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
Jacob Godfrey@International Assets Investment Management, Llc
Recent Activity
Decreased -96.75%
0.08%
$937,876
15,894 shares@ 59.01 avg price
Christine McElvania@Quad-cities Investment Group, Llc
Recent Activity
Decreased -3.82%
0.45%
$902,482
15,281 shares@ 59.06 avg price
ANDREW J. BARFOOT@Madison Park Capital Advisors, Llc
Recent Activity
Decreased -7.32%
0.61%
$757,030
12,818 shares@ 59.06 avg price
Lori L. Fuerstenberg@Koshinski Asset Management, Inc.
Recent Activity
Decreased -2.54%
0.06%
$593,572
10,050 shares@ 59.07 avg price
Joyce A. Kruzan@Kaydan Wealth Management, Inc.
Recent Activity
Decreased -6.69%
0.15%
$444,249
7,522 shares@ 59.06 avg price
Andrew Endelman@Independent Wealth Network Inc.
Recent Activity
Decreased -4.38%
0.11%
$268,841
4,552 shares@ 59.06 avg price
John Chandler@City Holding Co
Recent Activity
Decreased -9.75%
0.04%
$218,522
3,700 shares@ 59.06 avg price
Eric Hamilton@Avior Wealth Management, Llc
Recent Activity
Decreased -4.32%
0.01%
$130,588
2,211 shares@ 59.07 avg price
Geoffrey A. Frazier@Global Financial Private Client, Llc
Recent Activity
Decreased -16.77%
0.03%
$73,530
1,245 shares@ 59.07 avg price