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
DAVID TODD CLARK@Westside Investment Management, Inc.
Recent Activity
0.08%
$364,953
6,171 shares@ 59.15 avg price
Andrew Endelman@Independent Wealth Network Inc.
Recent Activity
Increased 4.81%
0.14%
$337,885
5,713 shares@ 59.15 avg price
Andy Peters@Goldstein Advisors, Llc
Recent Activity
Decreased -3.8%
0.05%
$333,313
5,636 shares@ 59.14 avg price
Lorraine Wang@Gamma Investing Llc
Recent Activity
Increased 39.74%
0.03%
$324,028
5,479 shares@ 59.14 avg price
Jason P Edgar@Bar Harbor Wealth Management
Recent Activity
0.03%
$310,958
5,258 shares@ 59.14 avg price
John Taylor-Jones@Private Client Services, Llc
Recent Activity
Decreased -11.64%
0.13%
$229,286
3,877 shares@ 59.15 avg price
Matthew Robert Ihlein@Traynor Capital Management, Inc.
Recent Activity
New Position
0.02%
$208,646
3,528 shares@ 59.15 avg price
Jean Elzayek@Householder Group Estate & Retirement Specialist, Llc
Recent Activity
Decreased -29.83%
0.15%
$197,000
3,333 shares@ 59.11 avg price
Catherine Walker@Pinnacle Bancorp, Inc.
Recent Activity
Increased 34.24%
0.06%
$173,931
2,941 shares@ 59.15 avg price
Christina Duncan@Psi Advisors, Llc
Recent Activity
0.02%
$66,237
1,120 shares@ 59.15 avg price