Financial Corp In
| 0.08% | $164,880 3,046 shares@ 54.14 avg price | |
Rebecca L Greenlaw@Horizon Bancorp Inc In
| 0.04% | $72,000 1,334 shares@ 53.98 avg price | Increased 22.84% |
Eric Hamilton@Avior Wealth Management, Llc
| 0.01% | $54,699 1,010 shares@ 54.16 avg price | Increased 0.1% |
Kimberly A Geary@Bartlett & Co. Wealth Management Llc
| 0.01% | $48,717 900 shares@ 54.13 avg price | Decreased -18.18% |
Timothy Gavin@Mcf Advisors Llc
| 0.01% | $21,652 400 shares@ 54.13 avg price | |
DAVID TODD CLARK@Westside Investment Management, Inc.
| 0.01% | $16,239 300 shares@ 54.13 avg price | |
Roger Krabbe@Bank & Trust Co
| 0.01% | $9,798 181 shares@ 54.14 avg price | |
Michael Schremser@Tsfg, Llc
| 0.01% | $7,000 125 shares@ 56.0 avg price | Increased 0.81% |