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
Steve Corless@Advisornet Financial, Inc
Recent Activity
Increased 48.59%
0.03%
$347,458
9,692 shares@ 35.85 avg price
Kim Smith@Columbia Advisory Partners Llc
Recent Activity
New Position
0.31%
$327,777
9,143 shares@ 35.86 avg price
Andrew J. Swenson@Ars Wealth Advisors Group, Llc
Recent Activity
New Position
0.05%
$305,367
8,518 shares@ 35.85 avg price
Thomas Anderton@626 Financial, Llc
Recent Activity
Increased 26.05%
0.16%
$293,181
8,178 shares@ 35.85 avg price
John Taylor-Jones@Private Client Services, Llc
Recent Activity
Increased 9.87%
0.16%
$289,883
8,086 shares@ 35.85 avg price
Mark Buchanan@Ern Financial, Llc
Recent Activity
Increased 0.52%
0.04%
$258,501
7,211 shares@ 35.85 avg price
Lisa Rolon@Fifth Third Wealth Advisors Llc
Recent Activity
New Position
0.02%
$222,844
6,216 shares@ 35.86 avg price
Stephanie West@Org Partners Llc
Recent Activity
Increased 202.5%
0.03%
$216,892
6,050 shares@ 35.85 avg price
David B. Rea@Salem Investment Counselors Inc
Recent Activity
0.01%
$208,110
5,805 shares@ 35.86 avg price
Catherine Walker@Pinnacle Bancorp, Inc.
Recent Activity
Increased 20.03%
0.05%
$152,542
4,255 shares@ 35.86 avg price