FYC

First Trust Small Cap Growth

Latest period2026 - Q1Total superinvestors153

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 153 superinvestors own shares of First Trust Small Cap Growth (FYC), 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 Small Cap Growth (FYC), 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 Small Cap Growth (FYC) 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 Small Cap Growth (FYC) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Kirk Evangeliou@Lpl Financial Llc
Recent Activity
Increased 14.93%
0.04%
$131.92M
1.36M shares@ 96.98 avg price
Rachel Jacobson@Raymond James Financial Inc
Recent Activity
Increased 24.17%
0.02%
$52.85M
544,962 shares@ 96.99 avg price
Patricia Arce@Wells Fargo & Company Mn
Recent Activity
Increased 21.98%
0.01%
$43.018M
443,572 shares@ 96.98 avg price
Claire Gordon@Morgan Stanley
Recent Activity
Increased 34.53%
0.01%
$38.263M
394,547 shares@ 96.99 avg price
Kristy Haley@Cetera Investment Advisers
Recent Activity
Increased 13.6%
0.03%
$28.094M
289,684 shares@ 96.98 avg price
Andres Ortiz@Bank Of America Corp De
Recent Activity
Increased 21.22%
0.01%
$23.689M
244,266 shares@ 96.99 avg price
James M. Zemlyak@Stifel Financial Corp
Recent Activity
Increased 858.2%
0.02%
$19.068M
196,613 shares@ 96.99 avg price
Sean P. Skuja@Envestnet Asset Management Inc
Recent Activity
Increased 16.55%
0.01%
$17.983M
185,425 shares@ 96.98 avg price
Andrew Johnson@Ubs Group Ag
Recent Activity
Increased 107.25%
0.01%
$16.934M
174,614 shares@ 96.99 avg price
Terry Fallon@Royal Bank Of Canada
Recent Activity
Increased 4.39%
0.01%
$16.597M
171,140 shares@ 96.98 avg price

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