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Disclosery

RDVI FIRST TR EXCHANGE-TRADED FD

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FT VEST RIS (fund)

247 managers (249 13F filers) reported a position in RDVI shares at 2025-09-30, 52,548,847 shares in all. 26 filers opened a position and 14 filers sold out during the quarter.

Managers
247
13F filers
249
New
26
Added
149
Reduced
56
Sold out
14
Shares held by filers
52,548,847

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
LANARK FINANCIAL, INC.10,905$282K0.02%+3113F-HRTimeline
TFB Advisors LLC10,732$275K0.08%013F-HRTimeline
John W. Brooker & Co., CPAs10,265$265K0.54%new13F-HRTimeline
Cyndeo Wealth Partners, LLC10,260$265K0.01%new13F-HRTimeline
Ritter Daniher Financial Advisory LLC /…9,654$250K0.04%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC9,630$249K<0.01%+1013F-HRTimelineGroup
World Investment Advisors9,613$248K0.01%new13F-HRTimeline
COMERICA BANK9,493$245K<0.01%-11813F-HRTimeline
Brookwood Investment Group LLC9,478$245K0.03%+66513F-HRTimeline
Cornerstone Wealth Management, LLC9,395$243K0.01%+46213F-HRTimeline
Catherine Avery Investment Management L…9,324$241K0.16%013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…8,375$217K0.03%+11213F-HRTimeline
Proactive Wealth Strategies LLC8,099$209K0.09%new13F-HRTimeline
National Wealth Management Group, LLC7,965$206K0.08%-28613F-HRTimeline
PFG Advisors7,955$206K0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.7,928$205K0.07%-55413F-HRTimeline
Jaffetilchin Investment Partners, LLC7,886$204K0.01%new13F-HRTimeline
Kraft, Davis & Associates, LLC7,817$204K0.05%-54413F-HRTimeline
Aptus Capital Advisors, LLC7,000$181K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.5,724$148K0.05%+2,85013F-HRTimeline
BARRETT & COMPANY, INC.5,625$145K0.05%+75013F-HRTimeline
ORG Partners LLC5,000$129K0.02%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC4,675$121K0.01%013F-HRTimeline
Founders Financial Alliance, LLC4,500$116K0.02%new13F-HRTimeline
Medallion Wealth Advisors, LLC4,169$108K0.04%013F-HRTimeline
Larson Financial Group LLC3,493$90.3K<0.01%+1,65013F-HRTimeline
Geneos Wealth Management Inc.3,087$79.8K<0.01%+4313F-HRTimeline
Wilmington Savings Fund Society, FSB3,000$77.5K<0.01%-9,96213F-HR/ATimeline
IMG Wealth Management, Inc.2,293$59.3K0.04%+4013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,200$56.9K<0.01%new13F-HRTimelineGroup
ELEVATION WEALTH PARTNERS, LLC2,053$53.1K0.02%013F-HR/ATimeline
Smallwood Wealth Investment Management,…2,000$51.7K0.03%013F-HRTimeline
Creekmur Asset Management LLC1,987$51.4K0.01%+7113F-HRTimeline
Wagner Wealth Management, LLC1,980$51.2K0.01%+23513F-HRTimeline
Parallel Advisors, LLC1,485$38.4K<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.1,430$37K<0.01%-2713F-HRTimeline
Allworth Financial LP1,193$30.8K<0.01%-42413F-HRTimeline
Clearstead Advisors, LLC1,053$27.2K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd862$22.3K<0.01%new13F-HRTimeline
Kozak & Associates, Inc.870$21.9K<0.01%+2413F-HRTimeline
Turim 21 Investimentos Ltda.804$20.8K0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…775$20K<0.01%new13F-HRTimelineGroup
Parkside Financial Bank & Trust500$12.9K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO361$9.33K<0.01%-2113F-HR/ATimelineGroup
Raleigh Capital Management Inc.352$9.11K<0.01%new13F-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$724<0.01%013F-HRTimeline

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