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Disclosery

RDVI FIRST TR EXCHANGE-TRADED FD

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FT VEST RIS (fund)

222 managers (225 13F filers) reported a position in RDVI shares at 2024-12-31, 38,285,603 shares in all. 31 filers opened a position and 8 filers sold out during the quarter.

Managers
222
13F filers
225
New
31
Added
128
Reduced
35
Sold out
8
Shares held by filers
38,285,603

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
LPL Financial LLC5,976,770$145M0.06%+657,81913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,686,688$40.9M-110,263Timeline
COMMONWEALTH EQUITY SERVICES, LLC1,640,322$39.8M0.06%+153,57213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,619,755$39.3M0.01%13F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,596,451$38.7M0.01%+864,92613F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,459,446$35.4M0.04%+150,17113F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,379,054$33.4M0.05%+95,36113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,185,137$28.7M0.01%+34,00113F-HRTimelineGroup
Cetera Investment Advisers1,171,962$28.4M0.06%+126,72613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,111,169$26.9M0.06%-328,67213F-HR/ATimelineGroup
Spectrum Wealth Counsel, LLC1,050,399$25.5M2.99%-3,60613F-HRTimeline
Arax Advisory Partners1,037,951$25.2M1.58%+1,031,32613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.806,937$19.6M0.04%+53,53413F-HRTimelineGroup
Second Half Financial Partners, LLC734,661$17.8M8.7%+347,43813F-HRTimeline
PARK NATIONAL CORP /OH/690,543$16.7M0.61%+29,88213F-HRTimeline
Cambridge Investment Research Advisors,…650,234$15.8M0.05%+99,21513F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding634,352$15.4M+229,717Timeline
PINNACLE ASSOCIATES LTD627,611$15.2M0.21%+393,11813F-HRTimeline
Janney Montgomery Scott LLC531,073$12.9M0.04%+115,47713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…505,590$12.3M0.02%+177,03613F-HR/ATimeline
HARBOUR INVESTMENTS, INC.463,566$11.2M0.32%+54,98213F-HRTimeline
Prospera Financial Services Inc443,206$10.7M0.25%+51,77913F-HRTimeline
Independent Advisor Alliance403,123$9.77M0.13%new13F-HRTimeline
Echo Wealth Management, LLC398,624$9.66M6.68%+44113F-HRTimeline
Luken Investment Analytics, LLC382,471$9.27M4.29%-52313F-HRTimeline
Summit Financial Wealth Advisors, LLC317,430$8.02M1.57%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.330,363$8.01M0.26%+278,02213F-HRTimeline
Integrated Wealth Concepts LLC294,694$7.14M0.08%+14,59013F-HRTimeline
HighTower Advisors, LLC277,856$6.74M0.01%+20,49313F-HRTimeline
Midwest Financial Group LLC273,990$6.64M3.81%+3,85413F-HRTimeline
Argent Advisors, Inc.263,866$6.4M2.37%new13F-HRTimeline
Pinnacle Wealth Management Advisory Gro…240,095$5.82M0.54%+34,58913F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED231,959$5.6M0.52%+132,17213F-HRTimeline
Ergawealth Advisors, Inc.222,984$5.41M2.67%+94413F-HRTimeline
Mariner, LLCin group Mariner, LLC220,411$5.34M0.01%+27,02613F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV200,074$4.85M0.35%+17,37313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.197,402$4.79M0.03%+20,61913F-HRTimeline
NewEdge Advisors, LLC194,903$4.72M0.03%+38,50613F-HRTimeline
Good Life Advisors, LLC177,431$4.3M0.31%+109,85013F-HRTimeline
Kingsview Wealth Management, LLC173,013$4.19M0.08%-4,71213F-HRTimeline
&PARTNERS153,066$3.75M0.04%+28,29713F-HRTimeline
Private Advisor Group, LLC143,025$3.47M0.02%+19,51813F-HRTimeline
Prostatis Group LLC139,446$3.38M0.99%+18,24813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…136,607$3.31M0.09%+72,31713F-HRTimelineGroup
Whipplewood Advisors, LLC122,939$2.98M1.69%13F-HRTimeline
Atlas Wealth LLC122,679$2.97M1.12%+47,20313F-HRTimeline
G&S Capital LLC121,556$2.95M1.22%+8,51213F-HRTimeline
Snowden Capital Advisors LLC115,482$2.8M0.09%+20,77413F-HRTimeline
Sanctuary Advisors, LLC107,646$2.76M0.02%+39,93413F-HRTimeline
Rehmann Capital Advisory Group107,314$2.6M0.16%-27,15613F-HRTimeline
Harvest Investment Services, LLC104,596$2.54M0.62%+35,75213F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…102,173$2.48M1.24%-2,30813F-HRTimelineGroup
Semus Wealth Partners LLC99,078$2.4M1.59%+9,45413F-HRTimeline
Patriot Financial Group Insurance Agenc…98,384$2.38M0.32%+10,38013F-HRTimeline
Trueblood Wealth Management, LLC98,308$2.38M1.17%+10,03113F-HRTimeline
MN Wealth Advisors, LLC94,639$2.29M1.29%+33913F-HRTimeline
Owen LaRue, LLC93,785$2.27M1.19%+25,59113F-HRTimeline
Truvestments Capital LLC93,155$2.26M0.58%-6,10413F-HRTimeline
Delta Investment Management, LLC92,168$2.23M0.44%+33,15513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…91,135$2.21M0.03%+1,40313F-HRTimelineGroup
Sigma Planning Corp87,621$2.12M0.07%-3,77713F-HRTimeline
D.A. DAVIDSON & CO.85,105$2.06M0.02%+5,40513F-HRTimeline
KPP Advisory Services LLC80,865$1.96M0.46%-71013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.80,234$1.94M0.11%+38,32713F-HR/ATimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC77,268$1.87M0.08%+17,33313F-HRTimelineGroup
RFG Advisory, LLC74,282$1.8M0.05%+1,07413F-HRTimeline
Capital Investment Advisory Services, L…74,139$1.8M0.17%+5,64413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO74,108$1.8M<0.01%+54413F-HRTimelineGroup
IFP Advisors, Inc70,880$1.72M0.06%+11,14913F-HRTimeline
WEDBUSH SECURITIES INC67,019$1.62M0.06%+6,33013F-HRTimeline
Foundations Investment Advisors, LLC66,937$1.62M0.03%-52113F-HRTimeline
MML INVESTORS SERVICES, LLC66,069$1.6M0.01%-6,87013F-HRTimeline
ARQ WEALTH ADVISORS, LLC62,401$1.51M0.58%+7,63513F-HRTimeline
CWM, LLCin group CWM, LLC59,608$1.45M0.01%+3,50213F-HRTimelineGroup
Atria Wealth Solutions, Inc.57,626$1.4M0.02%-3,59513F-HRTimeline
Sandy Spring Bank56,003$1.36M0.05%+47013F-HRTimeline
Moloney Securities Asset Management, LLC55,557$1.35M0.18%+1,40613F-HRTimeline
Stonebridge Financial Planning Group, L…55,081$1.34M0.6%+6,92613F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…54,745$1.32M0.11%new13F-HRTimeline
Herold Advisors, Inc.54,564$1.32M0.29%+58013F-HRTimeline
Farther Finance Advisors, LLC54,492$1.32M0.05%+51,56613F-HRTimeline
Sequent Planning LLC54,253$1.32M0.48%-1,09613F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…54,182$1.31M0.05%+3,58713F-HRTimelineGroup
BlackDiamond Wealth Management, LLC53,890$1.31M0.75%+2013F-HRTimeline
Maxwell Wealth Strategies Inc.53,333$1.29M0.53%+10,36113F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC50,065$1.21M0.27%-56,68413F-HRTimeline
MTM Investment Management, LLC49,662$1.2M0.46%+3,95013F-HRTimeline
Secure Asset Management, LLC48,775$1.18M0.18%+2,03913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…48,774$1.18M<0.01%+12,73713F-HRTimelineGroup
Balboa Wealth Partners48,715$1.18M0.27%new13F-HRTimeline
BEACON FINANCIAL GROUP48,450$1.17M0.13%+66613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC48,230$1.17M0.04%+5713F-HRTimelineGroup
SteelPeak Wealth, LLC47,454$1.15M0.05%013F-HRTimeline
Western Wealth Management, LLC46,711$1.13M0.07%+5,81713F-HR/ATimeline
SLT Holdings LLC46,574$1.13M1.07%13F-HRTimeline
Boyce & Associates Wealth Consulting, I…46,436$1.13M1.14%+31,95313F-HRTimeline
J.W. COLE ADVISORS, INC.46,107$1.12M0.05%+12,09313F-HRTimeline
Compound Planning, Inc.45,585$1.1M0.06%-2,44513F-HRTimeline
Ashton Thomas Private Wealth, LLC45,249$1.1M0.04%+8,14613F-HRTimeline
GPS Wealth Strategies Group, LLC42,431$1.03M0.13%-37113F-HRTimeline
Steward Partners Investment Advisory, L…42,108$1.02M0.01%+36,35813F-HRTimeline
Marshall Financial Group, LLC41,967$1.02M0.25%+3,65713F-HRTimeline
Comprehensive Financial Planning, Inc./…40,714$987K0.83%13F-HRTimeline
Quad-Cities Investment Group, LLC40,618$985K0.48%+4,03813F-HRTimeline
Insight Advisors, LLC/ PA37,454$905K0.16%+5,87213F-HRTimeline
Global Assets Advisory, LLC36,450$881K0.49%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC35,073$850K<0.01%+15,59013F-HRTimelineGroup
Garden State Investment Advisory Servic…34,780$843K0.26%-1,91513F-HRTimeline
TrueWealth Advisors, LLC34,737$842K0.28%+2,97913F-HRTimeline
Avidian Wealth Enterprises, LLC34,335$832K0.04%+1,15613F-HRTimeline
Gladstone Institutional Advisory LLC33,321$808K0.04%-10,27713F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …33,167$804K0.01%+18,31713F-HRTimelineGroup
Resolute Wealth Strategies, LLC32,816$795K0.41%+11,04313F-HRTimeline
Arkadios Wealth Advisors30,824$747K0.04%+1,66713F-HRTimeline
CoreCap Advisors, LLC30,507$739K0.03%+10,03013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…29,919$725K<0.01%+1,97213F-HRTimelineGroup
IHT Wealth Management, LLC29,348$711K0.02%+1,83113F-HRTimeline
Avior Wealth Management, LLC29,073$705K0.03%+1,56713F-HRTimeline
Atlas Private Wealth Advisors28,119$682K0.1%+1,77313F-HRTimeline
Orion Porfolio Solutions, LLC27,902$676K0.01%+18,13713F-HRTimeline
Orion Portfolio Solutions, LLC27,902$676K0.01%+18,13713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC27,407$664K<0.01%new13F-HRTimelineGroup
Aurora Private Wealth, Inc.27,062$656K0.49%+15,56913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.27,023$655K0.01%+3,60613F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…26,388$640K<0.01%-65,56013F-HRTimelineGroup
Inspire Advisors, LLCin group Inspire Investing, LLC25,990$630K0.08%new13F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.25,958$629K0.04%+9,75113F-HRTimeline
Tyler-Stone Wealth Management25,426$616K0.11%+5,73013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…25,252$612K0.03%+12613F-HRTimelineGroup
IFG Advisory, LLC25,183$610K0.03%+6,88513F-HRTimeline
Next Level Private LLC24,410$592K0.24%+11,87613F-HRTimeline
Retirement Planning Group, LLC24,241$588K0.03%+9,24113F-HRTimeline
Key Client Fiduciary Advisors, LLC23,415$568K0.25%-3,67213F-HRTimeline
Main Street Financial Solutions, LLC22,704$550K0.05%+2013F-HRTimeline
Waverly Advisors, LLC21,649$525K0.01%+38713F-HRTimeline
NOVEM GROUP21,225$515K0.08%13F-HRTimeline
Raab & Moskowitz Asset Management LLC20,500$497K0.12%013F-HRTimeline
PRIVATE TRUST CO NA20,036$486K0.05%+19,13613F-HRTimeline
MGO ONE SEVEN LLC19,240$466K0.02%013F-HRTimeline
TKG Advisors, LLC18,258$463K0.21%-1013F-HRTimeline
Bison Wealth, LLC18,580$450K0.1%+3,18013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC18,416$446K0.05%+7,06613F-HRTimeline
First Heartland Consultants, Inc.18,299$444K0.05%-6,10913F-HRTimeline
Moors & Cabot, Inc.17,459$423K0.02%+2,57613F-HRTimeline
CALTON & ASSOCIATES, INC.17,324$420K0.19%new13F-HRTimeline
Legacy Investment Solutions, LLC16,613$419K0.28%+7,81113F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…16,613$419K0.28%+7,81113F-HRTimelineGroup
AE Wealth Management LLC16,982$412K<0.01%+2,13413F-HRTimeline
Sunbelt Securities, Inc.16,926$409K0.04%+6,93613F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC16,529$401K0.2%013F-HRTimelineGroup
Total Clarity Wealth Management, Inc.16,305$395K0.13%+1,14013F-HRTimeline
Comprehensive Financial Consultants Ins…15,952$387K0.14%013F-HRTimeline
Faithward Advisors, LLC15,951$387K0.07%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…15,782$382K0.01%+6,37613F-HRTimelineGroup
MARSHALL INVESTMENT MANAGEMENT, LLC15,346$378K0.22%13F-HRTimeline
Walkner Condon Financial Advisors LLC15,250$370K0.08%new13F-HRTimeline
Prime Capital Investment Advisors, LLC15,070$365K0.01%new13F-HRTimeline
Acorn Wealth Advisors, LLC15,033$364K0.15%-2,87913F-HRTimeline
Atria Investments, Inc14,466$351K<0.01%-4,31813F-HRTimeline
BlueChip Wealth Advisors LLC14,198$344K0.19%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC14,117$342K0.01%+2,57513F-HRTimelineGroup
SMITH, MOORE & CO.14,079$341K0.03%+79713F-HRTimeline
ORG Partners LLC14,000$339K0.05%new13F-HRTimeline
U.S. Capital Wealth Advisors, LLC13,995$339K0.01%+4,49513F-HRTimeline
Cherry Creek Investment Advisors, Inc.13,525$328K0.16%-1,34713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC13,359$324K0.01%+6613F-HRTimeline
Independent Wealth Network Inc.13,340$323K0.13%+2,75213F-HRTimeline
SeaCrest Wealth Management, LLC12,611$306K0.03%+2,70013F-HRTimeline
GREENLEAF TRUST12,500$303K<0.01%new13F-HRTimeline
Plotkin Financial Advisors, LLC11,852$287K0.17%+47513F-HRTimeline
Triad Wealth Partners, LLC11,714$284K0.1%new13F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd11,685$283K0.01%new13F-HRTimelineGroup
Advisory Services Network, LLC11,371$276K0.01%new13F-HRTimeline
Accel Wealth Management11,076$268K0.1%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.11,067$268K0.1%-1,60913F-HRTimeline
Kraft, Davis & Associates, LLC10,703$268K0.08%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…10,989$266K0.01%+1,90013F-HRTimelineGroup
Darwin Wealth Management, LLC10,867$263K0.09%+1,86813F-HR/ATimeline
CHILTON CAPITAL MANAGEMENT LLC10,785$261K0.01%+7,53013F-HRTimeline
HICKORY ASSET MANAGEMENT, INC.10,526$255K0.22%13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY9,983$242K<0.01%+2,33813F-HR/ATimelineGroup
Triumph Capital Management9,812$238K0.08%-9,89513F-HRTimeline
AlphaMark Advisors, LLC9,750$236K0.1%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management9,530$231K<0.01%new13F-HRTimelineGroup
NWF Advisory Services Inc.9,527$231K0.03%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…8,927$229K0.01%-6,26213F-HRTimeline
Ignite Planners, LLC9,162$224K0.05%013F-HRTimeline
ASHTON THOMAS SECURITIES, LLC9,225$224K0.06%013F-HRTimeline
HBW ADVISORY SERVICES LLC9,202$223K0.02%-3,25013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.8,446$205K<0.01%new13F-HRTimelineGroup
IronOak Wealth LLC.8,401$204K0.23%13F-HRTimeline
Synergy Investment Management, LLC7,220$175K0.08%13F-HRTimeline
Aptus Capital Advisors, LLC7,000$170K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC7,000$170K0.01%013F-HRTimeline
Tidemark, LLC6,329$153K0.06%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC6,025$146K0.01%-67513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,384$131K<0.01%-6113F-HRTimelineGroup
COMERICA BANK4,790$116K<0.01%+1,09513F-HR/ATimeline
Wilmington Savings Fund Society, FSB4,683$114K<0.01%-4713F-HRTimeline
Geneos Wealth Management Inc.2,150$52.1K<0.01%new13F-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