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
Grant Donaldson@Tudor Financial Inc.
Recent Activity
Increased 18.22%
0.4%
$673,484
11,403 shares@ 59.07 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
Dale Q. Rice@Dale Q Rice Investment Management Ltd
Recent Activity
New Position
0.26%
$570,638
9,662 shares@ 59.07 avg price
Steve Weinberger@Hcr Wealth Advisors
Recent Activity
0.07%
$522,090
8,840 shares@ 59.06 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
Lorraine Wang@Gamma Investing Llc
Recent Activity
0.04%
$438,402
7,423 shares@ 59.06 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Increased 12.95%
0.02%
$418,558
7,087 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
Michael Stulic@Astoria Portfolio Advisors Llc.
Recent Activity
0.09%
$235,178
3,980 shares@ 59.09 avg price
John Chandler@City Holding Co
Recent Activity
Decreased -9.75%
0.04%
$218,522
3,700 shares@ 59.06 avg price