FVD

First Trust Value Line Dvd

Latest period2026 - Q2Total superinvestors60

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, 60 superinvestors own shares of First Trust Value Line Dvd (FVD), 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 Value Line Dvd (FVD), 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 Value Line Dvd (FVD) 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 Value Line Dvd (FVD) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Thomas Hamilton@Hobart Private Capital, Llc
Recent Activity
Decreased -21.87%
2.3%
$13.406M
278,240 shares@ 48.18 avg price
Tara Kos@Plus Group Wealth Advisors Llc
Recent Activity
Decreased -3.44%
7.87%
$8.36M
173,524 shares@ 48.18 avg price
Bridget Johnson@Crumly & Associates Inc.
Recent Activity
Decreased -1.1%
1.45%
$7.571M
157,145 shares@ 48.18 avg price
Alex Butters@Towerpoint Wealth, Llc
Recent Activity
Increased 0.74%
2.46%
$7.087M
147,084 shares@ 48.18 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Decreased -1.47%
0.11%
$5.412M
112,331 shares@ 48.19 avg price
PETER KRUSSEL@Southland Equity Partners Llc
Recent Activity
Increased 0.34%
0.76%
$4.325M
89,772 shares@ 48.19 avg price
Christopher Griffith@Stablepoint Partners, Llc
Recent Activity
Decreased -0.73%
0.59%
$4.206M
87,305 shares@ 48.19 avg price
Samuel Miller@Kraft, Davis & Associates, Llc
Recent Activity
Decreased -11.05%
0.85%
$4.046M
82,720 shares@ 48.92 avg price
Catherine Bluvol@Next Level Private Llc
Recent Activity
Decreased -3.46%
0.67%
$3.388M
70,316 shares@ 48.19 avg price
AUBREY FERNANDO@Signature Estate & Investment Advisors Llc
Recent Activity
Decreased -23.87%
0.06%
$2.912M
60,444 shares@ 48.19 avg price

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