SDVY

First Trust Smid Cap Rising

Latest period2024 - Q4Total superinvestors74

The latest quarter's data is still being updated as more institutional investors submit their 13F reports, so the current information might be incomplete.

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 (%)

The most recent quarter may show incomplete data because not all institutional investors have filed their 13F reports yet.

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

Current New Position Increased Decreased Exited

Superinvestor	Portfolio %	Reported Value	Recent Activity
Aryn Sands@Kmg Fiduciary Partners, Llc Recent Activity Increased 6.7%	0.26%	$3.069M 85,610 shares@ 35.86 avg price	Increased 6.7%
Phillip G. Trueblood@Trueblood Wealth Management, Llc Recent Activity Increased 10.64%	1.45%	$2.922M 81,514 shares@ 35.86 avg price	Increased 10.64%
Aryn Sands@Ewg Elevate Inc. Recent Activity Increased 2.89%	0.89%	$2.921M 81,473 shares@ 35.85 avg price	Increased 2.89%
George McBlane@Central Pacific Bank - Trust Division Recent Activity Increased 46.74%	0.38%	$2.833M 79,025 shares@ 35.85 avg price	Increased 46.74%
Thomas Mason@Mason & Associates Inc Recent Activity Decreased -0.56%	0.62%	$2.635M 73,490 shares@ 35.86 avg price	Decreased -0.56%
Doug Baxley@Merit Financial Group, Llc Recent Activity New Position	0.05%	$2.477M 69,085 shares@ 35.85 avg price	New Position
Andrew Lewis@Genesis Private Wealth, Llc Recent Activity New Position	1.3%	$2.353M 65,632 shares@ 35.86 avg price	New Position
Tammi Ellis@Mutual Advisors, Llc Recent Activity Increased 50.06%	0.08%	$2.449M 65,429 shares@ 37.43 avg price	Increased 50.06%
Stephanie West@Thurston, Springer, Miller, Herd & Titak, Inc. Recent Activity Increased 33.25%	0.4%	$1.967M 54,869 shares@ 35.86 avg price	Increased 33.25%
Bonnie Larsen@Purus Wealth Management, Llc Recent Activity Increased 5.09%	0.74%	$1.849M 51,567 shares@ 35.85 avg price	Increased 5.09%