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Disclosery

RDVI FIRST TR EXCHANGE-TRADED FD

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FT VEST RIS (fund)

280 managers (283 13F filers) reported a position in RDVI shares at 2026-03-31, 67,213,234 shares in all. 25 filers opened a position and 23 filers sold out during the quarter.

Managers
280
13F filers
283
New
25
Added
175
Reduced
59
Sold out
23
Shares held by filers
67,213,234

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Waverly Advisors, LLC16,733$428K<0.01%-18413F-HRTimeline
Independent Wealth Network Inc.16,624$425K0.13%+62813F-HRTimeline
First Heartland Consultants, Inc.16,444$420K0.03%013F-HRTimeline
Comprehensive Financial Consultants Ins…16,172$413K0.12%013F-HRTimeline
Moors & Cabot, Inc.16,151$413K0.02%-42513F-HRTimeline
Ergawealth Advisors, Inc.15,780$403K0.18%-5,10113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY15,341$392K<0.01%-48813F-HRTimelineGroup
Ignite Planners, LLC15,275$390K0.06%+4513F-HRTimeline
Stirlingshire Investments, Inc.14,817$379K0.33%+5,54213F-HRTimeline
Sovran Advisors, LLC13,039$359K0.03%+5,59013F-HRTimeline
Element Wealth, LLC13,513$345K0.14%new13F-HRTimeline
Uniting Wealth Partners, LLC13,513$345K0.07%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/13,325$340K<0.01%013F-HRTimelineGroup
AFT, FORSYTH & COMPANY, INC.13,127$335K0.16%+1,11713F-HRTimeline
MONEY CONCEPTS CAPITAL CORP13,025$333K0.02%new13F-HRTimeline
SHP Wealth Management12,285$314K0.02%013F-HRTimeline
WealthTrust Asset Management, LLC12,232$313K0.19%-21713F-HRTimeline
Acorn Wealth Advisors, LLC12,207$312K0.09%+7513F-HRTimeline
Gerald Baker Financial Group LLC12,124$310K0.1%13F-HR/ATimeline
Cresset Asset Management, LLC11,885$304K<0.01%-8413F-HRTimeline
Cyndeo Wealth Partners, LLC11,678$298K0.02%-1,24713F-HRTimeline
Mutual Advisors, LLC11,397$291K0.01%new13F-HRTimeline
Tortuga Wealth Management, Inc11,225$287K0.27%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC10,975$280K<0.01%+1,93113F-HRTimelineGroup
Split Rock Private Trading & Wealth Man…10,191$260K0.2%-1,14413F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…10,142$259K0.03%+45413F-HRTimeline
Faithward Advisors, LLC10,130$259K0.04%+70713F-HRTimeline
Chris Bulman Inc10,130$259K0.11%+57213F-HRTimeline
Forty-three Eighteen Advisors, LLC9,918$253K0.19%-1,00013F-HRTimeline
Brookwood Investment Group LLC9,772$250K0.03%+2213F-HRTimeline
EP Wealth Advisors, LLC9,450$241K<0.01%013F-HRTimeline
Alessandra Capital Management, LLC9,400$240K0.2%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.9,292$237K0.08%+37413F-HRTimeline
Ritter Daniher Financial Advisory LLC /…9,171$234K0.04%-6813F-HRTimeline
RHODES INVESTMENT ADVISORS INC /ADV8,925$228K0.2%+95013F-HRTimeline
HAZLETT, BURT & WATSON, INC.8,943$227K0.07%013F-HRTimeline
Mach-1 Financial Group, LLC8,819$225K0.08%013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC8,692$222K0.02%+30413F-HRTimeline
Atria Investments, Inc8,690$222K<0.01%-1,03913F-HRTimeline
PFG Advisors8,635$221K0.01%013F-HRTimeline
HBK Sorce Advisory LLC7,857$215K<0.01%+37613F-HRTimeline
Kraft, Davis & Associates, LLC7,817$215K0.05%013F-HRTimeline
Northwest Wealth Advisors, LLC8,132$208K0.15%+5613F-HRTimeline
First Business Financial Services, Inc.8,052$206K0.02%new13F-HRTimeline
LANARK FINANCIAL, INC.7,020$179K0.01%-1,91713F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC7,000$179K0.01%new13F-HRTimeline
N.E.W. Advisory Services LLC6,352$162K0.01%+4613F-HRTimeline
Topsail Wealth Management, LLC5,094$130K0.02%+2,59413F-HRTimeline
BARRETT & COMPANY, INC.4,875$125K0.04%-75013F-HRTimeline
Founders Financial Alliance, LLC4,500$115K0.02%new13F-HRTimeline
Larson Financial Group LLC4,339$111K<0.01%-71913F-HRTimeline
Medallion Wealth Advisors, LLC4,169$107K0.03%013F-HRTimeline
Wagner Wealth Management, LLC3,717$95K0.02%-73513F-HRTimeline
Parallel Advisors, LLC3,299$84.3K<0.01%+1,78213F-HR/ATimeline
ROTHSCHILD INVESTMENT LLC3,200$81.8K<0.01%-57513F-HRTimeline
Allworth Financial LP3,193$81.6K<0.01%+65013F-HRTimeline
IMG Wealth Management, Inc.2,312$59.1K0.04%+40413F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC2,072$52.9K<0.01%new13F-HRTimelineGroup
ELEVATION WEALTH PARTNERS, LLC2,053$52.5K0.02%013F-HRTimeline
Smallwood Wealth Investment Management,…2,000$51.1K0.03%013F-HRTimeline
Cornerstone Wealth Partners, LLC1,856$47.4K0.03%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,571$40.1K<0.01%+85313F-HRTimelineGroup
AMERIFLEX GROUP, INC.1,396$35.7K0.02%+97813F-HRTimeline
Archer Investment Corp1,191$30.4K0.01%+38513F-HRTimeline
Clearstead Advisors, LLC1,053$26.9K<0.01%013F-HRTimeline
Kozak & Associates, Inc.902$24.5K<0.01%+1913F-HRTimeline
Synergy Investment Management, LLC856$21.9K0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP740$18.5K<0.01%new13F-HRTimelineGroup
Rossby Financial, LCC606$15.6K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO584$14.5K<0.01%+3213F-HR/ATimelineGroup
Keating Financial Advisory Services, In…548$14K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC554$13.8K<0.01%new13F-HRTimeline
Financial Network Wealth Advisors LLC517$13.2K0.01%013F-HRTimeline
SBI Securities Co., Ltd.513$13.1K<0.01%-20113F-HRTimeline
Parkside Financial Bank & Trust500$12.8K<0.01%013F-HRTimeline
First Command Advisory Services, Inc.206$5.26K<0.01%new13F-HRTimeline
Qube Research & Technologies Ltd203$5.19K<0.01%-3,70713F-HRTimeline
GODSEY & GIBB, INC96$2.45K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.87$2.22K<0.01%-3,00013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC28$715<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