RDVY

First Trust Rising Dividend

Latest period2024 - Q4Total superinvestors82

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, 82 superinvestors own shares of First Trust Rising Dividend (RDVY), 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 Rising Dividend (RDVY), 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 Rising Dividend (RDVY) 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 Rising Dividend (RDVY) 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
Andrew Lewis@Genesis Private Wealth, Llc
Recent Activity
New Position
3.11%
$5.631M
95,219 shares@ 59.14 avg price
Rita Rhodes@Envision Financial Llc
Recent Activity
New Position
2.81%
$3.498M
59,154 shares@ 59.15 avg price
Matthew Robert Ihlein@Traynor Capital Management, Inc.
Recent Activity
New Position
0.02%
$208,646
3,528 shares@ 59.15 avg price
Jeffrey Smith@Eastern Bank
Recent Activity
New Position
0.01%
$56,715
959 shares@ 59.14 avg price
Todd J Smallwood@Sugarloaf Wealth Management, Llc
Recent Activity
New Position
0.01%
$39,979
676 shares@ 59.15 avg price
Brandon Yee@Versant Capital Management, Inc
Recent Activity
New Position
0.01%
$13,780
233 shares@ 59.15 avg price
Kari Haanstad@Modus Advisors, Llc
Recent Activity
New Position
0.01%
$6,328
107 shares@ 59.15 avg price
LEONID BERLINE@Armstrong Advisory Group, Inc
Recent Activity
New Position
0.01%
$3,904
66 shares@ 59.16 avg price
Matthew Rosenberg@Rosenberg Matthew Hamilton
Recent Activity
New Position
0%
$0
0 shares@ 0.0 avg price