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
Lisa Rolon@Fifth Third Wealth Advisors Llc
Recent Activity
New Position
0.02%
$222,844
6,216 shares@ 35.86 avg price
Kerry Harmon@Wolff Wiese Magana Llc
Recent Activity
New Position
0.05%
$71,951
2,007 shares@ 35.86 avg price
Radha Rai@Global Trust Asset Management, Llc
Recent Activity
New Position
0.02%
$52,341
1,460 shares@ 35.85 avg price
David Seiglie@Grove Bank & Trust
Recent Activity
New Position
0.01%
$27,246
760 shares@ 35.85 avg price
DAVID TODD CLARK@Westside Investment Management, Inc.
Recent Activity
New Position
0.01%
$3,585
100 shares@ 35.85 avg price
Todd J Smallwood@Sugarloaf Wealth Management, Llc
Recent Activity
New Position
0.01%
$1,649
46 shares@ 35.85 avg price