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
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%
Lori L. Fuerstenberg@Koshinski Asset Management, Inc. Recent Activity Increased 1.41%	0.15%	$1.723M 48,071 shares@ 35.85 avg price	Increased 1.41%
Matt Lovett@Brookstone Capital Management Recent Activity Increased 73.64%	0.03%	$1.458M 40,673 shares@ 35.85 avg price	Increased 73.64%
Victor Davis@Davis Investment Partners, Llc Recent Activity Increased 9.24%	0.36%	$847,184 23,932 shares@ 35.4 avg price	Increased 9.24%
Andrew Endelman@Independent Wealth Network Inc. Recent Activity Increased 32.54%	0.33%	$806,015 22,483 shares@ 35.85 avg price	Increased 32.54%
Patrick W McNulty@Ballew Advisors, Inc Recent Activity Increased 25.52%	0.49%	$755,707 21,062 shares@ 35.89 avg price	Increased 25.52%
Eric Hamilton@Avior Wealth Management, Llc Recent Activity Increased 1.08%	0.03%	$753,279 21,011 shares@ 35.86 avg price	Increased 1.08%
Gregory Clinton@Kraematon Investment Advisors, Inc Recent Activity Increased 48.45%	0.66%	$667,359 18,615 shares@ 35.86 avg price	Increased 48.45%
Michael Little@Grant Grossmendelsohn, Llc Recent Activity Increased 40.05%	0.26%	$495,985 13,835 shares@ 35.86 avg price	Increased 40.05%
Michelle Schwab@Ellsworth Advisors, Llc Recent Activity Increased 26.01%	0.12%	$439,502 12,259 shares@ 35.86 avg price	Increased 26.01%