RDVY

First Trust Rising Dividend

Latest period2024 - Q4Total superinvestors82

The latest quarter's data is still being updated as more institutional investors submit their 13F reports, so the current information might be incomplete.

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 (%)

The most recent quarter may show incomplete data because not all institutional investors have filed their 13F reports yet.

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

Current New Position Increased Decreased Exited

Superinvestor	Portfolio %	Reported Value	Recent Activity
John Chandler@City Holding Co Recent Activity Increased 7.71%	0.87%	$6.128M 103,634 shares@ 59.13 avg price	Increased 7.71%
Todd Penrod@Hbw Advisory Services Llc Recent Activity Increased 0.84%	0.63%	$6.121M 103,495 shares@ 59.15 avg price	Increased 0.84%
Loni Adams@Daymark Wealth Partners, Llc Recent Activity Increased 2.92%	0.24%	$5.604M 94,765 shares@ 59.15 avg price	Increased 2.92%
James Krause@Wealthcare Advisory Partners Llc Recent Activity Increased 21.7%	0.15%	$5.169M 87,407 shares@ 59.15 avg price	Increased 21.7%
Jennifer Valteau@Truwealth Advisors, Llc Recent Activity Increased 1.01%	0.26%	$4.208M 71,145 shares@ 59.15 avg price	Increased 1.01%
Jennifer Street@Claro Advisors Llc Recent Activity Increased 8.64%	0.55%	$4.033M 68,190 shares@ 59.15 avg price	Increased 8.64%
Stephanie West@Thurston, Springer, Miller, Herd & Titak, Inc. Recent Activity Increased 102.31%	0.74%	$3.625M 61,301 shares@ 59.14 avg price	Increased 102.31%
Ashleigh Swayze@San Luis Wealth Advisors Llc Recent Activity Increased 8.46%	0.69%	$3.611M 61,067 shares@ 59.14 avg price	Increased 8.46%
Sheri M. Cuff@Certified Advisory Corp Recent Activity Increased 24.35%	0.39%	$3.513M 59,408 shares@ 59.14 avg price	Increased 24.35%
Matthew Heller@Willner & Heller, Llc Recent Activity Increased 2.06%	2.75%	$3.133M 52,983 shares@ 59.14 avg price	Increased 2.06%