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Disclosery

RDVI FIRST TR EXCHANGE-TRADED FD

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FT VEST RIS (fund)

247 managers (249 13F filers) reported a position in RDVI shares at 2025-09-30, 52,548,847 shares in all. 26 filers opened a position and 14 filers sold out during the quarter.

Managers
247
13F filers
249
New
26
Added
149
Reduced
56
Sold out
14
Shares held by filers
52,548,847

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LLC9,273,625$240M0.07%+1,468,58513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,003,567$77.6M0.02%+414,22713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,637,393$68.2M0.01%+266,34113F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,219,215$57.4M0.05%+76,22413F-HRTimelineGroup
Cetera Investment Advisers2,097,623$54.2M0.06%+576,06213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,966,169$50.8M0.01%+117,08913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,939,836$50.1M0.06%+113,06613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,480,880$37.9M0.05%+274,43413F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.962,695$24.9M0.04%-57,48013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding933,360$24.1M+320,124Timeline
Cambridge Investment Research Advisors,…908,763$23.5M0.06%+221,33713F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth856,412$22.1M0.04%-1,41313F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding851,077$22M+140,659Timeline
PINNACLE ASSOCIATES LTD799,660$20.7M0.27%+27,18113F-HRTimeline
Prospera Financial Services Inc753,087$19.5M0.33%+69,78313F-HRTimeline
PARK NATIONAL CORP /OH/693,897$17.9M0.56%-24,16613F-HRTimeline
Merit Financial Group, LLC646,003$16.7M0.15%new13F-HR/ATimeline
Second Half Financial Partners, LLC628,118$16.2M7.15%-6,07213F-HRTimeline
Luken Investment Analytics, LLC627,752$16.2M6.34%+151,44213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…619,155$16M0.02%+27,53513F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC595,337$15.4M4.24%+54,33313F-HRTimeline
HARBOUR INVESTMENTS, INC.591,991$15.3M0.35%+27,17213F-HRTimeline
Prime Capital Investment Advisors, LLC590,871$15.3M0.19%+26,26413F-HRTimeline
Janney Montgomery Scott LLC588,943$15.2M0.04%+13,19113F-HRTimeline
VestGen Advisors, LLC561,816$14.5M0.48%+26,91013F-HRTimeline
Integrated Wealth Concepts LLC520,737$13.5M0.12%+205,27213F-HRTimeline
Beaumont Financial Advisors, LLC491,177$12.7M0.85%-17,28313F-HRTimeline
Atlas Private Wealth Advisors484,327$12.5M3.07%-418,67913F-HRTimeline
Clarus Group, Inc.444,379$11.5M3.99%+11,37213F-HRTimeline
Argent Advisors, Inc.406,424$10.5M3.1%+19,72313F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED400,024$10.3M0.77%+55,20313F-HRTimeline
Summit Financial Wealth Advisors, LLC366,275$9.45M1.46%+20,28213F-HRTimeline
Echo Wealth Management, LLC340,319$8.8M5.13%+5,51313F-HRTimeline
Pinnacle Wealth Management Advisory Gro…322,292$8.33M0.63%+4,06013F-HRTimeline
Mariner, LLCin group Mariner, LLC322,221$8.33M0.01%+11,46913F-HRTimelineGroup
Cooper Capital Advisors LLC311,701$8.06M5.21%+20,27713F-HRTimeline
HighTower Advisors, LLC293,291$7.58M0.01%+10,89313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC289,887$7.49M0.12%-15,45513F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…255,972$6.62M0.11%+27,41213F-HRTimelineGroup
Snowden Capital Advisors LLC252,546$6.53M0.18%+118,53513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…201,464$5.21M0.01%+54,34513F-HRTimelineGroup
&PARTNERS194,310$5.03M0.03%+167,78813F-HRTimeline
Summit Financial, LLC187,609$4.85M0.07%new13F-HRTimeline
NewEdge Advisors, LLC186,024$4.81M0.02%+18,12613F-HRTimeline
Private Advisor Group, LLC182,604$4.72M0.02%+40,30413F-HRTimeline
SYNOVUS FINANCIAL CORP182,126$4.71M0.05%+117,15913F-HRTimeline
ARQ WEALTH ADVISORS, LLC181,733$4.7M1.39%+71,78613F-HRTimeline
Capital Investment Advisory Services, L…177,798$4.6M0.36%+29,70213F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.176,950$4.57M0.05%+13,31113F-HRTimelineGroup
RFG Advisory, LLC173,784$4.49M0.09%+39,15813F-HRTimeline
Gateway Wealth Partners, LLC169,378$4.38M0.59%+2,52513F-HRTimeline
Meadow Creek Wealth Advisors LLC167,966$4.25M2.82%new13F-HRTimeline
Coppell Advisory Solutions LLC160,129$4.14M0.44%+24,90613F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…155,279$4.01M1.47%+14,39013F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…151,144$3.91M0.5%+6,46813F-HRTimeline
Prostatis Group LLC148,867$3.85M0.96%-12,35713F-HRTimeline
Trueblood Wealth Management, LLC142,575$3.69M1.44%+12,08713F-HRTimeline
J.W. COLE ADVISORS, INC.141,247$3.65M0.07%+23,23313F-HRTimeline
Semus Wealth Partners LLC139,190$3.6M2.04%+19,85513F-HRTimeline
Kingsview Wealth Management, LLC136,614$3.53M0.05%-52,65713F-HRTimeline
G&S Capital LLC136,414$3.53M1.3%+4,19613F-HRTimeline
RiverTree Advisors, LLC128,577$3.32M2.13%+22,42313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC128,372$3.32M0.08%+53,06213F-HRTimeline
Atlas Wealth LLC128,328$3.32M1.07%+15,02213F-HRTimeline
Whipplewood Advisors, LLC128,040$3.31M2.18%-84313F-HRTimeline
Ergawealth Advisors, Inc.123,337$3.19M1.49%-68,56813F-HRTimeline
Steward Partners Investment Advisory, L…121,412$3.14M0.02%+15,73713F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.121,332$3.14M0.14%+28,00113F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP119,312$3.08M<0.01%-68,12113F-HRTimelineGroup
Sanctuary Advisors, LLC117,283$3.03M0.02%+2,37713F-HR/ATimeline
IFP Advisors, Inc112,638$2.91M0.08%+38,56713F-HR/ATimeline
Midwest Financial Group LLC110,162$2.85M1.36%+1,56713F-HRTimeline
Retirement Planning Group, LLC108,663$2.81M0.1%+54,79613F-HRTimeline
Delta Investment Management, LLC106,547$2.75M0.49%+26,77013F-HRTimeline
CALTON & ASSOCIATES, INC.105,367$2.72M0.41%+66,70513F-HRTimeline
Arkadios Wealth Advisors103,833$2.68M0.07%+58,38913F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…103,450$2.67M0.03%+5,21513F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …101,919$2.63M0.03%+9,37513F-HRTimelineGroup
D.A. DAVIDSON & CO.101,011$2.61M0.02%+2,45813F-HRTimeline
Rehmann Capital Advisory Group95,881$2.48M0.14%-1,82113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC92,476$2.39M0.07%+4,99213F-HRTimelineGroup
KPP Advisory Services LLC88,397$2.29M0.34%+26713F-HRTimeline
Maridea Wealth Management LLC86,847$2.24M0.35%-3,09413F-HRTimeline
Orion Porfolio Solutions, LLC86,125$2.23M0.02%+30,41713F-HRTimeline
Balboa Wealth Partners83,651$2.16M0.37%+2,06313F-HRTimeline
IHT Wealth Management, LLC81,389$2.1M0.05%+6,07013F-HRTimeline
Creative Planningin group Creative Planning76,697$1.98M<0.01%+20,93913F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management72,309$1.87M0.02%+9,43413F-HRTimelineGroup
WEDBUSH SECURITIES INC71,706$1.85M0.06%-3,66613F-HRTimeline
Stonebridge Financial Planning Group, L…70,265$1.82M0.68%+1,56913F-HRTimeline
Triumph Capital Management69,780$1.8M0.49%+3,47713F-HR/ATimeline
MILESTONE ASSET MANAGEMENT, LLC69,469$1.8M0.34%+29,29813F-HRTimeline
Farther Finance Advisors, LLC68,876$1.78M0.03%+33,61213F-HRTimeline
GPS Wealth Strategies Group, LLC67,727$1.75M0.18%+9,04413F-HRTimeline
Ausdal Financial Partners, Inc.65,095$1.68M0.08%+43913F-HRTimeline
Truvestments Capital LLC64,766$1.67M0.3%-4,62213F-HRTimeline
Boyce & Associates Wealth Consulting, I…64,580$1.67M1.37%-76513F-HRTimeline
Econ Financial Services Corp63,449$1.64M0.82%+91913F-HRTimeline
CWM, LLCin group CWM, LLC62,023$1.6M<0.01%-2,91913F-HRTimelineGroup
Tidemark, LLC61,278$1.58M0.46%+27,00313F-HRTimeline
BEACON FINANCIAL GROUP60,878$1.57M0.15%+5,99813F-HRTimeline
Sequent Planning LLC60,268$1.56M0.44%+2,98213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.58,261$1.51M0.01%+1,94113F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp58,041$1.5M0.03%+1,81813F-HRTimelineGroup
Quad-Cities Investment Group, LLC57,373$1.48M0.63%+2,58013F-HRTimeline
Moloney Securities Asset Management, LLC57,263$1.48M0.18%-1,35713F-HRTimeline
Resolute Wealth Strategies, LLC55,562$1.44M0.66%+6,51913F-HRTimeline
Ashton Thomas Private Wealth, LLC54,788$1.42M0.04%+5,76013F-HRTimeline
Lifeworks Advisors, LLC54,681$1.41M0.19%-1,17113F-HRTimeline
MML INVESTORS SERVICES, LLC53,589$1.39M<0.01%+15,80713F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…51,900$1.29M0.1%-40013F-HRTimeline
MTM Investment Management, LLC48,462$1.25M0.4%-1,20013F-HRTimeline
WINNACLE WEALTH LLC46,988$1.22M0.96%new13F-HRTimeline
CoreCap Advisors, LLC45,608$1.18M0.04%+7,98713F-HRTimeline
Insight Advisors, LLC/ PA44,480$1.15M0.18%+8613F-HRTimeline
Western Wealth Management, LLC44,404$1.15M0.06%-46913F-HRTimeline
Comprehensive Financial Planning, Inc./…44,068$1.14M0.78%+79813F-HRTimeline
Harvest Investment Services, LLC43,875$1.13M0.23%-6,75813F-HRTimeline
Owen LaRue, LLC43,388$1.12M0.44%-18,74813F-HRTimeline
Garden State Investment Advisory Servic…43,223$1.12M0.28%+12,71213F-HRTimeline
NFSG Corp42,192$1.09M0.16%-1,07413F-HRTimeline
Compound Planning, Inc.42,192$1.09M0.04%-1,07413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…41,738$1.08M<0.01%+6,62913F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV41,367$1.07M0.07%+6,38813F-HRTimeline
TrueWealth Advisors, LLC40,310$1.04M0.28%+2,57413F-HRTimeline
Marshall Financial Group, LLC39,567$1.02M0.2%-4,85913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…38,901$1.01M0.04%+5,77613F-HRTimelineGroup
Integrated Advisors Network LLC37,306$964K0.04%+11,28713F-HRTimeline
Next Level Private LLC36,279$945K0.27%+11,17313F-HRTimeline
Centerpoint Advisory Group36,125$934K0.73%+9,44013F-HRTimeline
CENTAURUS FINANCIAL, INC.35,003$905K0.04%013F-HRTimeline
Regal Investment Advisors LLC34,994$905K0.06%+5,22713F-HRTimeline
Plotkin Financial Advisors, LLC34,772$899K0.44%+91513F-HRTimeline
SteelPeak Wealth, LLC33,350$862K0.03%+22113F-HRTimeline
Avidian Wealth Enterprises, LLC32,861$849K0.03%+10413F-HRTimeline
Sunbelt Securities, Inc.32,716$846K0.06%+15,67913F-HRTimeline
Core Wealth Partners LLC32,279$834K0.38%+7,02113F-HRTimeline
Global Assets Advisory, LLC31,990$827K0.25%-2,78513F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP31,550$816K<0.01%+3,76813F-HRTimelineGroup
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…30,877$798K0.36%+3,35413F-HRTimelineGroup
Avior Wealth Management, LLC30,139$779K0.03%+61813F-HRTimeline
AE Wealth Management LLC28,549$738K<0.01%+8,69613F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC27,862$720K0.02%013F-HRTimeline
WMG Financial Advisors, LLC27,810$719K0.24%+2,71313F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC27,041$699K0.05%+32513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC26,493$685K<0.01%new13F-HRTimelineGroup
Asset Allocation Strategies LLC26,251$679K0.13%013F-HRTimeline
PRIVATE TRUST CO NA25,036$647K0.06%+1,00013F-HRTimeline
Forefront Wealth Partners, LLC24,638$637K0.16%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC24,344$629K0.02%-12,73213F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC24,295$628K0.02%+7,80013F-HRTimeline
QTR Family Wealth, LLC22,832$590K0.28%-1,58613F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …22,746$588K0.01%+1,96413F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC22,707$587K0.02%+36713F-HRTimeline
MGO ONE SEVEN LLC21,395$553K0.01%-76513F-HRTimeline
Main Street Financial Solutions, LLC21,046$544K0.03%+76013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…20,868$539K0.04%-35,49713F-HRTimelineGroup
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC20,865$539K0.21%+4,13613F-HR/ATimelineGroup
Raab & Moskowitz Asset Management LLC20,500$530K0.12%013F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC20,090$519K0.27%new13F-HRTimeline
Darwin Wealth Management, LLC20,074$519K0.16%+5,25113F-HRTimeline
TKG Advisors, LLC19,505$504K0.22%-7413F-HRTimeline
BlueChip Wealth Advisors LLC19,324$500K0.21%013F-HRTimeline
NOVEM GROUP18,091$468K0.06%-21113F-HRTimeline
SMITH, MOORE & CO.18,075$467K0.04%+3,86613F-HRTimeline
Waverly Advisors, LLC18,035$466K<0.01%-4,21613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…17,983$465K<0.01%-103,96913F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…17,908$463K0.01%-23013F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.17,439$451K0.02%+3,45313F-HRTimeline
Moors & Cabot, Inc.17,302$447K0.02%-48013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC17,260$446K0.01%+2,01613F-HRTimelineGroup
Formidable Asset Management, LLC17,975$444K0.07%+8,50013F-HRTimeline
IFG Advisory, LLC17,146$443K0.02%013F-HRTimeline
Advisory Services Network, LLC16,903$437K0.01%+69413F-HRTimeline
Foundations Investment Advisors, LLC16,858$436K0.01%-22313F-HRTimeline
Independent Wealth Network Inc.16,849$436K0.14%-40513F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.16,736$433K0.13%+3,74113F-HRTimeline
Total Clarity Wealth Management, Inc.16,727$432K0.11%+42213F-HRTimeline
First Heartland Consultants, Inc.16,444$425K0.03%-30013F-HRTimeline
Acorn Wealth Advisors, LLC16,245$420K0.13%+1,07113F-HRTimeline
Gladstone Institutional Advisory LLC16,231$420K0.02%+2,44613F-HRTimeline
Comprehensive Financial Consultants Ins…15,952$412K0.13%013F-HRTimeline
L.M. KOHN & COMPANY15,880$410K0.49%+2,36013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY15,185$393K<0.01%+2,49313F-HR/ATimelineGroup
Faithward Advisors, LLC15,169$392K0.06%-2,69013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…14,424$373K0.01%+23813F-HRTimelineGroup
Accel Wealth Management13,912$360K0.1%+1,56013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/13,811$357K<0.01%-18,48213F-HR/ATimelineGroup
HBW ADVISORY SERVICES LLC13,118$339K0.04%+1,10613F-HRTimeline
COZAD ASSET MANAGEMENT INC13,041$337K0.03%new13F-HRTimeline
Northwest Financial Advisors12,754$330K0.42%+4,23813F-HRTimeline
Atria Investments, Inc12,740$329K<0.01%-1,25713F-HRTimeline
Pine Valley Investments Ltd Liability Co12,680$328K0.02%+54513F-HRTimeline
Sigma Planning Corp12,680$328K0.01%-20,82413F-HRTimeline
Clear Creek Financial Management, LLC12,650$327K0.03%+2,12013F-HRTimeline
Ignite Planners, LLC12,219$316K0.05%+2,05013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC11,893$307K<0.01%-5,27013F-HRTimelineGroup
WealthTrust Asset Management, LLC11,891$307K0.21%new13F-HRTimeline
Cresset Asset Management, LLC11,861$307K<0.01%+2,66313F-HR/ATimeline
KINGSWOOD WEALTH ADVISORS, LLC11,074$286K0.02%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