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
Michael McComb@Arkadios Wealth Advisors
Recent Activity
Increased 26.3%
0.4%
$7.238M
122,395 shares@ 59.14 avg price
Deanna Hutchinson@Sovereign Financial Group, Inc.
Recent Activity
Increased 2.5%
1.6%
$6.956M
117,621 shares@ 59.15 avg price
Jacob Godfrey@International Assets Investment Management, Llc
Recent Activity
Decreased -98.27%
0.58%
$6.923M
117,360 shares@ 58.99 avg price
Aryn Sands@Ewg Elevate Inc.
Recent Activity
Increased 2.99%
2.06%
$6.754M
114,203 shares@ 59.15 avg price
Amanda Ross@Ameritas Advisory Services, Llc
Recent Activity
Decreased -9.04%
0.22%
$6.252M
105,723 shares@ 59.14 avg price
John Chandler@City Holding Co
Recent Activity
Increased 7.71%
0.87%
$6.128M
103,634 shares@ 59.13 avg price
Todd Penrod@Hbw Advisory Services Llc
Recent Activity
Increased 0.84%
0.63%
$6.121M
103,495 shares@ 59.15 avg price
Andrew Lewis@Genesis Private Wealth, Llc
Recent Activity
New Position
3.11%
$5.631M
95,219 shares@ 59.14 avg price
Loni Adams@Daymark Wealth Partners, Llc
Recent Activity
Increased 2.92%
0.24%
$5.604M
94,765 shares@ 59.15 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Increased 21.7%
0.15%
$5.169M
87,407 shares@ 59.15 avg price