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RDVI FIRST TR EXCHANGE-TRADED FD

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FT VEST RIS (fund)

245 managers (246 13F filers) reported a position in RDVI shares at 2025-06-30, 47,480,541 shares in all. 36 filers opened a position and 20 filers sold out during the quarter.

Managers
245
13F filers
246
New
36
Added
134
Reduced
54
Sold out
20
Shares held by filers
47,480,541

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Ignite Planners, LLC10,169$252K0.04%+1,00713F-HR/ATimeline
HICKORY ASSET MANAGEMENT, INC.9,769$241K0.2%-47213F-HRTimeline
Walkner Condon Financial Advisors LLC9,750$241K0.04%-3,55013F-HRTimeline
Cherry Creek Investment Advisors, Inc.9,674$239K0.11%-2913F-HRTimeline
EP Wealth Advisors, LLC9,650$238K<0.01%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC9,620$238K<0.01%new13F-HRTimelineGroup
COMERICA BANK9,611$237K<0.01%+4,94613F-HRTimeline
Catherine Avery Investment Management L…9,324$230K0.18%-4,08013F-HRTimeline
Cresset Asset Management, LLC9,198$227K<0.01%new13F-HR/ATimeline
Formidable Asset Management, LLC9,475$225K0.04%013F-HRTimeline
Cornerstone Wealth Management, LLC8,933$221K0.01%new13F-HRTimeline
Brookwood Investment Group LLC8,813$218K0.04%+3513F-HRTimeline
Mach-1 Financial Group, LLC8,793$217K0.06%new13F-HRTimeline
Prospect Financial Services LLC8,578$212K0.13%new13F-HR/ATimeline
Northwest Financial Advisors8,516$210K0.29%new13F-HRTimeline
NWF Advisory Services Inc.8,500$210K0.03%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.8,482$210K0.08%-1,58013F-HRTimeline
Visionary Wealth Advisors8,480$210K0.01%new13F-HRTimeline
Kraft, Davis & Associates, LLC8,361$209K0.06%new13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…8,263$204K0.03%new13F-HRTimeline
National Wealth Management Group, LLC8,251$204K0.11%new13F-HRTimeline
Aptus Capital Advisors, LLC7,000$173K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC7,000$173K0.01%013F-HRTimeline
ORG Partners LLC5,000$125K0.03%-3,00013F-HRTimeline
BARRETT & COMPANY, INC.4,875$120K0.05%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC4,675$116K0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC4,169$104K0.04%+2,66913F-HRTimeline
Geneos Wealth Management Inc.3,044$75.2K<0.01%+48213F-HRTimeline
HAZLETT, BURT & WATSON, INC.2,874$70K0.03%+1,08213F-HRTimeline
IMG Wealth Management, Inc.2,253$55.7K0.04%+53813F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC2,053$50.7K0.02%013F-HRTimeline
Smallwood Wealth Investment Management,…2,000$49.4K0.03%013F-HRTimeline
Creekmur Asset Management LLC1,916$47.4K0.01%+4013F-HRTimeline
Larson Financial Group LLC1,843$45.5K<0.01%+2013F-HRTimeline
Wagner Wealth Management, LLC1,745$43.1K0.01%+3413F-HRTimeline
Allworth Financial LP1,617$40K<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.1,457$36K<0.01%-29913F-HRTimeline
Clearstead Advisors, LLC1,053$26K<0.01%013F-HRTimeline
Kozak & Associates, Inc.846$21.1K<0.01%+1813F-HRTimeline
Blue Trust, Inc.500$12.4K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO382$9.44K<0.01%-2,88513F-HRTimelineGroup
Global Retirement Partners, LLC328$8.11K<0.01%13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.163$4K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
O'SHAUGHNESSY ASSET MANAGEMENT, LLC28$692<0.01%-16313F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-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