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
Amanda J Doran@Advance Capital Management, Inc.
Recent Activity
Decreased -3.63%
0.24%
$5.055M
85,479 shares@ 59.14 avg price
Jennifer Valteau@Truwealth Advisors, Llc
Recent Activity
Increased 1.01%
0.26%
$4.208M
71,145 shares@ 59.15 avg price
Jennifer Street@Claro Advisors Llc
Recent Activity
Increased 8.64%
0.55%
$4.033M
68,190 shares@ 59.15 avg price
Justin Fulmer@Shelton Wealth Management, Llc
Recent Activity
Decreased -11.97%
1.97%
$3.802M
64,281 shares@ 59.15 avg price
Stephanie West@Thurston, Springer, Miller, Herd & Titak, Inc.
Recent Activity
Increased 102.31%
0.74%
$3.625M
61,301 shares@ 59.14 avg price
Cassandra Kirby@Braun-bostich & Associates Inc.
Recent Activity
Decreased -3.95%
2.62%
$3.623M
61,266 shares@ 59.14 avg price
Ashleigh Swayze@San Luis Wealth Advisors Llc
Recent Activity
Increased 8.46%
0.69%
$3.611M
61,067 shares@ 59.14 avg price
Sheri M. Cuff@Certified Advisory Corp
Recent Activity
Increased 24.35%
0.39%
$3.513M
59,408 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 Heller@Willner & Heller, Llc
Recent Activity
Increased 2.06%
2.75%
$3.133M
52,983 shares@ 59.14 avg price