FYX

First Trust Small Cap Core A

Latest period2026 - Q1Total superinvestors180

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, 180 superinvestors own shares of First Trust Small Cap Core A (FYX), 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 Core A (FYX), 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 Core A (FYX) 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 Core A (FYX) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Terry Fallon@Royal Bank Of Canada
Recent Activity
Increased 17.2%
0.02%
$84.55M
708,400 shares@ 119.36 avg price
Claire Gordon@Morgan Stanley
Recent Activity
Decreased -2.18%
0.01%
$77.916M
652,809 shares@ 119.36 avg price
Kirk Evangeliou@Lpl Financial Llc
Recent Activity
Increased 4.94%
0.02%
$73.051M
612,053 shares@ 119.36 avg price
Patricia Arce@Wells Fargo & Company Mn
Recent Activity
Decreased -0.79%
0.02%
$64.972M
544,360 shares@ 119.36 avg price
Rachel Jacobson@Raymond James Financial Inc
Recent Activity
Increased 52.77%
0.02%
$49.395M
413,853 shares@ 119.36 avg price
Andres Ortiz@Bank Of America Corp De
Recent Activity
Increased 0.02%
0.01%
$44.345M
371,540 shares@ 119.36 avg price
Andrew Johnson@Ubs Group Ag
Recent Activity
Increased 20.85%
0.01%
$36.358M
304,621 shares@ 119.36 avg price
Erin E. Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 6.1%
0.08%
$30.259M
253,525 shares@ 119.36 avg price
Kristy Haley@Cetera Investment Advisers
Recent Activity
Decreased -1.74%
0.02%
$15.386M
128,909 shares@ 119.36 avg price
Matt Moore@Northwestern Mutual Wealth Management Co
Recent Activity
Increased 13.15%
0.01%
$13.95M
116,881 shares@ 119.36 avg price

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