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
Helen Halloran@Capital Investment Advisors, Llc
Recent Activity
Increased 8.25%
2.57%
$125.835M
3.51M shares@ 35.86 avg price
J. Bradley Zellar@Park National Corp Oh
Recent Activity
Increased 11.72%
3.72%
$101.369M
2.828M shares@ 35.85 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 46.81%
0.08%
$25.572M
713,298 shares@ 35.86 avg price
Loni Adams@Daymark Wealth Partners, Llc
Recent Activity
Increased 123.43%
0.61%
$14.406M
401,848 shares@ 35.86 avg price
Keith Greenwald@Aprio Wealth Management, Llc
Recent Activity
Increased 8.53%
1.06%
$7.217M
201,302 shares@ 35.85 avg price
Ashleigh Swayze@San Luis Wealth Advisors Llc
Recent Activity
Increased 10.23%
1.35%
$7.126M
198,784 shares@ 35.85 avg price
Christina Duncan@Psi Advisors, Llc
Recent Activity
Increased 7.39%
2.1%
$7.065M
197,075 shares@ 35.86 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Increased 34.26%
0.2%
$6.923M
193,114 shares@ 35.85 avg price
Sheri M. Cuff@Certified Advisory Corp
Recent Activity
Increased 10.06%
0.74%
$6.803M
189,749 shares@ 35.86 avg price
Michael McComb@Arkadios Wealth Advisors
Recent Activity
Increased 29.23%
0.35%
$6.356M
177,289 shares@ 35.85 avg price