FNY

First Trust Mid Cap Growth

Latest period2024 - Q4Total superinvestors12

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, 12 superinvestors own shares of First Trust Mid Cap Growth (FNY), 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 Mid Cap Growth (FNY), 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 Mid Cap Growth (FNY) 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 Mid Cap Growth (FNY) 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
Theresa Fanning@Clarus Wealth Advisors
Recent Activity
Decreased -2.07%
0.37%
$726,612
9,060 shares@ 80.2 avg price
Andrew J. Swenson@Ars Wealth Advisors Group, Llc
Recent Activity
Decreased -13.95%
0.09%
$647,680
8,096 shares@ 80.0 avg price
Bonnie Larsen@Purus Wealth Management, Llc
Recent Activity
Decreased -20.99%
0.24%
$592,880
7,411 shares@ 80.0 avg price
Tammi Ellis@Mutual Advisors, Llc
Recent Activity
Decreased -1.24%
0.01%
$243,162
2,926 shares@ 83.11 avg price
Lori L. Fuerstenberg@Koshinski Asset Management, Inc.
Recent Activity
Decreased -1.77%
0.02%
$221,600
2,770 shares@ 80.0 avg price