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
Tammi Ellis@Mutual Advisors, Llc Recent Activity Increased 1.49%	0.1%	$3.252M 52,551 shares@ 61.88 avg price	Increased 1.49%
Jeff Weglarz@Goldstone Financial Group, Llc Recent Activity Increased 8.04%	0.49%	$3.076M 52,007 shares@ 59.14 avg price	Increased 8.04%
Doug Baxley@Merit Financial Group, Llc Recent Activity Increased 5.53%	0.05%	$2.407M 40,698 shares@ 59.14 avg price	Increased 5.53%
Dorothy L Broadhead@Truewealth Advisors, Llc Recent Activity Increased 4.01%	0.71%	$2.106M 35,615 shares@ 59.15 avg price	Increased 4.01%
Matt Lovett@Brookstone Capital Management Recent Activity Increased 59.71%	0.03%	$1.722M 29,125 shares@ 59.15 avg price	Increased 59.71%
Steve Corless@Advisornet Financial, Inc Recent Activity Increased 5.39%	0.14%	$1.664M 28,143 shares@ 59.14 avg price	Increased 5.39%
Eric Hamilton@Avior Wealth Management, Llc Recent Activity Increased 0.01%	0.06%	$1.435M 24,264 shares@ 59.15 avg price	Increased 0.01%
Christine McElvania@Quad-cities Investment Group, Llc Recent Activity Increased 0.61%	0.66%	$1.342M 22,691 shares@ 59.15 avg price	Increased 0.61%
Michelle Schwab@Ellsworth Advisors, Llc Recent Activity Increased 5.93%	0.35%	$1.319M 22,301 shares@ 59.15 avg price	Increased 5.93%
Molly Crider@Walker Asset Management, Llc Recent Activity Increased 2.04%	0.73%	$1.184M 20,021 shares@ 59.15 avg price	Increased 2.04%