RDVI

Ft Vest Rising Dividend Achi

Latest period2026 - Q2Total superinvestors20

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, 20 superinvestors own shares of Ft Vest Rising Dividend Achi (RDVI), 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 Ft Vest Rising Dividend Achi (RDVI), 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 Ft Vest Rising Dividend Achi (RDVI) 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 Ft Vest Rising Dividend Achi (RDVI) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Brenda Bickle@Adamsbrown Wealth Consultants Llc
Recent Activity
Increased 2.14%
3.81%
$20.171M
686,102 shares@ 29.41 avg price
Keith Mahan@Stonecrest Wealth Management, Inc.
Recent Activity
Increased 0.56%
1.7%
$5.3M
180,277 shares@ 29.41 avg price
Justin Soucie@G&s Capital Llc
Recent Activity
Increased 1.63%
1.37%
$4.726M
160,757 shares@ 29.4 avg price
Stacie Brass@Accel Wealth Management
Recent Activity
Increased 48.96%
0.94%
$4.146M
141,030 shares@ 29.41 avg price
Cole Bruner@Buska Wealth Management, Llc
Recent Activity
Increased 256.75%
1.14%
$3.157M
107,379 shares@ 29.4 avg price
Christine McElvania@Quad-cities Investment Group, Llc
Recent Activity
Increased 3.77%
0.71%
$1.961M
66,688 shares@ 29.41 avg price
Larry J Sims@Truewealth Advisors, Llc
Recent Activity
Increased 18.15%
0.41%
$1.788M
60,800 shares@ 29.41 avg price
Craig Rumler@Corecap Advisors, Llc
Recent Activity
Increased 2.18%
0.05%
$1.688M
57,421 shares@ 29.4 avg price
Catherine Bluvol@Next Level Private Llc
Recent Activity
Increased 4.15%
0.29%
$1.46M
49,650 shares@ 29.41 avg price
Aryn Sands@Avior Wealth Management, Llc
Recent Activity
Increased 3.49%
0.03%
$894,912
30,439 shares@ 29.41 avg price

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