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
Amanda J Doran@Advance Capital Management, Inc.
Recent Activity
New Position
0.81%
$17.603M
491,017 shares@ 35.85 avg price
Mike Turner@B & T Capital Management Dba Alpha Capital Management
Recent Activity
New Position
2.07%
$11.271M
314,380 shares@ 35.85 avg price
Michael Snyder@Beaumont Financial Advisors, Llc
Recent Activity
New Position
0.56%
$7.339M
204,703 shares@ 35.85 avg price
Ross Wegner@Lifestyle Asset Management, Inc.
Recent Activity
New Position
2.91%
$5.326M
148,574 shares@ 35.86 avg price
Doug Baxley@Merit Financial Group, Llc
Recent Activity
New Position
0.05%
$2.477M
69,085 shares@ 35.85 avg price
Andrew Lewis@Genesis Private Wealth, Llc
Recent Activity
New Position
1.3%
$2.353M
65,632 shares@ 35.86 avg price
Jacob Godfrey@International Assets Investment Management, Llc
Recent Activity
New Position
0.15%
$1.679M
46,968 shares@ 35.75 avg price
John Chandler@City Holding Co
Recent Activity
New Position
0.19%
$1.29M
36,003 shares@ 35.84 avg price
Kim Smith@Columbia Advisory Partners Llc
Recent Activity
New Position
0.31%
$327,777
9,143 shares@ 35.86 avg price
Andrew J. Swenson@Ars Wealth Advisors Group, Llc
Recent Activity
New Position
0.05%
$305,367
8,518 shares@ 35.85 avg price