First Trust Utilities 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, 7 superinvestors own shares of First Trust Utilities Alphad (FXU), 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 Utilities Alphad (FXU), 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 Utilities Alphad (FXU) 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 Utilities Alphad (FXU) 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 |
|---|---|---|---|
Todd Penrod@Hbw Advisory Services Llc
| 0.07% | $609,038 16,101 shares@ 37.83 avg price | Decreased -4.33% |
Phillip G. Trueblood@Trueblood Wealth Management, Llc
| 0.28% | $554,275 14,653 shares@ 37.83 avg price | |
James Krause@Wealthcare Advisory Partners Llc
| 0.02% | $421,806 11,151 shares@ 37.83 avg price | Increased 21.97% |
Michael Orzel@Signalpoint Asset Management, Llc
| 0.09% | $347,741 9,193 shares@ 37.83 avg price | |
Jacob Godfrey@International Assets Investment Management, Llc
| 0.03% | $339,000 8,889 shares@ 38.14 avg price | New Position |
Christina Duncan@Psi Advisors, Llc
| 0.09% | $271,166 7,169 shares@ 37.83 avg price | Increased 0.69% |
W. Travis McKinney@Hb Wealth Management, Llc
| 0.01% | $208,047 5,500 shares@ 37.83 avg price |