FXL

First Trust Technology Alpha

Latest period2024 - Q4Total superinvestors23

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, 23 superinvestors own shares of First Trust Technology Alpha (FXL), 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 Technology Alpha (FXL), 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 Technology Alpha (FXL) 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 Technology Alpha (FXL) 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
Ronald Lenihan@Seacrest Wealth Management, Llc
Recent Activity
Decreased -1.14%
0.06%
$498,756
3,357 shares@ 148.58 avg price
Dorothy L Broadhead@Truewealth Advisors, Llc
Recent Activity
0.15%
$420,694
2,832 shares@ 148.56 avg price
Jennifer Street@Claro Advisors Llc
Recent Activity
New Position
0.05%
$321,175
2,162 shares@ 148.56 avg price
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Increased 25.4%
0.01%
$293,000
1,970 shares@ 148.74 avg price
Randall Eli Joseph@Secure Asset Management, Llc
Recent Activity
Increased 0.06%
0.04%
$255,742
1,722 shares@ 148.52 avg price
Andrew Hass@Rf&l Wealth Management, Llc
Recent Activity
0.18%
$241,394
1,625 shares@ 148.56 avg price
Marc Koven@Cypress Wealth Services, Llc
Recent Activity
0.05%
$216,289
1,456 shares@ 148.56 avg price
Teresa Burch@Atwood & Palmer Inc
Recent Activity
0.02%
$148,550
1,000 shares@ 148.55 avg price
Timothy Gavin@Mcf Advisors Llc
Recent Activity
0.01%
$91,507
616 shares@ 148.56 avg price
Geoffrey A. Frazier@Global Financial Private Client, Llc
Recent Activity
0.04%
$86,753
584 shares@ 148.55 avg price