First Trust Small Cap Growth
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, 7 superinvestors own shares of First Trust Small Cap Growth (FYC), 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 Growth (FYC), 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 Growth (FYC) 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 Growth (FYC) 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 |
---|---|---|---|
Andrew Endelman@Independent Wealth Network Inc.
| 0.25% | $592,726 7,655 shares@ 77.43 avg price | Increased 31.24% |
Matthew Heller@Willner & Heller, Llc
| 0.51% | $580,477 7,497 shares@ 77.43 avg price | Increased 1.81% |
Erin E Antill@Janney Montgomery Scott Llc
| 0.01% | $545,000 7,040 shares@ 77.42 avg price | Increased 35% |
Catherine Walker@Pinnacle Bancorp, Inc.
| 0.07% | $188,852 2,439 shares@ 77.44 avg price | Decreased -45.05% |
Christina Duncan@Psi Advisors, Llc
| 0.01% | $23,894 309 shares@ 77.33 avg price | |
John Chandler@City Holding Co
| 0.01% | $16,337 211 shares@ 77.43 avg price | |
Kevyn Morgareidge@Hilltop National Bank
| 0.01% | $15,176 196 shares@ 77.43 avg price |