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