FDL

First Trust Morn Dvd Lead In

Latest period2026 - Q1Total superinvestors502

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 502 superinvestors own shares of First Trust Morn Dvd Lead In (FDL), 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 Morn Dvd Lead In (FDL), 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 Morn Dvd Lead In (FDL) 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 Morn Dvd Lead In (FDL) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Kirk Evangeliou@Lpl Financial Llc
Recent Activity
Increased 14.88%
0.2%
$724.098M
14.254M shares@ 50.8 avg price
Claire Gordon@Morgan Stanley
Recent Activity
Increased 3.15%
0.03%
$454.317M
8.943M shares@ 50.81 avg price
Michael G. Clarke@Ameriprise Financial Inc
Recent Activity
Decreased -12.54%
0.07%
$265.18M
5.22M shares@ 50.81 avg price
Rachel Jacobson@Raymond James Financial Inc
Recent Activity
Decreased -3.55%
0.08%
$254.653M
5.013M shares@ 50.8 avg price
Patricia Arce@Wells Fargo & Company Mn
Recent Activity
Decreased -2.48%
0.04%
$159.999M
3.15M shares@ 50.8 avg price
Andres Ortiz@Bank Of America Corp De
Recent Activity
Decreased -1.86%
0.01%
$129.162M
2.543M shares@ 50.81 avg price
Terry Fallon@Royal Bank Of Canada
Recent Activity
Decreased -2.76%
0.03%
$125.935M
2.479M shares@ 50.8 avg price
Kristy Haley@Cetera Investment Advisers
Recent Activity
Decreased -1.71%
0.14%
$123.824M
2.437M shares@ 50.81 avg price
Andrew Johnson@Ubs Group Ag
Recent Activity
Increased 0.98%
0.02%
$121.314M
2.388M shares@ 50.8 avg price
Matt Moore@Northwestern Mutual Wealth Management Co
Recent Activity
Increased 5.91%
0.07%
$98.761M
1.944M shares@ 50.8 avg price

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