SDVY

First Trust Smid Cap Rising

Latest period2024 - Q4Total superinvestors74

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, 74 superinvestors own shares of First Trust Smid Cap Rising (SDVY), 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 Smid Cap Rising (SDVY), 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 Smid Cap Rising (SDVY) 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 Smid Cap Rising (SDVY) 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
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Decreased -0.21%
0.05%
$20.57M
565,422 shares@ 36.39 avg price
Dorothy L Broadhead@Truewealth Advisors, Llc
Recent Activity
Decreased -1.94%
3.02%
$9.025M
251,737 shares@ 35.85 avg price
Thomas Mason@Mason & Associates Inc
Recent Activity
Decreased -0.56%
0.62%
$2.635M
73,490 shares@ 35.86 avg price
Amanda Ross@Ameritas Advisory Services, Llc
Recent Activity
Decreased -42.12%
0.05%
$1.345M
37,526 shares@ 35.85 avg price
Jason MacGregor@Minichmacgregor Wealth Management, Llc
Recent Activity
Decreased -10.65%
0.28%
$1.315M
36,684 shares@ 35.85 avg price
Richard A. Flora@Key Client Fiduciary Advisors, Llc
Recent Activity
Decreased -2.66%
0.39%
$871,242
24,302 shares@ 35.86 avg price
Elton Wilcox@Elevated Capital Advisors, Llc
Recent Activity
Decreased -38.59%
0.24%
$866,390
24,167 shares@ 35.86 avg price
Kenneth W Pegher Jr@Sfg Wealth Management, Llc.
Recent Activity
Decreased -6.37%
0.39%
$733,436
20,458 shares@ 35.86 avg price
Fredrick Williams@Old Port Advisors
Recent Activity
Decreased -0.33%
0.14%
$459,669
12,822 shares@ 35.86 avg price
Ronald Lenihan@Seacrest Wealth Management, Llc
Recent Activity
Decreased -3.02%
0.05%
$458,091
12,778 shares@ 35.85 avg price