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Disclosery

RDVI FIRST TR EXCHANGE-TRADED FD

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FT VEST RIS (fund)

280 managers (282 13F filers) reported a position in RDVI shares at 2025-12-31, 59,068,504 shares in all. 34 filers opened a position and 11 filers sold out during the quarter.

Managers
280
13F filers
282
New
34
Added
155
Reduced
62
Sold out
11
Shares held by filers
59,068,504

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
MORGAN STANLEYin group MORGAN STANLEY15,829$415K<0.01%+64413F-HR/ATimelineGroup
Pine Valley Investments Ltd Liability Co15,757$413K0.02%+3,07713F-HRTimeline
Ignite Planners, LLC15,230$413K0.06%+3,01113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV15,267$401K<0.01%new13F-HRTimeline
Sigma Planning Corp14,999$393K0.01%+2,31913F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC13,613$357K0.01%new13F-HR/ATimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/13,325$350K<0.01%-48613F-HRTimelineGroup
Accel Wealth Management13,317$349K0.1%-59513F-HRTimeline
Cyndeo Wealth Partners, LLC12,925$339K0.02%+2,66513F-HRTimeline
WealthTrust Asset Management, LLC12,449$327K0.23%+55813F-HRTimeline
SHP Wealth Management12,285$322K0.03%13F-HRTimeline
Acorn Wealth Advisors, LLC12,132$318K0.09%-4,11313F-HRTimeline
AFT, FORSYTH & COMPANY, INC.12,010$315K0.14%new13F-HRTimeline
Cresset Asset Management, LLC11,969$314K<0.01%+10813F-HRTimeline
Split Rock Private Trading & Wealth Man…11,335$297K0.24%13F-HRTimeline
Tortuga Wealth Management, Inc11,225$295K0.31%13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC11,096$291K0.01%+2213F-HRTimeline
Forty-three Eighteen Advisors, LLC10,918$286K0.22%13F-HRTimeline
TFB Advisors LLC10,732$282K0.08%013F-HRTimeline
Midwest Financial Group LLC9,853$259K0.11%-100,30913F-HRTimeline
Brookwood Investment Group LLC9,750$256K0.03%+27213F-HRTimeline
Atria Investments, Inc9,729$255K<0.01%-3,01113F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…9,688$254K0.03%+1,31313F-HRTimeline
Chris Bulman Inc9,558$251K0.11%new13F-HRTimeline
EP Wealth Advisors, LLC9,450$248K<0.01%13F-HRTimeline
Faithward Advisors, LLC9,423$247K0.04%-5,74613F-HRTimeline
Catherine Avery Investment Management L…9,324$245K0.15%013F-HRTimeline
Stirlingshire Investments, Inc.9,275$243K0.22%13F-HRTimeline
Ritter Daniher Financial Advisory LLC /…9,239$242K0.04%-41513F-HRTimeline
Sowell Financial Services LLC9,186$241K0.01%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC9,044$237K<0.01%-58613F-HRTimelineGroup
COMERICA BANK8,992$236K<0.01%-50113F-HRTimeline
LANARK FINANCIAL, INC.8,937$235K0.02%-1,96813F-HRTimeline
DHJJ Financial Advisors, Ltd.8,918$234K0.08%+99013F-HRTimeline
HAZLETT, BURT & WATSON, INC.8,943$232K0.07%+3,21913F-HRTimeline
Mach-1 Financial Group, LLC8,819$231K0.05%new13F-HRTimeline
PFG Advisors8,635$227K0.01%+68013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC8,388$220K0.02%new13F-HRTimeline
Proactive Wealth Strategies LLC8,269$217K0.09%+17013F-HRTimeline
Walkner Condon Financial Advisors LLC8,100$213K0.03%new13F-HRTimeline
Kraft, Davis & Associates, LLC7,817$212K0.05%013F-HRTimeline
Northwest Wealth Advisors, LLC8,076$212K0.16%13F-HRTimeline
RHODES INVESTMENT ADVISORS INC /ADV7,975$209K0.17%13F-HRTimeline
Accredited Investors Inc.7,885$207K0.01%new13F-HRTimeline
HBK Sorce Advisory LLC7,481$205K<0.01%new13F-HRTimeline
Sovran Advisors, LLC7,449$204K0.02%new13F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC7,699$202K<0.01%new13F-HRTimelineGroup
Brooklyn Investment Group7,599$202K0.01%new13F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC7,652$201K0.13%new13F-HRTimeline
ORG Partners LLC7,500$197K0.03%+2,50013F-HRTimeline
N.E.W. Advisory Services LLC6,306$165K0.01%new13F-HRTimeline
BARRETT & COMPANY, INC.5,625$148K0.05%013F-HRTimeline
Larson Financial Group LLC5,058$133K<0.01%+1,56513F-HRTimeline
Wagner Wealth Management, LLC4,452$117K0.02%+2,47213F-HRTimeline
Medallion Wealth Advisors, LLC4,169$109K0.04%013F-HRTimeline
Qube Research & Technologies Ltd3,910$103K<0.01%+3,04813F-HRTimeline
ROTHSCHILD INVESTMENT LLC3,775$99.1K0.01%-90013F-HRTimeline
Geneos Wealth Management Inc.3,087$81K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB3,000$78.7K<0.01%013F-HRTimeline
Allworth Financial LP2,543$66.7K<0.01%+1,35013F-HRTimeline
Topsail Wealth Management, LLC2,500$65.6K0.01%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC2,267$59.5K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,200$57.7K<0.01%013F-HRTimelineGroup
ELEVATION WEALTH PARTNERS, LLC2,053$53.9K0.02%013F-HRTimeline
Smallwood Wealth Investment Management,…2,000$52.5K0.03%013F-HRTimeline
IMG Wealth Management, Inc.1,908$50.1K0.03%-38513F-HRTimeline
Parallel Advisors, LLC1,517$39.8K<0.01%+3213F-HRTimeline
Clearstead Advisors, LLC1,053$27.6K<0.01%013F-HRTimeline
Kozak & Associates, Inc.883$24.2K<0.01%+1313F-HRTimeline
Archer Investment Corp806$21.1K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…718$18.8K<0.01%-5713F-HR/ATimelineGroup
SBI Securities Co., Ltd.714$18.7K<0.01%-71613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO552$14.5K<0.01%+19113F-HRTimelineGroup
Financial Network Wealth Advisors LLC517$13.6K0.01%new13F-HRTimeline
Parkside Financial Bank & Trust500$13.1K<0.01%013F-HRTimeline
TRUST CO OF VERMONT451$11.8K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.418$11K0.01%new13F-HRTimeline
Trust Co216$5.67K<0.01%new13F-HRTimeline
GODSEY & GIBB, INC96$2.52K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC28$735<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