RDVY

First Trust Rising Dividend

Latest period2024 - Q4Total superinvestors213

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, 213 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

SuperinvestorPortfolio %Reported Value
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 12.58%
0.11%
$39.458M
667,203 shares@ 59.14 avg price
Stephen Smith@Kestra Private Wealth Services, Llc
Recent Activity
Decreased -4.63%
0.67%
$39.034M
660,029 shares@ 59.14 avg price
Simon Liu@Rvw Wealth, Llc
Recent Activity
Increased 1.01%
3.53%
$37.81M
639,327 shares@ 59.15 avg price
Michael Sicuranza@Affinity Wealth Management Llc
Recent Activity
Decreased -0.26%
5.5%
$31.021M
524,540 shares@ 59.14 avg price
Lori L. Fuerstenberg@Koshinski Asset Management, Inc.
Recent Activity
Increased 2.71%
2.63%
$30.686M
518,874 shares@ 59.15 avg price
Joshua John Britton@Financial Partners Group, Inc
Recent Activity
Increased 4.14%
4.22%
$28.855M
487,911 shares@ 59.14 avg price
Thomas Hamilton@Hobart Private Capital, Llc
Recent Activity
Increased 1.24%
6.46%
$25.997M
439,584 shares@ 59.15 avg price
Jon Pawlowski@Stratos Wealth Partners, Ltd.
Recent Activity
Increased 2.54%
0.36%
$25.268M
427,249 shares@ 59.15 avg price
Jarrett Jacobs@Fifth Third Securities, Inc.
Recent Activity
Increased 7.76%
1.85%
$21.688M
366,715 shares@ 59.15 avg price
Marc J. Pugsley@Foundations Investment Advisors, Llc
Recent Activity
Increased 6.72%
0.35%
$17.624M
298,004 shares@ 59.15 avg price

1-10 of 213