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
Kenneth W Pegher Jr@Sfg Wealth Management, Llc.
Recent Activity
Increased 15.39%
0.41%
$769,088
13,004 shares@ 59.15 avg price
Phillip G. Trueblood@Trueblood Wealth Management, Llc
Recent Activity
Increased 1.39%
0.36%
$723,460
12,233 shares@ 59.15 avg price
Tom Lewis@Krilogy Financial Llc
Recent Activity
Decreased -1.93%
0.05%
$703,303
11,892 shares@ 59.15 avg price
Theresa Fanning@Clarus Wealth Advisors
Recent Activity
Decreased -3.14%
0.36%
$711,259
11,888 shares@ 59.83 avg price
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Increased 223.06%
0.01%
$699,000
11,827 shares@ 59.11 avg price
Evan J. Lynch@Lynch & Associates In
Recent Activity
Increased 9.96%
0.14%
$642,379
10,862 shares@ 59.15 avg price
JENNIFER SZARO@Xml Financial, Llc
Recent Activity
0.06%
$622,449
10,525 shares@ 59.15 avg price
Randall Eli Joseph@Secure Asset Management, Llc
Recent Activity
Decreased -72.71%
0.1%
$597,160
10,097 shares@ 59.15 avg price
John Phillips V@Red Door Wealth Management, Llc
Recent Activity
0.07%
$416,700
7,046 shares@ 59.14 avg price
Fredrick Williams@Old Port Advisors
Recent Activity
Increased 0.44%
0.12%
$399,609
6,757 shares@ 59.15 avg price