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Disclosery

RDVI FIRST TR EXCHANGE-TRADED FD

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FT VEST RIS (fund)

310 managers (313 13F filers) reported a position in RDVI shares at 2026-06-30, 70,426,657 shares in all. 40 filers opened a position and 8 filers sold out during the quarter.

Managers
310
13F filers
313
New
40
Added
184
Reduced
63
Sold out
8
Shares held by filers
70,426,657

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC12,801,978$376M0.08%+1,464,96113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,084,913$120M0.02%+323,60013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,767,292$111M0.03%+209,20813F-HRTimelineGroup
Cetera Investment Advisers2,786,549$81.9M0.07%+338,44213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,606,955$76.6M0.01%+128,25913F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,579,990$75.9M0.06%+124,31313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,487,340$73.1M0.09%+305,61413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC2,080,391$61.2M0.08%+64,68113F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding1,447,600$42.6M+108,091Timeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.1,253,958$36.9M0.05%+76,19413F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.974,155$28.6M0.39%+39,34413F-HRTimeline
Cambridge Investment Research Advisors,…941,301$27.7M0.06%+29,88713F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding884,118$26M+5,271Timeline
Arax Advisory Partners858,837$25.2M0.17%+96,24113F-HRTimeline
PINNACLE ASSOCIATES LTD852,753$25.1M0.27%+10,61913F-HRTimeline
Janney Montgomery Scott LLC781,655$23M0.04%+115,48013F-HRTimeline
Prospera Financial Services Inc714,319$21M0.31%+35,48913F-HRTimeline
Merit Financial Group, LLC713,832$21M0.13%-15,25713F-HR/ATimeline
PARK NATIONAL CORP /OH/711,228$20.9M0.59%+30,69613F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC686,102$20.2M3.8%+14,32813F-HRTimeline
Integrated Wealth Concepts LLC634,649$18.7M0.09%+55,05613F-HRTimeline
Second Half Financial Partners, LLC628,118$18.5M7.57%013F-HRTimeline
Steward Partners Investment Advisory, L…604,216$17.8M0.09%+82,20113F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding586,320$17.2M-28,825Timeline
Focus Partners Wealthin group Focus Partners Wealth546,374$16.1M0.02%-110,48213F-HRTimelineGroup
VestGen Advisors, LLC545,359$16M0.47%+4,07713F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED514,302$15.1M0.92%+28,91413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…517,800$15.1M0.03%+74,23413F-HRTimeline
Beaumont Financial Advisors, LLC506,641$14.9M0.95%+1,41413F-HRTimeline
Cooper Capital Advisors LLC486,689$14.3M6.21%+18,84213F-HRTimeline
Argent Advisors, Inc.441,026$13M3.24%-4,12513F-HRTimeline
HighTower Advisors, LLC437,345$12.9M0.01%+97,67713F-HRTimeline
Clarus Group, Inc.425,643$12.5M4.24%-6,24013F-HRTimeline
Prime Capital Investment Advisors, LLC423,807$12.5M0.12%-198,18213F-HRTimeline
Summit Financial Wealth Advisors, LLC406,865$12M1.53%+11,01513F-HRTimeline
Private Advisor Group, LLC366,388$10.8M0.05%+108,90213F-HRTimeline
Aptus Capital Advisors, LLC363,384$10.7M0.08%-11,49913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…362,301$10.7M0.09%+16,86713F-HRTimelineGroup
Farther Finance Advisors, LLC360,184$10.6M0.08%+95,47413F-HRTimeline
Pinnacle Wealth Management Advisory Gro…349,706$10.3M0.61%+3,29413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…341,896$10.1M0.02%+32,56213F-HRTimelineGroup
Echo Wealth Management, LLC330,875$9.73M4.96%+23,70913F-HRTimeline
Snowden Capital Advisors LLC316,399$9.3M0.22%-5713F-HRTimeline
Luken Investment Analytics, LLC293,324$8.62M3.01%-67,33413F-HRTimeline
&PARTNERS292,479$8.6M0.04%-46,43113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC289,620$8.51M0.1%+7,93513F-HRTimelineGroup
ARQ WEALTH ADVISORS, LLC294,973$8.5M1.05%+97,50613F-HRTimeline
Atlas Private Wealth Advisors284,512$8.36M1.83%-100,34213F-HRTimeline
NewEdge Advisors, LLC279,969$8.23M0.02%+57,23313F-HRTimeline
Aurora Private Wealth, Inc.257,278$7.56M4.8%+77,45913F-HRTimeline
RFG Advisory, LLC257,160$7.56M0.12%+31,35813F-HRTimeline
Oxford Wealth Group, LLC248,184$7.3M3.26%+38,19913F-HRTimeline
IFP Advisors, Inc239,480$7.04M0.13%+54,13913F-HRTimeline
HighPoint Advisor Group LLC234,838$6.9M0.24%+40,07313F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …228,833$6.73M0.05%+64,65213F-HRTimelineGroup
J.W. COLE ADVISORS, INC.215,085$6.32M0.11%+54,80313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV209,963$6.17M0.29%+6,95113F-HRTimeline
MML INVESTORS SERVICES, LLC202,755$5.96M0.01%+56,61113F-HRTimeline
Kingsview Wealth Management, LLC202,280$5.95M0.07%+56,21213F-HRTimeline
Patriot Financial Group Insurance Agenc…187,978$5.53M0.57%-139,25013F-HRTimeline
Summit Financial, LLC185,519$5.45M0.06%-5,22413F-HRTimeline
Stonebridge Financial Planning Group, L…181,543$5.34M1.7%-1,18513F-HRTimeline
Meadow Creek Wealth Advisors LLC181,531$5.34M3.26%+7,96613F-HRTimeline
StoneCrest Wealth Management, Inc.180,277$5.3M1.69%+98913F-HRTimeline
Trueblood Wealth Management, LLC174,899$5.14M1.79%+6,92713F-HRTimeline
RiverTree Advisors, LLC174,809$5.14M3.03%+21,68713F-HRTimeline
Capital Investment Advisory Services, L…174,242$5.12M0.32%-12,09313F-HRTimeline
Gateway Wealth Partners, LLC172,209$5.06M0.3%-150,42913F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.171,840$5.05M0.2%+8,40613F-HRTimelineGroup
D.A. DAVIDSON & CO.163,866$4.82M0.03%+8,36413F-HRTimeline
Elevation Advisory Partners LLC165,647$4.79M4.91%+83,58313F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC162,842$4.79M0.06%+1,37413F-HRTimelineGroup
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…161,312$4.74M1.47%+4,85713F-HRTimelineGroup
G&S Capital LLC160,757$4.73M1.37%+2,57613F-HRTimeline
Compass Financial Services Inc160,135$4.71M1.76%+7,57113F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp155,433$4.57M0.08%+73,15613F-HRTimelineGroup
Semus Wealth Partners LLC153,022$4.5M2.17%+5,70513F-HRTimeline
MGO ONE SEVEN LLC151,710$4.46M0.07%+134,30513F-HRTimeline
Atlas Wealth LLC148,102$4.35M0.62%+1,14813F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK145,345$4.27M0.02%013F-HRTimelineGroup
Retirement Planning Group, LLC142,520$4.19M0.11%+15,32113F-HRTimeline
Accel Wealth Management141,030$4.15M0.93%+46,35313F-HRTimeline
Delta Investment Management, LLC140,825$4.14M0.68%+10,78113F-HRTimeline
LANGLEY WEALTH MANAGEMENT, LLC137,795$4.05M3.95%13F-HR/ATimeline
INDEPENDENT FINANCIAL GROUP, LLC130,550$3.84M0.07%-46,22613F-HRTimeline
Prostatis Group LLC126,488$3.72M0.87%-14,10313F-HRTimeline
Sanctuary Advisors, LLC126,310$3.71M0.02%+2,34613F-HRTimeline
Centerpoint Advisory Group125,462$3.69M2.34%+31,19913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP125,163$3.68M<0.01%+8,37213F-HRTimelineGroup
Rehmann Capital Advisory Group118,403$3.48M0.16%-2,51713F-HRTimeline
FISCHER INVESTMENT STRATEGIES, LLC117,905$3.47M1.65%+44,70013F-HRTimeline
Arkadios Wealth Advisors114,238$3.36M0.05%-6,68213F-HRTimeline
Buska Wealth Management, LLC107,379$3.16M1.14%+77,27913F-HRTimeline
KPP Advisory Services LLC107,221$3.15M0.4%+2,99813F-HRTimeline
Foundations Investment Advisors, LLC106,281$3.12M0.03%+40,41113F-HRTimeline
Gladstone Institutional Advisory LLC103,859$3.05M0.1%+6,56013F-HRTimeline
BEACON FINANCIAL GROUP98,952$2.91M0.26%+9,10313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …97,103$2.85M0.03%+1,54213F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC97,070$2.85M0.07%+6,56713F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…96,808$2.85M0.06%+73,10713F-HRTimelineGroup
WEDBUSH SECURITIES INC94,808$2.79M0.07%+10,20013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management93,210$2.74M0.03%+6,12013F-HRTimelineGroup
VIMA LLC89,567$2.63M2.57%13F-HRTimeline
World Investment Advisors91,351$2.62M0.04%+1,18513F-HRTimeline
Advisory Advocates, LLC85,403$2.51M2.15%+6,38013F-HRTimeline
IHT Wealth Management, LLC84,287$2.48M0.05%+18,24013F-HRTimeline
Maridea Wealth Management LLC81,541$2.4M0.26%-12313F-HRTimeline
Sequent Planning LLC80,741$2.37M0.51%-21,70513F-HRTimeline
Balboa Wealth Partners80,396$2.36M0.32%-6,14213F-HRTimeline
Resolute Wealth Strategies, LLC79,451$2.34M0.9%+8,32813F-HRTimeline
Western Wealth Management, LLC74,930$2.2M0.07%+3,35013F-HRTimeline
Boyce & Associates Wealth Consulting, I…74,107$2.18M1.51%+1,96613F-HRTimeline
Indivisible Partners74,070$2.18M0.12%+80013F-HRTimeline
Triumph Capital Management73,215$2.15M0.39%+2,63413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.70,200$2.06M0.01%+22,84413F-HRTimelineGroup
CALTON & ASSOCIATES, INC.69,431$2.04M0.3%-33,28813F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…67,173$1.97M0.02%+17,09113F-HRTimelineGroup
FWG Holdings, LLC68,116$1.96M0.68%new13F-HRTimeline
Quad-Cities Investment Group, LLC66,688$1.96M0.7%+2,41813F-HRTimeline
MTM Investment Management, LLC65,810$1.93M0.55%+2,73313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…65,687$1.92M0.11%+2,79913F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…65,052$1.91M0.79%+3,03013F-HRTimelineGroup
Ausdal Financial Partners, Inc.64,465$1.9M0.07%-1,30013F-HRTimeline
John W. Brooker & Co., CPAs64,203$1.89M2.28%+23,79313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…63,591$1.87M<0.01%+13,08813F-HRTimelineGroup
WCG Wealth Advisors LLC61,142$1.8M0.04%+9,26213F-HRTimeline
TrueWealth Advisors, LLC60,800$1.79M0.4%+9,33913F-HRTimeline
Tidemark, LLC58,616$1.72M0.39%-13,45913F-HRTimeline
Sigma Planning Corp58,535$1.72M0.04%+10,28713F-HRTimeline
CoreCap Advisors, LLC57,421$1.69M0.05%+1,22513F-HRTimeline
Creative Planningin group Creative Planning57,313$1.69M<0.01%-94213F-HRTimelineGroup
MILESTONE ASSET MANAGEMENT, LLC56,054$1.65M0.26%-15,50413F-HRTimeline
Legacy Capital Wealth Partners, LLC55,544$1.63M0.31%+2,05113F-HRTimeline
Owen LaRue, LLC54,811$1.61M0.56%+10,74713F-HRTimeline
Garden State Investment Advisory Servic…54,129$1.59M0.31%+2,73313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…53,451$1.57M0.05%+9,42613F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP53,091$1.56M<0.01%+2,94513F-HRTimelineGroup
Core Wealth Partners LLC52,531$1.54M0.66%+7,28713F-HRTimeline
PSI Advisors, LLC52,380$1.54M0.36%new13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV51,258$1.51M0.07%+6,09913F-HRTimeline
Plotkin Financial Advisors, LLC50,790$1.49M0.62%+4,64213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC49,815$1.46M0.03%+4,69113F-HRTimelineGroup
Next Level Private LLC49,650$1.46M0.29%+1,97613F-HRTimeline
CENTAURUS FINANCIAL, INC.49,628$1.46M0.06%+13,87913F-HRTimeline
Savvy Advisors, Inc.48,580$1.43M0.03%+11913F-HRTimeline
Comprehensive Financial Planning, Inc./…48,008$1.41M0.75%-91113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC46,964$1.38M<0.01%new13F-HRTimelineGroup
Mutual Advisors, LLC46,448$1.37M0.03%+35,05113F-HRTimeline
Truvestments Capital LLC45,893$1.35M0.2%-5,75113F-HRTimeline
Marshall Financial Group, LLC44,351$1.3M0.19%-4,11413F-HRTimeline
Compound Planning, Inc.43,935$1.29M0.03%+1,32013F-HRTimeline
Visionary Wealth Advisors43,226$1.27M0.05%new13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…43,178$1.27M0.04%+2,49413F-HRTimelineGroup
Insight Advisors, LLC/ PA42,807$1.26M0.22%+22813F-HRTimeline
Ashton Thomas Private Wealth, LLC42,786$1.26M0.03%-1,68113F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC42,431$1.25M0.52%+19,55013F-HRTimeline
Asset Allocation Strategies LLC41,864$1.23M0.19%+8,22413F-HRTimeline
Kovack Advisors, Inc.41,717$1.22M0.06%+3,63613F-HRTimeline
WINNACLE WEALTH LLC41,167$1.21M0.82%+6,71713F-HRTimeline
Raab & Moskowitz Asset Management LLC41,025$1.21M0.24%013F-HRTimeline
Mariner, LLCin group Mariner, LLC40,514$1.19M<0.01%-298,67913F-HRTimelineGroup
Advyzon Investment Management, LLC39,810$1.17M0.08%+14,88413F-HRTimeline
INTEGRITY ALLIANCE, LLC.39,685$1.17M0.04%new13F-HRTimeline
MONEY CONCEPTS CAPITAL CORP38,877$1.14M0.05%+25,85213F-HRTimeline
Uniting Wealth Partners, LLC38,542$1.13M0.23%+25,02913F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC37,868$1.11M0.02%+13,13313F-HRTimeline
AE Wealth Management LLC37,237$1.09M0.01%+4,13013F-HRTimeline
Harvest Investment Services, LLC37,045$1.09M0.17%-1,01913F-HRTimeline
Regal Investment Advisors LLC36,957$1.09M0.06%+60613F-HRTimeline
Orion Porfolio Solutions, LLC36,788$1.08M0.01%-66,02613F-HRTimeline
Avidian Wealth Enterprises, LLC35,523$1.04M0.03%+19213F-HRTimeline
QTR Family Wealth, LLC34,677$1.02M0.36%+8013F-HRTimeline
Clear Creek Financial Management, LLC34,313$1.01M0.06%+1,34913F-HRTimeline
Darwin Wealth Management, LLC33,916$997K0.27%+13,48013F-HRTimeline
Moors & Cabot, Inc.33,686$990K0.04%+17,53513F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC33,413$982K0.04%013F-HRTimeline
Acorn Wealth Advisors, LLC31,816$935K0.23%+19,60913F-HRTimeline
Global Assets Advisory, LLC31,490$920K0.2%new13F-HRTimeline
Signature Equity Partners, LLC30,988$911K0.42%+7,22613F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC30,898$908K0.03%+2,48613F-HRTimeline
Avior Wealth Management, LLC30,439$895K0.02%+1,02513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY30,410$894K<0.01%+15,06913F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…30,207$888K<0.01%new13F-HRTimelineGroup
PRIVATE TRUST CO NA29,551$869K0.07%+3,51513F-HRTimeline
Integrated Advisors Network LLC28,204$829K0.04%+85713F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC28,140$827K0.06%new13F-HRTimelineGroup
TCFG Investment Advisors, LLCin group TCFG Investment Advisors, LLC26,785$787K0.27%+3,57613F-HRTimelineGroup
Formidable Asset Management, LLC30,635$783K0.12%+10,00013F-HRTimeline
Triad Wealth Partners, LLC26,609$782K0.05%new13F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC25,999$764K0.02%+4,22613F-HRTimeline
NOVEM GROUP25,940$763K0.08%+6,22613F-HRTimeline
1776 Wealth LLC25,157$740K0.26%+1,63813F-HRTimeline
Forefront Wealth Partners, LLC25,005$735K0.23%-16913F-HRTimeline
TKG Advisors, LLC24,434$718K0.25%+2,30213F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.23,508$691K0.17%-94813F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …23,164$681K0.01%-1713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC22,646$666K<0.01%new13F-HRTimelineGroup
COZAD ASSET MANAGEMENT INC22,575$664K0.04%+4,61013F-HRTimeline
Advisory Services Network, LLC22,230$654K0.01%+2,34113F-HRTimeline
Sound Income Strategies, LLC21,563$634K0.03%+5013F-HRTimeline