First Trust Mid Cap Value
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, 6 superinvestors own shares of First Trust Mid Cap Value (FNK), 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 Value (FNK), 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 Value (FNK) 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 Value (FNK) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.
Superinvestors ownership
| Superinvestor | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
Erin E Antill@Janney Montgomery Scott Llc
| 0.01% | $2.262M 42,278 shares@ 53.51 avg price | Increased 12.49% |
Andrew J. Swenson@Ars Wealth Advisors Group, Llc
| 0.1% | $705,397 13,183 shares@ 53.51 avg price | Increased 0.04% |
Loni Adams@Daymark Wealth Partners, Llc
| 0.02% | $299,894 5,604 shares@ 53.52 avg price | Increased 0.54% |
Lorraine Wang@Gamma Investing Llc
| 0.01% | $108,358 2,025 shares@ 53.52 avg price | Increased 11.51% |
Kevyn Morgareidge@Hilltop National Bank
| 0.01% | $11,612 217 shares@ 53.52 avg price | |
Radha Rai@Global Trust Asset Management, Llc
| 0.01% | $10,742 201 shares@ 53.45 avg price |