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
Kelly F. Taylor@Whitaker-myers Wealth Managers, Ltd.
Recent Activity
Decreased -0.15%
0.44%
$1.495M
25,279 shares@ 59.14 avg price
Elton Wilcox@Elevated Capital Advisors, Llc
Recent Activity
Decreased -2.33%
0.37%
$1.333M
22,547 shares@ 59.15 avg price
Tom Lewis@Krilogy Financial Llc
Recent Activity
Decreased -1.93%
0.05%
$703,303
11,892 shares@ 59.15 avg price
Theresa Fanning@Clarus Wealth Advisors
Recent Activity
Decreased -3.14%
0.36%
$711,259
11,888 shares@ 59.83 avg price
Randall Eli Joseph@Secure Asset Management, Llc
Recent Activity
Decreased -72.71%
0.1%
$597,160
10,097 shares@ 59.15 avg price
Andy Peters@Goldstein Advisors, Llc
Recent Activity
Decreased -3.8%
0.05%
$333,313
5,636 shares@ 59.14 avg price
John Taylor-Jones@Private Client Services, Llc
Recent Activity
Decreased -11.64%
0.13%
$229,286
3,877 shares@ 59.15 avg price
Jean Elzayek@Householder Group Estate & Retirement Specialist, Llc
Recent Activity
Decreased -29.83%
0.15%
$197,000
3,333 shares@ 59.11 avg price
Alisha Arvold@Christopher J. Hasenberg, Inc
Recent Activity
Decreased -99.95%
0.01%
$3,548
60 shares@ 59.14 avg price