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Disclosery

RDVI FIRST TR EXCHANGE-TRADED FD

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FT VEST RIS (fund)

312 managers (315 13F filers) reported a position in RDVI shares at 2026-06-30, 71,025,378 shares in all. 41 filers opened a position and 9 filers sold out during the quarter.

Managers
312
13F filers
315
New
41
Added
185
Reduced
63
Sold out
9
Shares held by filers
71,025,378

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
Sound Income Strategies, LLC21,563$634K0.03%+5013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC21,544$633K0.03%+1,28413F-HRTimeline
Stirlingshire Investments, Inc.21,347$628K0.47%+6,53013F-HRTimeline
Whipplewood Advisors, LLC21,256$625K0.42%-126,99813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…20,776$611K0.01%+1,10513F-HRTimelineGroup
National Wealth Management Group, LLC20,553$604K0.19%-2,42713F-HRTimeline
SMITH, MOORE & CO.19,629$577K0.04%+1,42413F-HRTimeline
Main Street Financial Solutions, LLC18,878$555K0.04%-92413F-HRTimeline
Waverly Advisors, LLC18,267$537K<0.01%+1,53413F-HRTimeline
Pine Valley Investments Ltd Liability Co17,819$524K0.02%+43513F-HRTimeline
Bluespring Wealth Management, LLC17,738$521K0.01%new13F-HRTimeline
Sovran Advisors, LLC17,758$519K0.04%+4,71913F-HRTimeline
HBW ADVISORY SERVICES LLC17,386$511K0.05%-14,86413F-HRTimeline
IFG Advisory, LLC17,146$504K0.02%new13F-HRTimeline
Cornerstone Wealth Management, LLC17,093$503K0.02%-6413F-HRTimeline
B. Riley Wealth Advisors, Inc.17,131$500K0.03%-34313F-HRTimeline
Independent Wealth Network Inc.16,564$487K0.12%-6013F-HRTimeline
Cyndeo Wealth Partners, LLC16,553$487K0.02%+4,87513F-HRTimeline
Comprehensive Financial Consultants Ins…16,172$475K0.13%013F-HRTimeline
OLD MISSION CAPITAL LLC16,015$471K0.01%new13F-HRTimeline
First Heartland Consultants, Inc.15,974$470K0.03%-47013F-HRTimeline
MSH Capital Advisors LLC15,485$455K0.08%new13F-HRTimeline
Ignite Planners, LLC15,342$451K0.06%+6713F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC14,926$439K0.19%new13F-HRTimeline
Continuum Advisory, LLC14,795$435K0.04%new13F-HRTimeline
HBK Sorce Advisory LLC14,404$430K0.01%+6,54713F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…13,882$408K0.05%+3,74013F-HRTimeline
AFT, FORSYTH & COMPANY, INC.13,544$398K0.19%+41713F-HRTimeline
Proactive Wealth Strategies LLC13,368$393K0.06%-3,52613F-HRTimeline
Tortuga Wealth Management, Inc13,225$389K0.29%+2,00013F-HRTimeline
WealthTrust Asset Management, LLC13,127$386K0.21%+89513F-HRTimeline
Gerald Baker Financial Group LLC12,365$364K0.1%+24113F-HRTimeline
SHP Wealth Management12,285$361K0.02%013F-HRTimeline
Cresset Asset Management, LLC12,155$357K<0.01%+27013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC11,769$346K<0.01%+79413F-HRTimelineGroup
Element Wealth, LLC11,654$343K0.13%-1,85913F-HRTimeline
Faithward Advisors, LLC11,023$324K0.04%+89313F-HRTimeline
Chris Bulman Inc10,147$298K0.11%+1713F-HRTimeline
WESPAC Advisors SoCal, LLC10,117$297K0.05%new13F-HRTimeline
Forty-three Eighteen Advisors, LLC9,918$292K0.2%013F-HRTimeline
Ergawealth Advisors, Inc.9,749$287K0.11%-6,03113F-HRTimeline
EP Wealth Advisors, LLC9,450$278K<0.01%013F-HRTimeline
Alessandra Capital Management, LLC9,400$276K0.2%013F-HRTimeline
DHJJ Financial Advisors, Ltd.9,358$275K0.08%+6613F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO9,331$274K0.02%new13F-HRTimeline
Quantinno Capital Management LP9,329$274K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…9,323$274K<0.01%+7,75213F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.9,173$273K0.07%+23013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC9,199$270K0.02%+50713F-HRTimeline
RHODES INVESTMENT ADVISORS INC /ADV9,125$268K0.2%+20013F-HRTimeline
PFG Advisors8,985$264K0.01%+35013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…8,869$261K0.04%-30213F-HRTimeline
Nuveen, LLCin group TIAA8,734$257K<0.01%new13F-HRTimelineGroup
Core Wealth Advisors, Inc.8,716$256K0.05%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…8,679$255K<0.01%-14,07313F-HRTimelineGroup
Synergy Asset Management, LLCin group Synergy Asset Management, LLC8,588$252K0.02%new13F-HRTimelineGroup
Inspire Advisors, LLCin group Inspire Investing, LLC8,490$250K0.02%new13F-HRTimelineGroup
Walkner Condon Financial Advisors LLC8,462$249K0.03%new13F-HRTimeline
Northwest Wealth Advisors, LLC8,188$241K0.14%+5613F-HRTimeline
Geneos Wealth Management Inc.8,069$237K<0.01%+7,98213F-HRTimeline
First Business Financial Services, Inc.8,052$237K0.02%013F-HRTimeline
Mattern Wealth Management LLC8,000$235K0.04%new13F-HRTimeline
Simplicity Wealth,LLC7,978$235K0.01%new13F-HRTimeline
Prospect Financial Services LLC7,966$234K0.12%new13F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC7,872$231K0.14%new13F-HRTimeline
Split Rock Private Trading & Wealth Man…7,697$226K0.16%-2,49413F-HRTimeline
Koshinski Asset Management, Inc.7,610$224K0.01%new13F-HRTimeline
Treasure Coast Financial Planning7,576$223K0.11%new13F-HRTimeline
Mach-1 Financial Group, LLC7,519$221K0.09%-1,30013F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …7,500$220K0.01%new13F-HRTimelineGroup
NWF Advisory Services Inc.7,200$212K0.02%new13F-HRTimeline
Kraft, Davis & Associates, LLC7,244$207K0.04%-57313F-HRTimeline
Total Clarity Wealth Management, Inc.7,000$206K0.04%-9,79413F-HRTimeline
BlueChip Wealth Advisors LLC6,814$200K0.08%new13F-HRTimeline
N.E.W. Advisory Services LLC6,464$190K0.01%+11213F-HRTimeline
Catherine Avery Investment Management L…6,443$189K0.08%new13F-HRTimeline
Medallion Wealth Advisors, LLC6,100$179K0.06%+1,93113F-HRTimeline
LANARK FINANCIAL, INC.5,413$159K0.01%-1,60713F-HRTimeline
IMG Wealth Management, Inc.5,364$158K0.09%+3,05213F-HRTimeline
Topsail Wealth Management, LLC5,094$150K0.02%013F-HRTimeline
BARRETT & COMPANY, INC.4,600$135K0.04%-27513F-HRTimeline
Larson Financial Group LLC4,521$133K<0.01%+18213F-HRTimeline
Founders Financial Alliance, LLC4,500$132K0.02%013F-HRTimeline
Allworth Financial LP4,243$125K<0.01%+1,05013F-HRTimeline
TRUST CO OF VERMONT3,944$116K<0.01%13F-HRTimeline
Wagner Wealth Management, LLC3,881$114K0.02%+16413F-HRTimeline
Cape Investment Advisory, Inc.3,655$107K0.03%new13F-HRTimeline
Parallel Advisors, LLC3,332$98K<0.01%+3313F-HRTimeline
ROTHSCHILD INVESTMENT LLC3,200$94.1K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC2,072$60.9K<0.01%013F-HRTimelineGroup
ELEVATION WEALTH PARTNERS, LLC2,053$60.4K0.02%013F-HRTimeline
Smallwood Wealth Investment Management,…2,000$58.8K0.03%013F-HRTimeline
AMERIFLEX GROUP, INC.1,373$40.4K0.02%-2313F-HRTimeline
Clearstead Advisors, LLC1,233$36.3K<0.01%+18013F-HRTimeline
Archer Investment Corp1,199$35.3K0.01%+813F-HR/ATimeline
Avion Wealth1,033$30K0.01%new13F-HRTimeline
Kozak & Associates, Inc.921$26.9K<0.01%+1913F-HRTimeline
Synergy Investment Management, LLC856$25.2K0.01%013F-HRTimeline
Regatta Research & Money Management766$22.5K0.02%13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO581$17K<0.01%-313F-HRTimelineGroup
Smartleaf Asset Management LLC554$16.2K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…548$16.1K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.543$16K<0.01%+3013F-HRTimeline
Financial Network Wealth Advisors LLC517$15.2K0.02%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC325$9.55K<0.01%new13F-HRTimeline
Qube Research & Technologies Ltd200$5.88K<0.01%-313F-HRTimeline
GODSEY & GIBB, INC96$2.82K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP59$1.7K<0.01%-68113F-HRTimelineGroup
Spectrum Wealth Advisory Group, LLC56$1.64K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…50$1.47K<0.01%new13F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC28$823<0.01%013F-HRTimeline
Coppell Advisory Solutions LLC169,223$3.45Knew13F-HRTimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.