FNK

First Trust Mid Cap Value

Latest period2026 - Q1Total superinvestors60

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, 60 superinvestors own shares of First Trust Mid Cap Value (FNK), 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 Mid Cap Value (FNK), 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 Mid Cap Value (FNK) 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 Mid Cap Value (FNK) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Rodrigo Diaz@Total Investment Management Inc
Recent Activity
Increased 0.92%
8.93%
$76.578M
1.342M shares@ 57.08 avg price
Patricia Arce@Wells Fargo & Company Mn
Recent Activity
Increased 9.42%
0.01%
$14.76M
258,612 shares@ 57.08 avg price
Claire Gordon@Morgan Stanley
Recent Activity
Decreased -0.18%
0.01%
$13.445M
235,560 shares@ 57.08 avg price
Kirk Evangeliou@Lpl Financial Llc
Recent Activity
Increased 3.96%
0.01%
$7.853M
137,586 shares@ 57.08 avg price
Kristy Haley@Cetera Investment Advisers
Recent Activity
Increased 17.28%
0.01%
$6.026M
105,572 shares@ 57.08 avg price
Matthew Stolen@Kingsview Wealth Management, Llc
Recent Activity
Decreased -4.96%
0.05%
$3.577M
62,667 shares@ 57.08 avg price
Rachel Jacobson@Raymond James Financial Inc
Recent Activity
Increased 9.86%
0.01%
$3.355M
58,777 shares@ 57.08 avg price
Andrew Johnson@Ubs Group Ag
Recent Activity
Decreased -1.1%
0.01%
$2.919M
51,138 shares@ 57.08 avg price
Shawn Mihal@Osaic Holdings, Inc.
Recent Activity
Decreased -1.63%
0.01%
$2.879M
50,439 shares@ 57.08 avg price
Aaron Albritton@Jones Financial Companies Lllp
Recent Activity
Increased 0.96%
0.01%
$2.091M
37,130 shares@ 56.33 avg price

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