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RDVI FIRST TR EXCHANGE-TRADED FD

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FT VEST RIS (fund)

222 managers (225 13F filers) reported a position in RDVI shares at 2024-12-31, 38,285,603 shares in all. 31 filers opened a position and 8 filers sold out during the quarter.

Managers
222
13F filers
225
New
31
Added
128
Reduced
35
Sold out
8
Shares held by filers
38,285,603

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

Each filer's latest stake. The shares are the aggregate the reporting persons state, which can include entities that file no 13F.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
ELEVATION WEALTH PARTNERS, LLC2,053$49.8K0.02%new13F-HRTimeline
Creekmur Asset Management LLC1,835$44.5K0.01%+3913F-HRTimeline
Larson Financial Group LLC1,803$43.7K<0.01%+2013F-HRTimeline
Medallion Wealth Advisors, LLC1,628$39.5K0.02%13F-HRTimeline
Wagner Wealth Management, LLC1,519$36.8K0.01%+3213F-HRTimeline
Global Trust Asset Management, LLC1,400$33.9K0.01%new13F-HRTimeline
IMG Wealth Management, Inc.1,167$28.3K0.03%13F-HRTimeline
Clearstead Advisors, LLC1,053$25.5K<0.01%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,000$24.2K<0.01%new13F-HRTimelineGroup
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …1,000$24.2K0.01%013F-HRTimelineGroup
Kozak & Associates, Inc.810$19.8K<0.01%+1713F-HRTimeline
Luminist Capital LLC814$19.7K0.03%13F-HRTimeline
POM Investment Strategies, LLC769$18.6K0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC627$15.2K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC500$12.1K<0.01%013F-HRTimeline
REAP Financial Group, LLC394$9.54K<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.381$9.23K<0.01%13F-HRTimeline
Golden State Wealth Management, LLC136$3.31K<0.01%13F-HRTimeline
Allworth Financial LP100$2.54K<0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC75$1K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.9$2240.02%-9,20613F-HRTimeline
FMR LLCin group FMR LLC1$24<0.01%new13F-HRTimelineGroup

Events

  • FIRST TRUST PORTFOLIOS LP and 2 other reporting persons reported 14,690,112 RDVI shares, 11.08% of the class, as of 2026-09-30, in a 13G/A filed 2026-10-14. 0001445546-26-007622

    Accepted , ingested