FYX

First Trust Small Cap Core A

Latest period2024 - Q4Total superinvestors19

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 19 superinvestors own shares of First Trust Small Cap Core A (FYX), 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 Small Cap Core A (FYX), 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 Small Cap Core A (FYX) 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 Small Cap Core A (FYX) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 3.23%
0.08%
$27.846M
275,535 shares@ 101.07 avg price
Matthew G. Catlin@Wealth Alliance Advisory Group, Llc
Recent Activity
Decreased -0.45%
2.66%
$12.569M
124,369 shares@ 101.07 avg price
J. Bradley Zellar@Park National Corp Oh
Recent Activity
Decreased -0.63%
0.15%
$3.87M
38,291 shares@ 101.06 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
0.01%
$2.179M
21,896 shares@ 99.54 avg price
John Chandler@City Holding Co
Recent Activity
Increased 17.38%
0.24%
$1.636M
16,188 shares@ 101.05 avg price
Andrew J. Swenson@Ars Wealth Advisors Group, Llc
Recent Activity
Decreased -8.08%
0.18%
$1.3M
12,859 shares@ 101.07 avg price
Loni Adams@Daymark Wealth Partners, Llc
Recent Activity
Increased 0.04%
0.04%
$815,194
8,066 shares@ 101.07 avg price
Melissa C. Anderson@Pca Investment Advisory Services Inc.
Recent Activity
Decreased -0.3%
0.22%
$456,772
4,520 shares@ 101.06 avg price
Andrew Endelman@Independent Wealth Network Inc.
Recent Activity
Decreased -2.73%
0.19%
$452,041
4,473 shares@ 101.06 avg price
Phillip G. Trueblood@Trueblood Wealth Management, Llc
Recent Activity
Increased 7.29%
0.22%
$443,451
4,388 shares@ 101.06 avg price