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Disclosery

RDVI FIRST TR EXCHANGE-TRADED FD

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FT VEST RIS (fund)

245 managers (246 13F filers) reported a position in RDVI shares at 2025-06-30, 47,480,541 shares in all. 36 filers opened a position and 20 filers sold out during the quarter.

Managers
245
13F filers
246
New
36
Added
134
Reduced
54
Sold out
20
Shares held by filers
47,480,541

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

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
LPL Financial LLC7,805,040$193M0.06%+915,73513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,589,340$64M0.02%+407,65613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,371,052$58.6M0.01%+282,03513F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,142,991$53M0.05%+670,34513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,849,080$45.7M0.01%+176,31813F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,826,770$45.1M0.06%+126,73913F-HRTimeline
Cetera Investment Advisers1,521,561$37.6M0.06%+159,27613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,206,446$29.8M0.05%+34,48613F-HR/ATimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.1,020,175$25.2M0.04%+95,46613F-HRTimelineGroup
Atlas Private Wealth Advisors903,006$22.3M2.87%+370,85213F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth857,825$21.2M0.05%new13F-HRTimelineGroup
PINNACLE ASSOCIATES LTD772,479$19.1M0.28%+40,77213F-HRTimeline
PARK NATIONAL CORP /OH/718,063$17.7M0.59%+17,86013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding710,418$17.6M+182,940Timeline
Cambridge Investment Research Advisors,…687,426$17M0.05%+15,84613F-HRTimeline
Arax Advisory Partners685,753$16.9M0.78%+161,00013F-HRTimeline
Prospera Financial Services Inc683,304$16.9M0.31%+102,62413F-HRTimeline
Second Half Financial Partners, LLC634,190$15.7M7.38%+13,75913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding613,236$15.2M-1,068,551Timeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…591,620$14.8M0.02%+37,73913F-HRTimeline
Janney Montgomery Scott LLC575,752$14.2M0.04%+72,01613F-HRTimeline
HARBOUR INVESTMENTS, INC.564,819$14M0.35%+52,81513F-HRTimeline
Prime Capital Investment Advisors, LLC564,607$14M0.19%+547,56713F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC541,004$13.4M3.88%+72,06513F-HRTimeline
VestGen Advisors, LLC534,906$13.2M0.53%+47,31613F-HRTimeline
Beaumont Financial Advisors, LLC508,460$12.6M0.91%new13F-HRTimeline
Luken Investment Analytics, LLC476,310$11.8M5.16%-192,29313F-HRTimeline
Clarus Group, Inc.433,007$10.7M3.93%new13F-HRTimeline
Argent Advisors, Inc.386,701$9.56M2.95%-11,31613F-HRTimeline
Summit Financial Wealth Advisors, LLC345,993$8.55M1.53%-1,95613F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED344,821$8.52M0.71%+81,12813F-HRTimeline
Echo Wealth Management, LLC334,806$8.27M5.07%-67513F-HRTimeline
Pinnacle Wealth Management Advisory Gro…318,232$7.86M0.65%+24,02013F-HRTimeline
Integrated Wealth Concepts LLC315,465$7.8M0.08%-4,02513F-HRTimeline
Mariner, LLCin group Mariner, LLC310,752$7.68M0.01%+67,55613F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC305,342$7.55M0.14%+299,95813F-HRTimelineGroup
Good Life Advisors, LLC296,484$7.33M0.46%+31,04713F-HRTimeline
Cooper Capital Advisors LLC291,424$7.2M6.95%new13F-HRTimeline
HighTower Advisors, LLC282,398$6.98M0.01%+2,16313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…228,560$5.65M0.11%+36,80513F-HRTimelineGroup
Ergawealth Advisors, Inc.191,905$4.74M2.13%-63,98213F-HRTimeline
Kingsview Wealth Management, LLC189,271$4.68M0.08%+22,36213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP187,433$4.63M0.01%-1,146,05713F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.179,318$4.43M0.02%-2,47213F-HRTimeline
NewEdge Advisors, LLC167,898$4.15M0.02%-40,54813F-HRTimeline
Gateway Wealth Partners, LLC166,853$4.12M0.78%+4,42413F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.163,639$4.04M0.05%+139,97713F-HRTimelineGroup
Prostatis Group LLC161,224$3.98M1.14%+16,32513F-HRTimeline
Capital Investment Advisory Services, L…148,096$3.66M0.3%+10,42413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…147,119$3.64M0.01%+18,40413F-HR/ATimelineGroup
Patriot Financial Group Insurance Agenc…144,676$3.57M0.41%+22,64613F-HRTimeline
Private Advisor Group, LLC142,300$3.52M0.02%-14,09013F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…140,889$3.48M1.48%+10,76513F-HRTimelineGroup
RFG Advisory, LLC134,626$3.33M0.08%+42,65013F-HRTimeline
Coppell Advisory Solutions LLC135,223$3.33M0.39%+116,66013F-HR/ATimeline
Snowden Capital Advisors LLC134,011$3.31M0.1%+3,24813F-HRTimeline
G&S Capital LLC132,218$3.27M1.29%+1,53313F-HRTimeline
Trueblood Wealth Management, LLC130,488$3.22M1.35%+6,92413F-HRTimeline
Whipplewood Advisors, LLC128,883$3.18M1.75%+123,97613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…121,952$3.01M<0.01%+63,27113F-HRTimelineGroup
Semus Wealth Partners LLC119,335$2.95M1.91%+3,98113F-HRTimeline
J.W. COLE ADVISORS, INC.118,014$2.92M0.06%+29,97113F-HRTimeline
Sanctuary Advisors, LLC114,906$2.84M0.02%+2,29413F-HRTimeline
Atlas Wealth LLC113,306$2.83M1.03%+74613F-HRTimeline
Midwest Financial Group LLC108,595$2.68M1.41%-122,92313F-HRTimeline
RiverTree Advisors, LLC106,154$2.62M1.76%new13F-HRTimeline
Steward Partners Investment Advisory, L…105,675$2.61M0.02%+19,85913F-HRTimeline
ARQ WEALTH ADVISORS, LLC109,947$2.61M0.9%013F-HRTimeline
D.A. DAVIDSON & CO.98,553$2.44M0.02%+7,07413F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…98,235$2.43M0.03%+4,64013F-HRTimelineGroup
Rehmann Capital Advisory Group97,702$2.41M0.15%+9,76713F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.93,331$2.31M0.11%+3,25213F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …92,544$2.29M0.03%+57,97613F-HRTimelineGroup
Maridea Wealth Management LLC89,941$2.22M0.58%new13F-HRTimeline
KPP Advisory Services LLC88,130$2.18M0.36%+1,78613F-HR/ATimeline
Capital Analysts, LLCin group Capital Analysts, LLC87,484$2.16M0.07%-53513F-HRTimelineGroup
Atria Wealth Solutions, Inc.82,162$2.03M0.05%+2,85713F-HRTimeline
Balboa Wealth Partners81,588$2.02M0.4%+30,33813F-HRTimeline
Delta Investment Management, LLC79,777$1.97M0.38%+7,88913F-HRTimeline
WEDBUSH SECURITIES INC75,372$1.86M0.07%+6,29713F-HRTimeline
IHT Wealth Management, LLC75,319$1.86M0.05%+40,30813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC75,310$1.86M0.05%+41,86613F-HRTimeline
Aurora Private Wealth, Inc.74,971$1.85M1.37%+44,12013F-HRTimeline
IFP Advisors, Inc74,071$1.83M0.05%-5,73313F-HRTimeline
Truvestments Capital LLC69,388$1.71M0.34%-12,11113F-HRTimeline
Stonebridge Financial Planning Group, L…68,696$1.7M0.71%+5,25113F-HRTimeline
Triumph Capital Management66,303$1.64M0.49%new13F-HR/ATimeline
Boyce & Associates Wealth Consulting, I…65,345$1.61M1.47%+9,70313F-HRTimeline
SYNOVUS FINANCIAL CORP64,967$1.61M0.02%+53,01213F-HRTimeline
CWM, LLCin group CWM, LLC64,942$1.6M0.01%+2,81513F-HRTimelineGroup
Ausdal Financial Partners, Inc.64,656$1.6M0.11%+1,11113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management62,875$1.55M0.02%+19,32313F-HRTimelineGroup
Econ Financial Services Corp62,530$1.55M0.8%-4,02113F-HRTimeline
Owen LaRue, LLC62,136$1.54M0.65%-33,13813F-HRTimeline
GPS Wealth Strategies Group, LLC58,683$1.45M0.17%+8,27813F-HRTimeline
Moloney Securities Asset Management, LLC58,620$1.45M0.18%+2,06613F-HRTimeline
Sequent Planning LLC57,286$1.42M0.45%+3,18213F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…56,365$1.39M0.07%-5,01413F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.56,320$1.39M0.01%+11,79313F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp56,223$1.39M0.03%new13F-HRTimelineGroup
Lifeworks Advisors, LLC55,852$1.38M0.21%-2,45013F-HRTimeline
Creative Planningin group Creative Planning55,758$1.38M<0.01%013F-HRTimelineGroup
Orion Porfolio Solutions, LLC55,708$1.38M0.01%+10,40313F-HR/ATimeline
BEACON FINANCIAL GROUP54,880$1.36M0.14%-12913F-HRTimeline
Quad-Cities Investment Group, LLC54,793$1.35M0.62%+3,89813F-HRTimeline
Retirement Planning Group, LLC53,867$1.33M0.06%+9,70113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…52,300$1.29M0.1%+8,95113F-HRTimeline
Harvest Investment Services, LLC50,633$1.25M0.28%-14,43313F-HRTimeline
MTM Investment Management, LLC49,662$1.23M0.41%013F-HRTimeline
Resolute Wealth Strategies, LLC49,043$1.21M0.65%+5,10413F-HRTimeline
Ashton Thomas Private Wealth, LLC49,028$1.21M0.04%+17413F-HRTimeline
Arkadios Wealth Advisors45,444$1.12M0.03%+6,40113F-HRTimeline
Western Wealth Management, LLC44,873$1.11M0.07%+16613F-HRTimeline
Marshall Financial Group, LLC44,426$1.1M0.22%+6,88013F-HRTimeline
Insight Advisors, LLC/ PA44,394$1.1M0.18%+1,15513F-HRTimeline
Comprehensive Financial Planning, Inc./…43,270$1.07M0.84%+1,89913F-HRTimeline
NFSG Corp43,266$1.07M0.17%new13F-HRTimeline
Compound Planning, Inc.43,266$1.07M0.04%-1,70313F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC40,171$993K0.21%+12,94013F-HRTimeline
CALTON & ASSOCIATES, INC.38,662$955K0.17%+15,02813F-HRTimeline
MML INVESTORS SERVICES, LLC37,782$934K<0.01%-11,49013F-HRTimeline
TrueWealth Advisors, LLC37,736$932K0.28%+75413F-HRTimeline
CoreCap Advisors, LLC37,621$930K0.04%+9,20613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC37,076$916K0.02%-11,75713F-HRTimelineGroup
Farther Finance Advisors, LLC35,264$871K0.02%+23,40513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…35,109$868K<0.01%+1,40413F-HR/ATimelineGroup
Global Assets Advisory, LLC34,775$868K0.34%-73,07513F-HRTimeline
CENTAURUS FINANCIAL, INC.35,003$865K0.05%+7,20613F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV34,979$864K0.06%+9,38913F-HRTimeline
Tidemark, LLC34,275$847K0.27%+14,45213F-HRTimeline
Plotkin Financial Advisors, LLC33,857$837K0.46%+4,09913F-HRTimeline
Sigma Planning Corp33,504$828K0.02%-34,40513F-HRTimeline
SteelPeak Wealth, LLC33,129$819K0.03%-12,12113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…33,125$819K0.04%+4,14813F-HRTimelineGroup
Avidian Wealth Enterprises, LLC32,757$809K0.03%-2,78213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/32,293$798K<0.01%-61913F-HRTimelineGroup
Herold Advisors, Inc.31,958$790K0.17%-20,39013F-HRTimeline
OLD MISSION CAPITAL LLC31,007$766K0.02%new13F-HRTimeline
Garden State Investment Advisory Servic…30,511$754K0.2%-1,71913F-HRTimeline
Regal Investment Advisors LLC29,767$736K0.06%new13F-HRTimeline
Tyler-Stone Wealth Management29,601$731K0.12%+2,39013F-HRTimeline
Avior Wealth Management, LLC29,521$729K0.03%-4513F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC27,862$688K0.03%+48113F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP27,782$686K<0.01%new13F-HRTimelineGroup
Legacy Investment Solutions, LLC27,523$680K0.36%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…27,523$680K0.36%+6,89213F-HRTimelineGroup
INSIGNEO ADVISORY SERVICES, LLC26,716$660K0.06%+4,70013F-HRTimeline
Centerpoint Advisory Group26,685$659K0.57%new13F-HRTimeline
&PARTNERS26,522$655K0.01%-175,20313F-HRTimeline
Asset Allocation Strategies LLC26,251$649K0.14%new13F-HRTimeline
Integrated Advisors Network LLC26,019$643K0.03%new13F-HRTimeline
Core Wealth Partners LLC25,258$624K0.32%+10,82213F-HRTimeline
Next Level Private LLC25,106$620K0.2%-2,74013F-HRTimeline
WMG Financial Advisors, LLC25,097$620K0.23%new13F-HRTimeline
QTR Family Wealth, LLC24,418$603K0.37%+1,15713F-HRTimeline
PRIVATE TRUST CO NA24,036$594K0.06%-75013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC22,340$552K0.02%+13,39213F-HRTimeline
Waverly Advisors, LLC22,251$550K0.01%+29613F-HRTimeline
MGO ONE SEVEN LLC22,160$548K0.02%+3013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …20,782$514K0.01%new13F-HRTimelineGroup
Raab & Moskowitz Asset Management LLC20,500$507K0.12%013F-HRTimeline
Main Street Financial Solutions, LLC20,286$501K0.04%+4213F-HRTimeline
AE Wealth Management LLC19,853$491K<0.01%+4,92213F-HRTimeline
TKG Advisors, LLC19,579$484K0.22%+1,89413F-HRTimeline
BlueChip Wealth Advisors LLC19,324$477K0.21%013F-HRTimeline
NOVEM GROUP18,302$452K0.06%-3,38313F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…18,138$448K0.01%+2,41513F-HRTimelineGroup
Faithward Advisors, LLC17,859$441K0.07%+57613F-HRTimeline
Moors & Cabot, Inc.17,782$439K0.02%+39413F-HRTimeline
Independent Wealth Network Inc.17,254$426K0.16%+34013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC17,163$424K<0.01%-93,64413F-HRTimelineGroup
IFG Advisory, LLC17,146$424K0.02%new13F-HRTimeline
Foundations Investment Advisors, LLC17,081$422K0.01%-45,41813F-HRTimeline
First Heartland Consultants, Inc.16,744$414K0.04%-1,05513F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC16,729$413K0.19%013F-HRTimelineGroup
Sunbelt Securities, Inc.17,037$413K0.04%-32913F-HRTimeline
U.S. Capital Wealth Advisors, LLC16,495$408K0.01%-2513F-HRTimeline
Total Clarity Wealth Management, Inc.16,305$403K0.12%013F-HRTimeline
Advisory Services Network, LLC16,209$401K0.01%+3,90913F-HRTimeline
Comprehensive Financial Consultants Ins…15,952$394K0.13%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC15,244$377K0.01%013F-HRTimelineGroup
Acorn Wealth Advisors, LLC15,174$375K0.14%+7013F-HRTimeline
Darwin Wealth Management, LLC14,823$366K0.13%+3,95613F-HRTimeline
SMITH, MOORE & CO.14,209$351K0.03%-5913F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…14,186$351K0.01%+1,40613F-HRTimelineGroup
Atria Investments, Inc13,997$346K<0.01%-1,52213F-HRTimeline
B. Riley Wealth Advisors, Inc.13,986$346K0.02%-348,23913F-HRTimeline
Gladstone Institutional Advisory LLC13,785$341K0.01%-3,09413F-HRTimeline
L.M. KOHN & COMPANY13,520$334K0.09%new13F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.12,995$321K0.15%new13F-HRTimeline
Wilmington Savings Fund Society, FSB12,962$320K0.01%+3,06913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY12,692$314K<0.01%+11013F-HRTimelineGroup
Accel Wealth Management12,352$305K0.1%+54113F-HRTimeline
ASHTON THOMAS SECURITIES, LLC12,225$302K0.07%+3,00013F-HRTimeline
Pine Valley Investments Ltd Liability Co12,135$300K0.02%+93513F-HRTimeline
HBW ADVISORY SERVICES LLC12,012$297K0.04%013F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC11,665$277K0.05%013F-HRTimeline
LANARK FINANCIAL, INC.10,874$268K0.02%+8013F-HRTimeline
TFB Advisors LLC10,732$265K0.07%new13F-HRTimeline
Clear Creek Financial Management, LLC10,530$260K0.02%+1,91013F-HRTimeline