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
BRIAN RALEIGH@Raleigh Capital Management Inc.
Recent Activity
Decreased -1.32%
0.06%
$141,126
3,937 shares@ 35.85 avg price
Jean Elzayek@Householder Group Estate & Retirement Specialist, Llc
Recent Activity
Increased 19.45%
0.09%
$113,000
3,169 shares@ 35.66 avg price
Bo Hanson@Abound Wealth Management
Recent Activity
Decreased -44.75%
0.03%
$86,802
2,421 shares@ 35.86 avg price
Kerry Harmon@Wolff Wiese Magana Llc
Recent Activity
New Position
0.05%
$71,951
2,007 shares@ 35.86 avg price
Radha Rai@Global Trust Asset Management, Llc
Recent Activity
New Position
0.02%
$52,341
1,460 shares@ 35.85 avg price
Raymond P Dean@Harbor Investment Advisory, Llc
Recent Activity
0.01%
$41,586
1,160 shares@ 35.85 avg price
David Seiglie@Grove Bank & Trust
Recent Activity
New Position
0.01%
$27,246
760 shares@ 35.85 avg price
Wren Green@Eagle Bay Advisors Llc
Recent Activity
0.02%
$23,016
642 shares@ 35.86 avg price
Ben P Webber@Sawyer & Company, Inc
Recent Activity
Decreased -30.77%
0.01%
$21,000
587 shares@ 35.78 avg price
Breann Mataia@Kozak & Associates, Inc.
Recent Activity
Increased 0.72%
0.01%
$15,290
423 shares@ 36.15 avg price