RDVY

First Trust Rising Dividend

Latest period2026 - Q2Total superinvestors91

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2026-Q1 and 2026-Q2. According to the most recent SEC 13F filing, 91 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

SuperinvestorPortfolio %Reported Value
Ray Fenger@Paradiem, Llc
Recent Activity
New Position
10.68%
$49.505M
610,726 shares@ 81.07 avg price
Simon Liu@Rvw Wealth, Llc
Recent Activity
Increased 2.84%
3.14%
$47.575M
586,906 shares@ 81.07 avg price
Lindsay Fields@Rise Advisors, Llc
Recent Activity
Increased 3.86%
11.2%
$39.768M
490,602 shares@ 81.07 avg price
Andrew Walz@First Heartland Consultants, Inc.
Recent Activity
Increased 1.64%
2.57%
$39.599M
488,517 shares@ 81.06 avg price
Thomas Hamilton@Hobart Private Capital, Llc
Recent Activity
Decreased -17.03%
5.97%
$34.742M
428,601 shares@ 81.06 avg price
Catherine Bluvol@Next Level Private Llc
Recent Activity
Increased 4.43%
6.02%
$30.689M
378,597 shares@ 81.07 avg price
Bridget Johnson@Crumly & Associates Inc.
Recent Activity
Increased 5.52%
5.01%
$26.164M
322,777 shares@ 81.07 avg price
John Howard@Howard Financial Services, Ltd.
Recent Activity
Increased 4.02%
2.43%
$24.291M
299,667 shares@ 81.07 avg price
Richard A. Flora@Key Client Fiduciary Advisors, Llc
Recent Activity
Increased 1.63%
6.68%
$23.128M
285,320 shares@ 81.07 avg price
Emma Seiler@Redhawk Wealth Advisors, Inc.
Recent Activity
Increased 89.68%
2.13%
$21.581M
266,232 shares@ 81.07 avg price

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