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
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 12.58%
0.11%
$39.458M
667,203 shares@ 59.14 avg price
Lori L. Fuerstenberg@Koshinski Asset Management, Inc.
Recent Activity
Increased 2.71%
2.63%
$30.686M
518,874 shares@ 59.15 avg price
Richard A. Flora@Key Client Fiduciary Advisors, Llc
Recent Activity
Decreased -2.2%
7.68%
$17.408M
294,350 shares@ 59.14 avg price
J. Bradley Zellar@Park National Corp Oh
Recent Activity
Increased 0.31%
0.62%
$16.863M
285,137 shares@ 59.15 avg price
Stephanie West@Org Partners Llc
Recent Activity
Increased 259.3%
1.63%
$11.953M
202,120 shares@ 59.15 avg price
John Howard@Howard Financial Services, Ltd.
Recent Activity
Decreased -0.61%
1.61%
$11.827M
199,981 shares@ 59.15 avg price
Jon Greer@Gsg Advisors Llc
Recent Activity
Increased 10.22%
2.96%
$9.361M
158,292 shares@ 59.14 avg price
Aryn Sands@Kmg Fiduciary Partners, Llc
Recent Activity
Increased 17.52%
0.76%
$9.09M
153,695 shares@ 59.14 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
0.02%
$8.836M
149,226 shares@ 59.21 avg price
Emma Seiler@Redhawk Wealth Advisors, Inc.
Recent Activity
Increased 12.2%
1.16%
$8.515M
143,987 shares@ 59.15 avg price