FXR

First Trust Indst Producers

Latest period2024 - Q4Total superinvestors25

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, 25 superinvestors own shares of First Trust Indst Producers (FXR), 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 Indst Producers (FXR), 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 Indst Producers (FXR) 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 Indst Producers (FXR) 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
Jason MacGregor@Minichmacgregor Wealth Management, Llc
Recent Activity
Decreased -3.89%
0.15%
$689,612
9,218 shares@ 74.82 avg price
Michael McComb@Arkadios Wealth Advisors
Recent Activity
Increased 0.1%
0.03%
$466,934
6,242 shares@ 74.81 avg price
Christine McElvania@Quad-cities Investment Group, Llc
Recent Activity
Decreased -2.26%
0.19%
$378,265
5,056 shares@ 74.82 avg price
Jennifer Street@Claro Advisors Llc
Recent Activity
0.05%
$369,435
4,938 shares@ 74.82 avg price
Phillip G. Trueblood@Trueblood Wealth Management, Llc
Recent Activity
0.18%
$350,036
4,679 shares@ 74.82 avg price
Jacob Godfrey@International Assets Investment Management, Llc
Recent Activity
New Position
0.03%
$298,940
4,011 shares@ 74.54 avg price
Ronald Lenihan@Seacrest Wealth Management, Llc
Recent Activity
Decreased -12.22%
0.04%
$297,578
3,978 shares@ 74.81 avg price
Eric Hamilton@Avior Wealth Management, Llc
Recent Activity
0.01%
$80,869
1,081 shares@ 74.81 avg price
David B. Rea@Salem Investment Counselors Inc
Recent Activity
0.01%
$56,108
750 shares@ 74.82 avg price
Teresa Burch@Atwood & Palmer Inc
Recent Activity
0.01%
$43,016
575 shares@ 74.82 avg price