FDL

First Trust Morn Dvd Lead In

Latest period2026 - Q2Total superinvestors41

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2026-Q1 and 2026-Q2. According to the most recent SEC 13F filing, 41 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
PETER KRUSSEL@Southland Equity Partners Llc
Recent Activity
Increased 0.63%
4.79%
$27.299M
561,017 shares@ 48.67 avg price
Thomas Hamilton@Hobart Private Capital, Llc
Recent Activity
Increased 3.35%
2.19%
$12.732M
261,661 shares@ 48.66 avg price
Catherine Bluvol@Next Level Private Llc
Recent Activity
Decreased -0.25%
2.4%
$12.222M
251,170 shares@ 48.66 avg price
Richard A. Flora@Key Client Fiduciary Advisors, Llc
Recent Activity
Increased 10.32%
2.83%
$9.802M
201,438 shares@ 48.67 avg price
August Santillo@Jfs Wealth Advisors, Llc
Recent Activity
Increased 0.09%
0.39%
$7.721M
158,678 shares@ 48.67 avg price
DAVID M RAGLAND@Investors Research Corp
Recent Activity
Decreased -52.69%
1.33%
$7.395M
151,969 shares@ 48.67 avg price
Aryn Sands@Avior Wealth Management, Llc
Recent Activity
Decreased -0.01%
0.2%
$7.243M
148,852 shares@ 48.66 avg price
Andrew Lewis@Genesis Private Wealth, Llc
Recent Activity
Increased 3.97%
1.67%
$5.933M
121,926 shares@ 48.67 avg price
Aryn Sands@Wisconsin Wealth Advisors, Llc
Recent Activity
Decreased -0.28%
3.96%
$4.617M
94,893 shares@ 48.67 avg price
Stefanie Boykin@Davenport & Co Llc
Recent Activity
Increased 0.2%
0.02%
$3.112M
63,949 shares@ 48.67 avg price

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