13F

SDVY FIRST TRUST SMID CAP RISING

2026Q1 · CUSIP 33741X102

🟢 Lit · Institutions accelerating in
Holders
564
Δ holders QoQ
+32
Breadth percentile
Top 9%
Whale holders
92
Δ whales
+8
Inst. holding value
$8.0B
New positions
68
Closed positions
36
Price momentum (1Q)
Put / Call
1/1

Breadth history (34 quarters)

2018Q1: Δ-1 · h=2 2018Q2: Δ+1 · h=3 2018Q3: Δ+4 · h=7 2018Q4: Δ+3 · h=10 2019Q1: Δ-2 · h=8 2019Q2: Δ-1 · h=7 2019Q3: Δ+0 · h=7 2019Q4: Δ+0 · h=7 2020Q1: Δ+4 · h=11 2020Q2: Δ+0 · h=11 2020Q3: Δ-4 · h=7 2020Q4: Δ+3 · h=10 2021Q1: Δ+13 · h=23 2021Q2: Δ+19 · h=42 2021Q3: Δ+9 · h=51 2021Q4: Δ+37 · h=88 2022Q1: Δ+47 · h=135 2022Q2: Δ+9 · h=144 2022Q3: Δ-2 · h=142 2022Q4: Δ+9 · h=151 2023Q1: Δ+13 · h=164 2023Q2: Δ+4 · h=168 2023Q3: Δ+10 · h=178 2023Q4: Δ+55 · h=233 2024Q1: Δ+74 · h=307 2024Q2: Δ+32 · h=339 2024Q3: Δ+62 · h=401 2024Q4: Δ+101 · h=502 2025Q1: Δ-20 · h=482 2025Q2: Δ-11 · h=471 2025Q3: Δ+11 · h=482 2025Q4: Δ+50 · h=532 2026Q1: Δ+32 · h=564 2018Q1: holders=2 2018Q2: holders=3 2018Q3: holders=7 2018Q4: holders=10 2019Q1: holders=8 2019Q2: holders=7 2019Q3: holders=7 2019Q4: holders=7 2020Q1: holders=11 2020Q2: holders=11 2020Q3: holders=7 2020Q4: holders=10 2021Q1: holders=23 2021Q2: holders=42 2021Q3: holders=51 2021Q4: holders=88 2022Q1: holders=135 2022Q2: holders=144 2022Q3: holders=142 2022Q4: holders=151 2023Q1: holders=164 2023Q2: holders=168 2023Q3: holders=178 2023Q4: holders=233 2024Q1: holders=307 2024Q2: holders=339 2024Q3: holders=401 2024Q4: holders=502 2025Q1: holders=482 2025Q2: holders=471 2025Q3: holders=482 2025Q4: holders=532 2026Q1: holders=564 -101 -50.5 +0 +50.5 +101 1297593 18Q119Q120Q121Q122Q123Q124Q125Q126Q1 Δ holders (bar) Holders (line)

Past Lit Events & Aftermath 13 lit events

Period Percentile Next-1Q return Next-2Q return
2026Q1 Top 9%
2025Q4 Top 10%
2024Q4 Top 4%
2024Q3 Top 2%
2024Q2 Top 7%
2024Q1 Top 2%
2023Q4 Top 8%
2023Q3 Top 18%
2023Q1 Top 13%
2022Q2 Top 15%
2022Q1 Top 2%
2021Q4 Top 13%
2021Q2 Top 15%
Put holders / Call holders: 1 / 1