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
Matt Lovett@Brookstone Capital Management
Recent Activity
0.01%
$216,101
3,659 shares@ 59.07 avg price
LEONID BERLINE@Armstrong Advisory Group, Inc
Recent Activity
New Position
0.02%
$175,527
2,972 shares@ 59.07 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
Stephanie West@Thurston, Springer, Miller, Herd & Titak, Inc.
Recent Activity
0.02%
$72,939
1,235 shares@ 59.06 avg price
John Waddill@Laurel Wealth Advisors Llc
Recent Activity
0.01%
$50,201
850 shares@ 59.06 avg price
David Seiglie@Grove Bank & Trust
Recent Activity
New Position
0.01%
$29,530
500 shares@ 59.06 avg price
Debbie Hall@Future Financial Wealth Managment Llc
Recent Activity
0.01%
$8,859
150 shares@ 59.06 avg price
John J Gonner@First Community Trust Na
Recent Activity
New Position
0.01%
$2,894
49 shares@ 59.07 avg price
BRIAN RALEIGH@Raleigh Capital Management Inc.
Recent Activity
0.01%
$1,477
25 shares@ 59.08 avg price