FYC

First Trust Small Cap Growth

Latest period2026 - Q2Total superinvestors51

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, 51 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
Teresa Douberly@New Wave Wealth Advisors Llc
Recent Activity
Increased 101.83%
3.55%
$26.077M
204,780 shares@ 127.35 avg price
Patricia Buchholtz@Eclectic Associates Inc Adv
Recent Activity
Decreased -0.59%
2.3%
$20.156M
158,288 shares@ 127.34 avg price
Christopher Marcellus Brooks@Ifp Advisors, Inc
Recent Activity
Increased 4.58%
0.21%
$11.565M
90,820 shares@ 127.35 avg price
Emma Seiler@Redhawk Wealth Advisors, Inc.
Recent Activity
New Position
0.5%
$5.057M
39,716 shares@ 127.34 avg price
Jennifer McElderry@Paller Financial Services Inc
Recent Activity
Decreased -4.8%
2.89%
$3.854M
30,264 shares@ 127.35 avg price
Nancy Oliver@Cary Street Partners Financial Llc
Recent Activity
New Position
0.08%
$3.473M
27,275 shares@ 127.34 avg price
Shannon Hemphill@Storyone Llc
Recent Activity
New Position
1.37%
$2.882M
22,632 shares@ 127.35 avg price
Sheri M. Cuff@Certified Advisory Corp
Recent Activity
Decreased -0.34%
0.21%
$2.492M
19,569 shares@ 127.34 avg price
DENNIS R. MASON@Vista Investment Partners Ii, Llc
Recent Activity
Increased 237.84%
0.77%
$1.958M
15,375 shares@ 127.35 avg price
Rich Mowrer@Brookwood Investment Group Llc
Recent Activity
Decreased -16.35%
0.17%
$1.479M
11,617 shares@ 127.35 avg price

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