FTA

First Trust L C Val Alp

Latest period2024 - Q4Total superinvestors27

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, 27 superinvestors own shares of First Trust L C Val Alp (FTA), 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 L C Val Alp (FTA), 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 L C Val Alp (FTA) 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 L C Val Alp (FTA) 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
Andrew Endelman@Independent Wealth Network Inc.
Recent Activity
Increased 1.59%
0.19%
$445,762
5,830 shares@ 76.47 avg price
John Taylor-Jones@Private Client Services, Llc
Recent Activity
Increased 11.89%
0.23%
$418,924
5,479 shares@ 76.46 avg price
Dorothy L Broadhead@Truewealth Advisors, Llc
Recent Activity
Decreased -1.06%
0.11%
$318,440
4,165 shares@ 76.46 avg price
Richard A. Flora@Key Client Fiduciary Advisors, Llc
Recent Activity
0.13%
$275,256
3,600 shares@ 76.46 avg price
Janice M. Powell@Diversify Advisory Services, Llc
Recent Activity
Decreased -22.13%
0.02%
$265,750
3,504 shares@ 75.85 avg price
Jacob Godfrey@International Assets Investment Management, Llc
Recent Activity
Decreased -98.72%
0.03%
$258,274
3,383 shares@ 76.35 avg price
Anthony Habbit@Wesbanco Bank Inc
Recent Activity
0.01%
$251,094
3,284 shares@ 76.46 avg price
Erin E Antill@Janney Capital Management Llc
Recent Activity
0.02%
$249,000
3,263 shares@ 76.32 avg price
Lori L. Fuerstenberg@Koshinski Asset Management, Inc.
Recent Activity
Increased 0.24%
0.02%
$228,830
2,993 shares@ 76.46 avg price
Keith Greenwald@Aprio Wealth Management, Llc
Recent Activity
Increased 0.59%
0.04%
$211,507
2,766 shares@ 76.47 avg price