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
Tammi Ellis@Mutual Advisors, Llc
Recent Activity
Increased 1.49%
0.1%
$3.252M
52,551 shares@ 61.88 avg price
Jeff Weglarz@Goldstone Financial Group, Llc
Recent Activity
Increased 8.04%
0.49%
$3.076M
52,007 shares@ 59.14 avg price
Bonnie Larsen@Purus Wealth Management, Llc
Recent Activity
Decreased -2.61%
1.18%
$2.964M
50,113 shares@ 59.14 avg price
Michael Snyder@Beaumont Financial Advisors, Llc
Recent Activity
Decreased -1.13%
0.21%
$2.782M
47,049 shares@ 59.15 avg price
Victor Davis@Davis Investment Partners, Llc
Recent Activity
1.16%
$2.749M
46,650 shares@ 58.93 avg price
Melissa C. Anderson@Pca Investment Advisory Services Inc.
Recent Activity
1.19%
$2.559M
43,267 shares@ 59.15 avg price
Doug Baxley@Merit Financial Group, Llc
Recent Activity
Increased 5.53%
0.05%
$2.407M
40,698 shares@ 59.14 avg price
Janine Osterink@Advisory Alpha, Llc
Recent Activity
Decreased -9.66%
0.09%
$2.268M
38,357 shares@ 59.15 avg price
Dorothy L Broadhead@Truewealth Advisors, Llc
Recent Activity
Increased 4.01%
0.71%
$2.106M
35,615 shares@ 59.15 avg price
Matt Lovett@Brookstone Capital Management
Recent Activity
Increased 59.71%
0.03%
$1.722M
29,125 shares@ 59.15 avg price