FTA

First Trust L C Val Alp

Latest period2026 - Q1Total superinvestors218

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, 218 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
Claire Gordon@Morgan Stanley
Recent Activity
Decreased -10.11%
0.02%
$166.796M
1.806M shares@ 92.36 avg price
Kirk Evangeliou@Lpl Financial Llc
Recent Activity
Increased 6.88%
0.03%
$98.883M
1.071M shares@ 92.35 avg price
Andrew Johnson@Ubs Group Ag
Recent Activity
Decreased -0.35%
0.02%
$89.435M
968,433 shares@ 92.36 avg price
Sean P. Skuja@Envestnet Asset Management Inc
Recent Activity
Increased 0.01%
0.01%
$37.071M
401,419 shares@ 92.35 avg price
Andres Ortiz@Bank Of America Corp De
Recent Activity
Increased 12.76%
0.01%
$36.137M
391,307 shares@ 92.35 avg price
Kristy Haley@Cetera Investment Advisers
Recent Activity
Increased 0.5%
0.04%
$31.877M
345,175 shares@ 92.36 avg price
Terry Fallon@Royal Bank Of Canada
Recent Activity
Increased 0.47%
0.01%
$27.608M
298,949 shares@ 92.36 avg price
Rachel Jacobson@Raymond James Financial Inc
Recent Activity
Increased 24.38%
0.01%
$27.253M
295,102 shares@ 92.36 avg price
Ann L. Swartz@Integrated Wealth Concepts Llc
Recent Activity
Increased 1834.68%
0.15%
$18.329M
198,478 shares@ 92.35 avg price
Patricia Arce@Wells Fargo & Company Mn
Recent Activity
Increased 1.18%
0.01%
$18.224M
197,337 shares@ 92.35 avg price

1-10 of 218