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
Lori L. Fuerstenberg@Koshinski Asset Management, Inc.
Recent Activity
Increased 1.41%
0.15%
$1.723M
48,071 shares@ 35.85 avg price
Jacob Godfrey@International Assets Investment Management, Llc
Recent Activity
New Position
0.15%
$1.679M
46,968 shares@ 35.75 avg price
Matt Lovett@Brookstone Capital Management
Recent Activity
Increased 73.64%
0.03%
$1.458M
40,673 shares@ 35.85 avg price
Amanda Ross@Ameritas Advisory Services, Llc
Recent Activity
Decreased -42.12%
0.05%
$1.345M
37,526 shares@ 35.85 avg price
Jason MacGregor@Minichmacgregor Wealth Management, Llc
Recent Activity
Decreased -10.65%
0.28%
$1.315M
36,684 shares@ 35.85 avg price
John Chandler@City Holding Co
Recent Activity
New Position
0.19%
$1.29M
36,003 shares@ 35.84 avg price
Richard A. Flora@Key Client Fiduciary Advisors, Llc
Recent Activity
Decreased -2.66%
0.39%
$871,242
24,302 shares@ 35.86 avg price
Elton Wilcox@Elevated Capital Advisors, Llc
Recent Activity
Decreased -38.59%
0.24%
$866,390
24,167 shares@ 35.86 avg price
Victor Davis@Davis Investment Partners, Llc
Recent Activity
Increased 9.24%
0.36%
$847,184
23,932 shares@ 35.4 avg price
Andrew Endelman@Independent Wealth Network Inc.
Recent Activity
Increased 32.54%
0.33%
$806,015
22,483 shares@ 35.85 avg price