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
Joyce A. Kruzan@Kaydan Wealth Management, Inc. Recent Activity Increased 2.28%	0.36%	$1.076M 18,197 shares@ 59.15 avg price	Increased 2.28%
Dominick Zizzo@Ignite Planners, Llc Recent Activity Increased 0.13%	0.23%	$1.024M 17,167 shares@ 59.67 avg price	Increased 0.13%
Jeffrey A. Smith@Atomi Financial Group, Inc. Recent Activity Increased 1.02%	0.04%	$770,434 13,027 shares@ 59.15 avg price	Increased 1.02%
Kenneth W Pegher Jr@Sfg Wealth Management, Llc. Recent Activity Increased 15.39%	0.41%	$769,088 13,004 shares@ 59.15 avg price	Increased 15.39%
Phillip G. Trueblood@Trueblood Wealth Management, Llc Recent Activity Increased 1.39%	0.36%	$723,460 12,233 shares@ 59.15 avg price	Increased 1.39%
Thomas J Bellaro@Park Avenue Securities Llc Recent Activity Increased 223.06%	0.01%	$699,000 11,827 shares@ 59.11 avg price	Increased 223.06%
Evan J. Lynch@Lynch & Associates In Recent Activity Increased 9.96%	0.14%	$642,379 10,862 shares@ 59.15 avg price	Increased 9.96%
Fredrick Williams@Old Port Advisors Recent Activity Increased 0.44%	0.12%	$399,609 6,757 shares@ 59.15 avg price	Increased 0.44%
Andrew Endelman@Independent Wealth Network Inc. Recent Activity Increased 4.81%	0.14%	$337,885 5,713 shares@ 59.15 avg price	Increased 4.81%
Lorraine Wang@Gamma Investing Llc Recent Activity Increased 39.74%	0.03%	$324,028 5,479 shares@ 59.14 avg price	Increased 39.74%