FV

First Trust Dw Focus 5 Fund

Latest period2024 - Q4Total superinvestors40

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, 40 superinvestors own shares of First Trust Dw Focus 5 Fund (FV), 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 Dw Focus 5 Fund (FV), 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 Dw Focus 5 Fund (FV) 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 Dw Focus 5 Fund (FV) 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
Doug Baxley@Merit Financial Group, Llc
Recent Activity
Exited
0%
$251,021
4,308 shares@ 58.27 avg price
Aryn Sands@Professional Financial Advisors, Llc
Recent Activity
Exited
0%
$203,622
3,494 shares@ 58.28 avg price
Ellwood Derricks@Partnership Wealth Management, Llc
Recent Activity
Exited
0%
$55,357
950 shares@ 58.28 avg price
Jean Elzayek@Householder Group Estate & Retirement Specialist, Llc
Recent Activity
Exited
0%
$33,000
573 shares@ 57.6 avg price
Jessica Salas@Umb Bank, N.a.
Recent Activity
Exited
0%
$10,256
176 shares@ 58.28 avg price
Catherine Walker@Pinnacle Bancorp, Inc.
Recent Activity
Exited
0%
$6,992
120 shares@ 58.27 avg price