FXZ

First Trust Materials Alphad

Latest period2024 - Q4Total superinvestors14

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, 14 superinvestors own shares of First Trust Materials Alphad (FXZ), 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 Materials Alphad (FXZ), 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 Materials Alphad (FXZ) 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 Materials Alphad (FXZ) 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
Bonnie Larsen@Purus Wealth Management, Llc
Recent Activity
Decreased -50.95%
0.39%
$977,932
17,214 shares@ 56.82 avg price
Christine McElvania@Quad-cities Investment Group, Llc
Recent Activity
Decreased -11.94%
0.29%
$577,337
10,163 shares@ 56.81 avg price
Jacob Godfrey@International Assets Investment Management, Llc
Recent Activity
New Position
0.05%
$555,093
9,888 shares@ 56.14 avg price
Steven C. Merrell@Monterey Private Wealth, Inc.
Recent Activity
Decreased -16.47%
0.18%
$516,518
9,092 shares@ 56.82 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Decreased -75.79%
0.01%
$511,000
9,000 shares@ 56.78 avg price
Theresa Fanning@Clarus Wealth Advisors
Recent Activity
Decreased -2.6%
0.17%
$330,293
5,681 shares@ 58.14 avg price
Michael Orzel@Signalpoint Asset Management, Llc
Recent Activity
0.07%
$259,679
4,571 shares@ 56.82 avg price
Jonathan Yarger@Yarger Wealth Strategies, Llc
Recent Activity
Increased 0.61%
0.13%
$208,276
3,666 shares@ 56.82 avg price
Cherri Lamkin@Atlas Brown,inc.
Recent Activity
Increased 0.03%
0.08%
$205,361
3,615 shares@ 56.81 avg price
Jean Elzayek@Householder Group Estate & Retirement Specialist, Llc
Recent Activity
Decreased -0.27%
0.04%
$41,000
726 shares@ 56.48 avg price