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RDVI FIRST TR EXCHANGE-TRADED FD

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FT VEST RIS (fund)

229 managers (231 13F filers) reported a position in RDVI shares at 2025-03-31, 43,364,405 shares in all. 26 filers opened a position and 18 filers sold out during the quarter.

Managers
229
13F filers
231
New
26
Added
135
Reduced
51
Sold out
18
Shares held by filers
43,364,405

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Aptus Capital Advisors, LLC7,000$166K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC7,000$166K0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,384$131K<0.01%013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC4,675$111K0.01%-1,35013F-HRTimeline
COMERICA BANK4,665$111K<0.01%-12513F-HRTimeline
Founders Financial Alliance, LLC4,500$107K0.03%+4,00013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,267$77.5K<0.01%-70,84113F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management2,675$63.5K<0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.2,562$60.8K<0.01%+41213F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC2,053$48.7K0.02%013F-HRTimeline
Smallwood Wealth Investment Management,…2,000$47.4K0.03%new13F-HRTimeline
Creekmur Asset Management LLC1,876$44.5K0.01%+4113F-HRTimeline
Larson Financial Group LLC1,823$43.2K<0.01%+2013F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,792$43K0.02%new13F-HRTimeline
SBI Securities Co., Ltd.1,756$41.7K<0.01%+1,37513F-HRTimeline
IMG Wealth Management, Inc.1,715$40.7K0.04%+54813F-HRTimeline
Wagner Wealth Management, LLC1,711$40.6K0.01%+19213F-HRTimeline
Medallion Wealth Advisors, LLC1,500$35.7K0.02%-12813F-HRTimeline
Clearstead Advisors, LLC1,053$25K<0.01%013F-HRTimeline
Global Trust Asset Management, LLC1,000$23.7K0.01%-40013F-HRTimeline
Qube Research & Technologies Ltd839$19.9K<0.01%new13F-HRTimeline
Kozak & Associates, Inc.828$18.6K<0.01%+1813F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC587$13.9K0.01%new13F-HRTimeline
Transce3nd, LLC581$13.8K0.01%new13F-HRTimeline
REAP Financial Group, LLC402$9.54K<0.01%+813F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC191$4.53K<0.01%-43613F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.163$4K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FMR LLCin group FMR LLC46$1.09K<0.01%+4513F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-8,92713F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.

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