FPEI

First Trust Institutional Pr

Latest period2024 - Q4Total superinvestors20

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, 20 superinvestors own shares of First Trust Institutional Pr (FPEI), 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 Institutional Pr (FPEI), 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 Institutional Pr (FPEI) 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 Institutional Pr (FPEI) 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
Justin Fulmer@Shelton Wealth Management, Llc
Recent Activity
Decreased -7.48%
1.53%
$2.94M
157,219 shares@ 18.71 avg price
Marla Wooton@Miracle Mile Advisors, Llc
Recent Activity
Decreased -8.92%
0.06%
$2.641M
141,213 shares@ 18.7 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Decreased -33.84%
0.03%
$943,829
50,472 shares@ 18.71 avg price
Michael McComb@Arkadios Wealth Advisors
Recent Activity
Decreased -4.1%
0.04%
$673,219
36,001 shares@ 18.71 avg price
Theresa Fanning@Clarus Wealth Advisors
Recent Activity
Decreased -1.02%
0.28%
$549,489
29,638 shares@ 18.55 avg price
Andrew J. Swenson@Ars Wealth Advisors Group, Llc
Recent Activity
Decreased -13.78%
0.05%
$292,468
15,640 shares@ 18.7 avg price
Lori L. Fuerstenberg@Koshinski Asset Management, Inc.
Recent Activity
Decreased -2.52%
0.03%
$260,902
13,952 shares@ 18.7 avg price
BRIAN RALEIGH@Raleigh Capital Management Inc.
Recent Activity
Decreased -71.3%
0.01%
$22,030
1,178 shares@ 18.71 avg price