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Disclosery

RDVI FIRST TR EXCHANGE-TRADED FD

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FT VEST RIS (fund)

229 managers (231 13F filers) reported a position in RDVI shares at 2025-03-31, 43,364,405 shares in all. 26 filers opened a position and 18 filers sold out during the quarter.

Managers
229
13F filers
231
New
26
Added
135
Reduced
51
Sold out
18
Shares held by filers
43,364,405

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
LPL Financial LLC6,889,305$163M0.06%+912,53513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,181,684$51.7M0.02%+561,92913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,089,017$49.6M0.01%+492,56613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,700,031$40.3M0.06%+59,70913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,681,787$39.9M-4,901Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,672,762$39.7M0.01%+487,62513F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,472,646$34.9M0.04%+13,20013F-HRTimelineGroup
Cetera Investment Advisers1,362,285$32.3M0.06%+190,32313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,333,490$31.6M0.05%-45,56413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,171,960$27.8M0.06%+60,79113F-HRTimelineGroup
Spectrum Wealth Counsel, LLC1,061,445$25.2M3.02%+11,04613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.924,709$21.9M0.04%+117,77213F-HRTimelineGroup
PINNACLE ASSOCIATES LTD731,707$17.4M0.25%+104,09613F-HRTimeline
PARK NATIONAL CORP /OH/700,203$16.6M0.61%+9,66013F-HRTimeline
Cambridge Investment Research Advisors,…671,580$15.9M0.05%+21,34613F-HRTimeline
Luken Investment Analytics, LLC668,603$15.9M7.43%+286,13213F-HRTimeline
Second Half Financial Partners, LLC620,431$14.7M7.3%-114,23013F-HRTimeline
Prospera Financial Services Inc580,680$13.8M0.32%+137,47413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…553,881$13.1M0.03%+48,29113F-HRTimeline
Atlas Private Wealth Advisors532,154$12.6M1.76%+504,03513F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding527,478$12.5M-106,874Timeline
Arax Advisory Partners524,753$12.4M0.8%-513,19813F-HRTimeline
HARBOUR INVESTMENTS, INC.512,004$12.1M0.35%+48,43813F-HRTimeline
Janney Montgomery Scott LLC503,736$11.9M0.03%-27,33713F-HRTimeline
VestGen Advisors, LLC487,590$11.6M0.53%13F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC468,939$11.1M3.49%new13F-HRTimeline
Argent Advisors, Inc.398,017$9.44M3.16%+134,15113F-HRTimeline
B. Riley Wealth Advisors, Inc.362,225$8.59M0.26%+31,86213F-HRTimeline
Summit Financial Wealth Advisors, LLC347,949$8.25M1.64%+30,51913F-HRTimeline
Echo Wealth Management, LLC335,481$7.96M5.38%-63,14313F-HRTimeline
Integrated Wealth Concepts LLC319,490$7.58M0.09%+24,79613F-HRTimeline
Pinnacle Wealth Management Advisory Gro…294,212$6.98M0.65%+54,11713F-HRTimeline
HighTower Advisors, LLC280,235$6.65M0.01%+2,37913F-HRTimeline
Good Life Advisors, LLC265,437$6.3M0.44%+88,00613F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED263,693$6.2M0.58%+31,73413F-HR/ATimeline
Ergawealth Advisors, Inc.255,887$6.07M3.01%+32,90313F-HRTimeline
Mariner, LLCin group Mariner, LLC243,196$5.77M0.01%+22,78513F-HRTimelineGroup
Midwest Financial Group LLC231,518$5.49M3.19%-42,47213F-HRTimeline
NewEdge Advisors, LLC208,446$4.94M0.03%+13,54313F-HRTimeline
&PARTNERS201,725$4.74M0.05%+48,65913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…191,755$4.55M0.11%+55,14813F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.181,790$4.31M0.03%-15,61213F-HRTimeline
Kingsview Wealth Management, LLC166,909$3.96M0.07%-6,10413F-HRTimeline
Gateway Wealth Partners, LLC162,429$3.85M0.87%new13F-HRTimeline
Private Advisor Group, LLC156,390$3.71M0.02%+13,36513F-HRTimeline
Prostatis Group LLC144,899$3.44M1.08%+5,45313F-HRTimeline
Capital Investment Advisory Services, L…137,672$3.27M0.29%+63,53313F-HRTimeline
Snowden Capital Advisors LLC130,763$3.1M0.1%+15,28113F-HRTimeline
G&S Capital LLC130,685$3.1M1.32%+9,12913F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…130,124$3.09M1.54%+27,95113F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…128,715$3.05M0.01%+79,94113F-HRTimelineGroup
Trueblood Wealth Management, LLC123,564$2.93M1.36%+25,25613F-HRTimeline
Patriot Financial Group Insurance Agenc…122,030$2.89M0.39%+23,64613F-HRTimeline
Whipplewood Advisors, LLC4,907$2.88M2.05%-118,03213F-HRTimeline
Semus Wealth Partners LLC115,354$2.74M1.91%+16,27613F-HRTimeline
Sanctuary Advisors, LLC112,612$2.67M0.02%+4,96613F-HRTimeline
Atlas Wealth LLC112,560$2.67M1.04%-10,11913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC110,807$2.63M<0.01%+75,73413F-HR/ATimelineGroup
ARQ WEALTH ADVISORS, LLC109,947$2.61M0.97%+47,54613F-HRTimeline
Global Assets Advisory, LLC107,850$2.42M0.46%+71,40013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC99,240$2.35M<0.01%new13F-HR/ATimelineGroup
Owen LaRue, LLC95,274$2.26M1.13%+1,48913F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…93,595$2.22M0.03%+2,46013F-HRTimelineGroup
RFG Advisory, LLC91,976$2.18M0.06%+17,69413F-HRTimeline
D.A. DAVIDSON & CO.91,479$2.17M0.02%+6,37413F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.90,079$2.14M0.12%+9,84513F-HR/ATimelineGroup
J.W. COLE ADVISORS, INC.88,043$2.09M0.06%+41,93613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC88,019$2.09M0.08%+10,75113F-HRTimelineGroup
Rehmann Capital Advisory Group87,935$2.09M0.13%-19,37913F-HRTimeline
KPP Advisory Services LLC86,344$2.05M0.39%+5,47913F-HRTimeline
Steward Partners Investment Advisory, L…85,816$2.04M0.02%+43,70813F-HRTimeline
Truvestments Capital LLC81,499$1.93M0.42%-11,65613F-HRTimeline
IFP Advisors, Inc79,804$1.89M0.06%+8,92413F-HRTimeline
Atria Wealth Solutions, Inc.79,305$1.88M0.02%+21,67913F-HRTimeline
Delta Investment Management, LLC71,888$1.71M0.34%-20,28013F-HRTimeline
WEDBUSH SECURITIES INC69,075$1.64M0.06%+2,05613F-HRTimeline
Sigma Planning Corp67,909$1.61M0.05%-19,71213F-HRTimeline
Econ Financial Services Corp66,551$1.58M0.84%new13F-HRTimeline
Harvest Investment Services, LLC65,066$1.54M0.43%-39,53013F-HRTimeline
Ausdal Financial Partners, Inc.63,545$1.51M0.11%new13F-HRTimeline
Stonebridge Financial Planning Group, L…63,445$1.5M0.69%+8,36413F-HRTimeline
Foundations Investment Advisors, LLC62,499$1.48M0.03%-4,43813F-HRTimeline
CWM, LLCin group CWM, LLC62,127$1.47M0.01%+2,51913F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…61,379$1.47M0.06%+7,19713F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…58,681$1.39M<0.01%+32,29313F-HRTimelineGroup
Lifeworks Advisors, LLC58,302$1.38M0.23%new13F-HRTimeline
Virtue Capital Management, LLC56,949$1.35M0.16%new13F-HRTimeline
Moloney Securities Asset Management, LLC56,554$1.34M0.18%+99713F-HRTimeline
Sandy Spring Bank56,350$1.34M0.06%+34713F-HRTimeline
Creative Planningin group Creative Planning55,758$1.32M<0.01%new13F-HRTimelineGroup
Boyce & Associates Wealth Consulting, I…55,642$1.32M1.32%+9,20613F-HRTimeline
BEACON FINANCIAL GROUP55,009$1.3M0.14%+6,55913F-HRTimeline
Sequent Planning LLC54,104$1.28M0.46%-14913F-HRTimeline
Herold Advisors, Inc.52,348$1.24M0.27%-2,21613F-HRTimeline
Balboa Wealth Partners51,250$1.22M0.29%+2,53513F-HRTimeline
Quad-Cities Investment Group, LLC50,895$1.21M0.6%+10,27713F-HRTimeline
GPS Wealth Strategies Group, LLC50,405$1.2M0.16%+7,97413F-HRTimeline
MTM Investment Management, LLC49,662$1.18M0.46%013F-HRTimeline
Secure Asset Management, LLC49,634$1.18M0.24%+85913F-HRTimeline
MML INVESTORS SERVICES, LLC49,272$1.17M<0.01%-16,79713F-HRTimeline
Ashton Thomas Private Wealth, LLC48,854$1.16M0.04%+3,60513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC48,833$1.16M0.03%+60313F-HRTimelineGroup
Orion Porfolio Solutions, LLC45,305$1.07M0.01%+17,40313F-HRTimeline
Orion Portfolio Solutions, LLC45,305$1.07M0.01%+17,40313F-HR/ATimeline
SteelPeak Wealth, LLC45,250$1.07M0.05%-2,20413F-HRTimeline
Compound Planning, Inc.44,969$1.07M0.05%-61613F-HRTimeline
Western Wealth Management, LLC44,707$1.06M0.07%-2,00413F-HRTimeline
SLT Holdings LLC44,700$1.06M1%-1,87413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.44,527$1.06M0.01%+17,50413F-HRTimelineGroup
Retirement Planning Group, LLC44,166$1.05M0.05%+19,92513F-HRTimeline
Resolute Wealth Strategies, LLC43,939$1.04M0.58%+11,12313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management43,552$1.03M0.01%+34,02213F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…43,349$1.03M0.09%-11,39613F-HRTimeline
Insight Advisors, LLC/ PA43,239$1.03M0.18%+5,78513F-HRTimeline
Comprehensive Financial Planning, Inc./…41,371$981K0.95%+65713F-HRTimeline
WINNACLE WEALTH LLC40,644$964K0.89%new13F-HRTimeline
Arkadios Wealth Advisors39,043$926K0.04%+8,21913F-HRTimeline
Marshall Financial Group, LLC37,546$891K0.19%-4,42113F-HRTimeline
TrueWealth Advisors, LLC36,982$877K0.29%+2,24513F-HRTimeline
Avidian Wealth Enterprises, LLC35,539$843K0.04%+1,20413F-HRTimeline
IHT Wealth Management, LLC35,011$830K0.03%+5,66313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …34,568$820K0.01%+1,40113F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…33,705$799K<0.01%+3,78613F-HR/ATimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC33,444$793K0.03%+20,08513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/32,912$781K<0.01%+31,91213F-HRTimelineGroup
Garden State Investment Advisory Servic…32,230$764K0.24%-2,55013F-HRTimeline
Aurora Private Wealth, Inc.30,851$732K0.58%+3,78913F-HR/ATimeline
Plotkin Financial Advisors, LLC29,758$706K0.43%+17,90613F-HRTimeline
Avior Wealth Management, LLC29,566$701K0.03%+49313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…28,977$687K0.04%+3,72513F-HRTimelineGroup
CoreCap Advisors, LLC28,415$674K0.03%-2,09213F-HRTimeline
Next Level Private LLC27,846$661K0.25%+3,43613F-HRTimeline
CENTAURUS FINANCIAL, INC.27,797$659K0.04%+1,83913F-HRTimeline
WCG Wealth Advisors LLC27,703$657K0.05%new13F-HR/ATimeline
CHILTON CAPITAL MANAGEMENT LLC27,381$649K0.03%+16,59613F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC27,231$646K0.14%-22,83413F-HRTimeline
Tyler-Stone Wealth Management27,211$645K0.12%+1,78513F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV25,590$607K0.05%-174,48413F-HRTimeline
PRIVATE TRUST CO NA24,786$588K0.06%+4,75013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.23,662$561K0.01%+15,21613F-HRTimelineGroup
CALTON & ASSOCIATES, INC.23,634$561K0.13%+6,31013F-HR/ATimeline
QTR Family Wealth, LLC23,261$552K0.42%13F-HRTimeline
MGO ONE SEVEN LLC22,130$525K0.02%+2,89013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC22,016$522K0.05%+3,60013F-HRTimeline
Waverly Advisors, LLC21,955$521K0.01%+30613F-HRTimeline
NOVEM GROUP21,685$514K0.07%+46013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…20,631$489K0.36%+4,01813F-HRTimelineGroup
Raab & Moskowitz Asset Management LLC20,500$486K0.12%013F-HRTimeline
Main Street Financial Solutions, LLC20,244$480K0.04%-2,46013F-HRTimeline
Tidemark, LLC19,823$470K0.17%+13,49413F-HRTimeline
BlueChip Wealth Advisors LLC19,324$458K0.23%+5,12613F-HRTimeline
Coppell Advisory Solutions LLC18,563$425K0.06%new13F-HRTimeline
First Heartland Consultants, Inc.17,799$422K0.04%-50013F-HRTimeline
TKG Advisors, LLC17,685$419K0.21%-57313F-HRTimeline
Moors & Cabot, Inc.17,388$412K0.02%-7113F-HRTimeline
Sunbelt Securities, Inc.17,366$412K0.04%+44013F-HRTimeline
Faithward Advisors, LLC17,283$410K0.07%+1,33213F-HRTimeline
Prime Capital Investment Advisors, LLC17,040$404K<0.01%+1,97013F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC17,029$404K0.25%+1,68313F-HRTimeline
Independent Wealth Network Inc.16,914$401K0.16%+3,57413F-HRTimeline
Gladstone Institutional Advisory LLC16,879$400K0.02%-16,44213F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC16,729$397K0.2%+20013F-HRTimelineGroup
Total Clarity Wealth Management, Inc.16,305$395K0.13%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC16,520$392K0.01%+2,52513F-HRTimeline
Comprehensive Financial Consultants Ins…15,952$378K0.13%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…15,723$373K0.01%-5913F-HRTimelineGroup
Atria Investments, Inc15,519$368K<0.01%+1,05313F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC15,244$362K0.01%+1,12713F-HRTimelineGroup
Acorn Wealth Advisors, LLC15,104$358K0.15%+7113F-HRTimeline
AE Wealth Management LLC14,931$354K<0.01%-2,05113F-HRTimeline
Core Wealth Partners LLC14,436$342K0.2%new13F-HRTimeline
SMITH, MOORE & CO.14,268$338K0.03%+18913F-HRTimeline
Catherine Avery Investment Management L…13,404$318K0.28%new13F-HRTimeline
Walkner Condon Financial Advisors LLC13,300$315K0.06%-1,95013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…12,780$303K0.01%+1,79113F-HRTimelineGroup
SeaCrest Wealth Management, LLC12,611$299K0.03%013F-HRTimeline
N.E.W. Advisory Services LLC12,610$299K0.02%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY12,582$298K<0.01%+2,59913F-HRTimelineGroup
GREENLEAF TRUST12,500$296K<0.01%013F-HRTimeline
Advisory Services Network, LLC12,300$292K0.01%+92913F-HRTimeline
HBW ADVISORY SERVICES LLC12,012$285K0.04%+2,81013F-HRTimeline
SYNOVUS FINANCIAL CORP11,955$284K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC11,859$282K0.01%-42,63313F-HRTimeline
Accel Wealth Management11,811$280K0.1%+73513F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC11,665$277K0.05%13F-HRTimeline
Pine Valley Investments Ltd Liability Co11,200$266K0.02%new13F-HRTimeline
Darwin Wealth Management, LLC10,867$263K0.09%013F-HRTimeline
LANARK FINANCIAL, INC.10,794$256K0.02%+10,78513F-HRTimeline
HICKORY ASSET MANAGEMENT, INC.10,241$243K0.22%-28513F-HRTimeline
DHJJ Financial Advisors, Ltd.10,062$239K0.1%-1,00513F-HRTimeline
Wilmington Savings Fund Society, FSB9,893$235K<0.01%+5,21013F-HRTimeline
Cherry Creek Investment Advisors, Inc.9,703$230K0.12%-3,82213F-HRTimeline
Formidable Asset Management, LLC9,475$225K0.04%new13F-HRTimeline
ASHTON THOMAS SECURITIES, LLC9,225$219K0.06%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC8,948$212K0.01%new13F-HR/ATimeline
Ignite Planners, LLC9,162$210K0.04%013F-HRTimeline
Brookwood Investment Group LLC8,778$208K0.04%13F-HRTimeline
Clear Creek Financial Management, LLC8,620$204K0.02%new13F-HRTimeline
ORG Partners LLC8,000$190K0.05%-6,00013F-HRTimeline
Synergy Investment Management, LLC7,220$171K0.07%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