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
Tom Lewis@Krilogy Financial Llc Recent Activity Increased 0.01%	0.03%	$390,513 10,893 shares@ 35.85 avg price	Increased 0.01%
Steve Corless@Advisornet Financial, Inc Recent Activity Increased 48.59%	0.03%	$347,458 9,692 shares@ 35.85 avg price	Increased 48.59%
Thomas Anderton@626 Financial, Llc Recent Activity Increased 26.05%	0.16%	$293,181 8,178 shares@ 35.85 avg price	Increased 26.05%
John Taylor-Jones@Private Client Services, Llc Recent Activity Increased 9.87%	0.16%	$289,883 8,086 shares@ 35.85 avg price	Increased 9.87%
Mark Buchanan@Ern Financial, Llc Recent Activity Increased 0.52%	0.04%	$258,501 7,211 shares@ 35.85 avg price	Increased 0.52%
Stephanie West@Org Partners Llc Recent Activity Increased 202.5%	0.03%	$216,892 6,050 shares@ 35.85 avg price	Increased 202.5%
Catherine Walker@Pinnacle Bancorp, Inc. Recent Activity Increased 20.03%	0.05%	$152,542 4,255 shares@ 35.86 avg price	Increased 20.03%
Jean Elzayek@Householder Group Estate & Retirement Specialist, Llc Recent Activity Increased 19.45%	0.09%	$113,000 3,169 shares@ 35.66 avg price	Increased 19.45%
Breann Mataia@Kozak & Associates, Inc. Recent Activity Increased 0.72%	0.01%	$15,290 423 shares@ 36.15 avg price	Increased 0.72%