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
Patrick W McNulty@Ballew Advisors, Inc
Recent Activity
Increased 25.52%
0.49%
$755,707
21,062 shares@ 35.89 avg price
Eric Hamilton@Avior Wealth Management, Llc
Recent Activity
Increased 1.08%
0.03%
$753,279
21,011 shares@ 35.86 avg price
Kenneth W Pegher Jr@Sfg Wealth Management, Llc.
Recent Activity
Decreased -6.37%
0.39%
$733,436
20,458 shares@ 35.86 avg price
Gregory Clinton@Kraematon Investment Advisors, Inc
Recent Activity
Increased 48.45%
0.66%
$667,359
18,615 shares@ 35.86 avg price
Michael Little@Grant Grossmendelsohn, Llc
Recent Activity
Increased 40.05%
0.26%
$495,985
13,835 shares@ 35.86 avg price
Fredrick Williams@Old Port Advisors
Recent Activity
Decreased -0.33%
0.14%
$459,669
12,822 shares@ 35.86 avg price
Ronald Lenihan@Seacrest Wealth Management, Llc
Recent Activity
Decreased -3.02%
0.05%
$458,091
12,778 shares@ 35.85 avg price
Michelle Schwab@Ellsworth Advisors, Llc
Recent Activity
Increased 26.01%
0.12%
$439,502
12,259 shares@ 35.86 avg price
Tom Lewis@Krilogy Financial Llc
Recent Activity
Increased 0.01%
0.03%
$390,513
10,893 shares@ 35.85 avg price
Christine McElvania@Quad-cities Investment Group, Llc
Recent Activity
Decreased -0.68%
0.19%
$382,886
10,680 shares@ 35.86 avg price