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
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Decreased -9.13%
0.03%
$10.818M
144,602 shares@ 74.82 avg price
Bonnie Larsen@Purus Wealth Management, Llc
Recent Activity
Increased 22.3%
0.65%
$1.63M
21,785 shares@ 74.82 avg price
James Marsden@Apeiron Ria Llc
Recent Activity
Increased 3.09%
0.43%
$1.505M
20,112 shares@ 74.82 avg price
Randall Eli Joseph@Secure Asset Management, Llc
Recent Activity
Increased 3.03%
0.2%
$1.316M
17,587 shares@ 74.81 avg price
Steve McQuade@Trust Co Of Oklahoma
Recent Activity
0.36%
$1.122M
14,994 shares@ 74.81 avg price
Grant Donaldson@Tudor Financial Inc.
Recent Activity
Decreased -1.58%
0.66%
$1.121M
14,989 shares@ 74.82 avg price
Victor Davis@Davis Investment Partners, Llc
Recent Activity
Increased 26.11%
0.47%
$1.097M
14,849 shares@ 73.88 avg price
Rhonda Carter@Well Done, Llc
Recent Activity
0.17%
$919,348
12,135 shares@ 75.77 avg price
Stacy Fleming@Outlook Wealth Advisors, Llc
Recent Activity
Decreased -4.82%
0.26%
$885,308
11,834 shares@ 74.82 avg price
Michael Orzel@Signalpoint Asset Management, Llc
Recent Activity
Increased 0.01%
0.22%
$868,518
11,610 shares@ 74.81 avg price