FPEI

First Trust Institutional Pr

Latest period2024 - Q4Total superinvestors20

The latest quarter's data is still being updated as more institutional investors submit their 13F reports, so the current information might be incomplete.

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 (%)

The most recent quarter may show incomplete data because not all institutional investors have filed their 13F reports yet.

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

Current New Position Increased Decreased Exited

Superinvestor	Portfolio %	Reported Value	Recent Activity
Elton Wilcox@Elevated Capital Advisors, Llc Recent Activity Increased 0.12%	2.08%	$7.607M 406,786 shares@ 18.7 avg price	Increased 0.12%
Erin E Antill@Janney Montgomery Scott Llc Recent Activity Increased 20.12%	0.01%	$2.199M 117,606 shares@ 18.7 avg price	Increased 20.12%
Thomas J Bellaro@Park Avenue Securities Llc Recent Activity Increased 31.55%	0.02%	$1.616M 86,415 shares@ 18.71 avg price	Increased 31.55%
Molly Crider@Walker Asset Management, Llc Recent Activity Increased 1.22%	0.96%	$1.559M 83,390 shares@ 18.7 avg price	Increased 1.22%
J. Bradley Zellar@Park National Corp Oh Recent Activity Increased 391.78%	0.05%	$1.14M 60,980 shares@ 18.7 avg price	Increased 391.78%
David Harrison@Magnus Financial Group Llc Recent Activity Increased 18.45%	0.1%	$977,323 52,263 shares@ 18.71 avg price	Increased 18.45%
Tammi Ellis@Mutual Advisors, Llc Recent Activity Increased 1.42%	0.02%	$448,521 23,985 shares@ 18.71 avg price	Increased 1.42%