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
Dorothy L Broadhead@Truewealth Advisors, Llc
Recent Activity
Increased 9.39%
0.29%
$842,027
34,737 shares@ 24.25 avg price
Michael McComb@Arkadios Wealth Advisors
Recent Activity
Increased 5.72%
0.05%
$747,180
30,824 shares@ 24.25 avg price
Eric Hamilton@Avior Wealth Management, Llc
Recent Activity
Increased 5.7%
0.03%
$704,741
29,073 shares@ 24.25 avg price
Richard A. Flora@Key Client Fiduciary Advisors, Llc
Recent Activity
Decreased -13.55%
0.26%
$567,571
23,415 shares@ 24.24 avg price
Stephanie West@Org Partners Llc
Recent Activity
New Position
0.05%
$339,360
14,000 shares@ 24.24 avg price
Andrew Endelman@Independent Wealth Network Inc.
Recent Activity
Increased 26%
0.14%
$323,373
13,340 shares@ 24.25 avg price
Ronald Lenihan@Seacrest Wealth Management, Llc
Recent Activity
Increased 27.25%
0.04%
$305,691
12,611 shares@ 24.25 avg price
Matt Lovett@Brookstone Capital Management
Recent Activity
New Position
0.01%
$231,007
9,530 shares@ 24.24 avg price
Todd Penrod@Hbw Advisory Services Llc
Recent Activity
Decreased -26.1%
0.03%
$223,056
9,202 shares@ 24.24 avg price
Dominick Zizzo@Ignite Planners, Llc
Recent Activity
0.05%
$224,011
9,162 shares@ 24.46 avg price