SDVY

First Trust Smid Cap Rising

Latest period2026 - Q2Total superinvestors61

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 2026-Q1 and 2026-Q2. According to the most recent SEC 13F filing, 61 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

Superinvestor	Portfolio %	Reported Value	Recent Activity
Ryan Vander Zwart@Lvz, Inc. Recent Activity Increased 1.12%	11.86%	$116.654M 2.704M shares@ 43.15 avg price	Increased 1.12%
June Adams@Trilogy Capital Inc. Recent Activity Increased 3.78%	0.98%	$25.19M 583,903 shares@ 43.15 avg price	Increased 3.78%
Bridget Johnson@Crumly & Associates Inc. Recent Activity Increased 8.15%	3.88%	$20.225M 468,829 shares@ 43.14 avg price	Increased 8.15%
Aryn Sands@Focus Financial Network, Inc. Recent Activity Increased 6.5%	0.6%	$19.072M 442,090 shares@ 43.15 avg price	Increased 6.5%
Lindsay Fields@Dagco, Inc. Recent Activity Increased 3.66%	3.42%	$18.476M 428,281 shares@ 43.15 avg price	Increased 3.66%
James Krause@Wealthcare Advisory Partners Llc Recent Activity Increased 1.53%	0.27%	$13.96M 323,604 shares@ 43.15 avg price	Increased 1.53%
Todd Smallwood@Procyon Advisors, Llc Recent Activity Increased 7.47%	0.59%	$13.51M 313,162 shares@ 43.15 avg price	Increased 7.47%
Larry J Sims@Truewealth Advisors, Llc Recent Activity Increased 3.94%	2.7%	$11.956M 277,141 shares@ 43.14 avg price	Increased 3.94%
Thomas Hamilton@Hobart Private Capital, Llc Recent Activity Increased 3.19%	1.87%	$10.873M 252,038 shares@ 43.15 avg price	Increased 3.19%
Andrew Walz@First Heartland Consultants, Inc. Recent Activity Increased 4.98%	0.61%	$9.357M 216,902 shares@ 43.15 avg price	Increased 4.98%

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