FTA

First Trust L C Val Alp

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 L C Val Alp (FTA), 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 L C Val Alp (FTA), 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 L C Val Alp (FTA) 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 L C Val Alp (FTA) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Christopher M Keller@Benjamin Edwards Inc
Recent Activity
Increased 8.68%
0.11%
$11.026M
113,868 shares@ 96.84 avg price
Joyce A. Kruzan@Kaydan Wealth Management, Inc.
Recent Activity
Decreased -2.49%
2.56%
$8.384M
86,611 shares@ 96.8 avg price
Andy Armstrong@Holistic Financial Partners
Recent Activity
Decreased -44.3%
4.64%
$7.583M
78,335 shares@ 96.8 avg price
Thomas Pappas@Cottonwood Capital Advisors, Llc
Recent Activity
Decreased -0.43%
3.36%
$5.572M
57,559 shares@ 96.8 avg price
Sonia Biastti@Prospera Financial Services Inc
Recent Activity
Decreased -3.06%
0.06%
$4.118M
42,540 shares@ 96.81 avg price
Christopher Marcellus Brooks@Ifp Advisors, Inc
Recent Activity
Decreased -3.27%
0.08%
$3.908M
40,377 shares@ 96.8 avg price
Luke Vinnola@D.a. Davidson & Co.
Recent Activity
Decreased -3.79%
0.02%
$3.484M
35,989 shares@ 96.8 avg price
Michael G. Hansen@Iams Wealth Management, Llc
Recent Activity
Increased 4.46%
0.84%
$2.773M
28,642 shares@ 96.81 avg price
Hubert Cheng@Park Avenue Securities Llc
Recent Activity
Decreased -6.27%
0.02%
$1.984M
20,500 shares@ 96.79 avg price
Raymond Joseph Kozicki@Midwest Financial Network, Llc
Recent Activity
Decreased -18.61%
1.17%
$1.709M
17,658 shares@ 96.8 avg price

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