FTRI

First Trust Indxx Global Nat

Latest period2024 - Q4Total superinvestors11

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, 11 superinvestors own shares of First Trust Indxx Global Nat (FTRI), 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 Indxx Global Nat (FTRI), 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 Indxx Global Nat (FTRI) 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 Indxx Global Nat (FTRI) 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
J. Bradley Zellar@Park National Corp Oh
Recent Activity
Decreased -3.56%
0.15%
$3.922M
326,108 shares@ 12.03 avg price
Christine McElvania@Quad-cities Investment Group, Llc
Recent Activity
Decreased -30.09%
0.22%
$435,386
36,204 shares@ 12.03 avg price
Kim Smith@Columbia Advisory Partners Llc
Recent Activity
Increased 6.61%
0.34%
$356,469
29,642 shares@ 12.03 avg price
Lori L. Fuerstenberg@Koshinski Asset Management, Inc.
Recent Activity
Increased 3.24%
0.03%
$350,324
29,131 shares@ 12.03 avg price
Theresa Fanning@Clarus Wealth Advisors
Recent Activity
Decreased -1.87%
0.18%
$342,819
27,580 shares@ 12.43 avg price
Lori L Liffring@Cambridge Advisors Inc.
Recent Activity
Decreased -9.91%
0.06%
$225,721
18,770 shares@ 12.03 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Decreased -15.73%
0.01%
$206,000
17,157 shares@ 12.01 avg price
Andrew Endelman@Independent Wealth Network Inc.
Recent Activity
Decreased -17.53%
0.09%
$203,316
16,907 shares@ 12.03 avg price
Amanda Ross@Ameritas Advisory Services, Llc
Recent Activity
Decreased -73.92%
0.01%
$140,247
11,662 shares@ 12.03 avg price
Catherine Walker@Pinnacle Bancorp, Inc.
Recent Activity
0.01%
$18,039
1,500 shares@ 12.03 avg price