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
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 1.48%
0.09%
$30.318M
513,339 shares@ 59.07 avg price
Stephanie West@Org Partners Llc
Recent Activity
Increased 206.62%
1.5%
$10.988M
186,049 shares@ 59.06 avg price
Loni Adams@Daymark Wealth Partners, Llc
Recent Activity
Increased 1.79%
0.32%
$7.517M
127,274 shares@ 59.06 avg price
Tammi Ellis@Mutual Advisors, Llc
Recent Activity
Increased 1.19%
0.07%
$2.402M
39,784 shares@ 60.38 avg price
Dana M. Capozzella@Cascade Investment Group, Inc.
Recent Activity
Increased 1.11%
0.75%
$1.036M
17,535 shares@ 59.06 avg price
Phillip G. Trueblood@Trueblood Wealth Management, Llc
Recent Activity
Increased 22.52%
0.44%
$877,691
14,861 shares@ 59.07 avg price
Grant Donaldson@Tudor Financial Inc.
Recent Activity
Increased 18.22%
0.4%
$673,484
11,403 shares@ 59.07 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Increased 12.95%
0.02%
$418,558
7,087 shares@ 59.06 avg price