RDVI

Ft Vest Rising Dividend Achi

Latest period2024 - Q4Total superinvestors22

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 22 superinvestors own shares of Ft Vest Rising Dividend Achi (RDVI), 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 Ft Vest Rising Dividend Achi (RDVI), 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 Ft Vest Rising Dividend Achi (RDVI) 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 Ft Vest Rising Dividend Achi (RDVI) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
J. Bradley Zellar@Park National Corp Oh
Recent Activity
Increased 4.53%
0.62%
$16.739M
690,543 shares@ 24.25 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 27.79%
0.04%
$12.873M
531,073 shares@ 24.24 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
0.02%
$8.096M
328,554 shares@ 24.64 avg price
Phillip G. Trueblood@Trueblood Wealth Management, Llc
Recent Activity
Increased 11.37%
1.18%
$2.383M
98,308 shares@ 24.25 avg price
Jacob Godfrey@International Assets Investment Management, Llc
Recent Activity
New Position
0.12%
$1.323M
54,745 shares@ 24.18 avg price
Amanda Ross@Ameritas Advisory Services, Llc
Recent Activity
Increased 7.09%
0.05%
$1.313M
54,182 shares@ 24.25 avg price
Randall Eli Joseph@Secure Asset Management, Llc
Recent Activity
Increased 4.37%
0.18%
$1.182M
48,775 shares@ 24.24 avg price
Aryn Sands@Boyce & Associates Wealth Consulting, Inc.
Recent Activity
Increased 220.63%
1.14%
$1.126M
46,436 shares@ 24.25 avg price
Jeffrey A. Smith@Atomi Financial Group, Inc.
Recent Activity
Decreased -5.09%
0.06%
$1.105M
45,585 shares@ 24.25 avg price
Christine McElvania@Quad-cities Investment Group, Llc
Recent Activity
Increased 11.04%
0.49%
$984,573
40,618 shares@ 24.24 avg price