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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
LPL Financial LLC11,337,017$290M0.08%+1,301,36313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,761,313$96.1M0.02%+832,35713F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,558,084$90.9M0.03%-203,01613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,478,696$63.3M0.01%+296,59013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,455,677$62.7M0.06%+195,37213F-HRTimelineGroup
Cetera Investment Advisers2,448,107$62.5M0.07%+326,37813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,181,726$55.7M0.08%+87,57313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC2,015,710$51.5M0.07%+41,34313F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding1,339,509$34.2M+285,038Timeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.1,177,764$30.1M0.05%+177,29213F-HRTimelineGroup
Independent Advisor Alliance1,146,879$29.3M0.31%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.934,811$23.9M0.37%+306,37113F-HRTimeline
Cambridge Investment Research Advisors,…911,414$23.3M0.06%-104,10713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding878,847$22.5M-52,634Timeline
PINNACLE ASSOCIATES LTD842,134$21.5M0.28%+6,17713F-HRTimeline
Arax Advisory Partners762,596$19.5M0.55%+33,50313F-HRTimeline
Merit Financial Group, LLC729,089$18.6M0.14%+55,96113F-HRTimeline
PARK NATIONAL CORP /OH/680,532$17.4M0.53%+6,71513F-HRTimeline
Prospera Financial Services Inc678,830$17.3M0.28%+119,75413F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC671,774$17.2M4.54%+25,95813F-HRTimeline
Janney Montgomery Scott LLC666,175$17M0.04%+37,51513F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth656,856$16.8M0.02%-40,52013F-HRTimelineGroup
Second Half Financial Partners, LLC628,118$16M7.23%013F-HRTimeline
Prime Capital Investment Advisors, LLC621,989$15.9M0.18%+9,75213F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.615,145$15.7M0.18%+362,52113F-HRTimelineGroup
Integrated Wealth Concepts LLC579,593$14.8M0.12%+216,29613F-HRTimeline
VestGen Advisors, LLC541,282$14.7M0.41%+44,63713F-HRTimeline
Bullseye Investment Management, LLC543,089$13.9M7.47%+55,32013F-HRTimeline
Steward Partners Investment Advisory, L…522,015$13.3M0.07%+392,58813F-HRTimeline
Beaumont Financial Advisors, LLC505,227$12.9M0.89%+9,47913F-HRTimeline
CWM, LLCin group CWM, LLC497,696$12.7M0.03%+218,41113F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED485,388$12.4M0.91%+54,41913F-HRTimeline
Cooper Capital Advisors LLC467,847$12M8.36%+139,84413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…443,566$11.4M0.03%-195,73813F-HRTimeline
Argent Advisors, Inc.445,151$11.4M3.11%+9,41813F-HRTimeline
Clarus Group, Inc.431,883$11M3.96%-1,67113F-HRTimeline
Summit Financial Wealth Advisors, LLC395,850$10.1M1.43%+25,55913F-HRTimeline
Atlas Private Wealth Advisors384,854$9.83M2.31%-78,12313F-HRTimeline
Aptus Capital Advisors, LLC374,883$9.58M0.08%+354,31613F-HRTimeline
Luken Investment Analytics, LLC360,658$9.21M3.53%-277,92713F-HRTimeline
Pinnacle Wealth Management Advisory Gro…346,412$8.85M0.6%+4,20613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…345,434$8.83M0.1%+30,98613F-HRTimelineGroup
HighTower Advisors, LLC339,668$8.68M0.01%+11,84313F-HRTimeline
&PARTNERS338,910$8.67M0.04%+15,77513F-HRTimeline
Mariner, LLCin group Mariner, LLC339,193$8.67M0.01%+8,00113F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…327,228$8.36M0.47%+171,51013F-HRTimeline
Gateway Wealth Partners, LLC322,638$8.24M0.32%+167,78913F-HRTimeline
Snowden Capital Advisors LLC316,456$8.09M0.21%+1,32313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…309,334$7.9M0.01%+84,60513F-HRTimelineGroup
Echo Wealth Management, LLC307,166$7.85M4.52%-28,03913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC281,685$7.2M0.11%+10,93813F-HRTimelineGroup
Farther Finance Advisors, LLC264,710$6.82M0.06%+108,16813F-HRTimeline
Private Advisor Group, LLC257,486$6.58M0.03%+17,48613F-HRTimeline
RFG Advisory, LLC225,802$5.77M0.11%+36,95113F-HRTimeline
NewEdge Advisors, LLC222,736$5.69M0.02%+32,39913F-HR/ATimeline
Oxford Wealth Group, LLC209,985$5.37M2.93%-31,01513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV203,012$5.19M0.32%+11,72513F-HRTimeline
ARQ WEALTH ADVISORS, LLC197,467$5.05M0.91%+11,80213F-HRTimeline
HighPoint Advisor Group LLC194,765$4.98M0.21%+14,87413F-HRTimeline
Summit Financial, LLC190,743$4.87M0.06%+7,28413F-HRTimeline
Capital Investment Advisory Services, L…186,335$4.76M0.35%+4,01513F-HRTimeline
IFP Advisors, Inc185,341$4.74M0.1%+52,38913F-HRTimeline
Aurora Private Wealth, Inc.179,819$4.72M3.36%-6,30513F-HRTimeline
Stonebridge Financial Planning Group, L…182,728$4.67M1.71%+109,00013F-HRTimeline
StoneCrest Wealth Management, Inc.179,288$4.58M1.94%+47413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC176,776$4.52M0.1%+26,65113F-HR/ATimeline
Meadow Creek Wealth Advisors LLC173,565$4.43M2.87%+4,86513F-HRTimeline
Trueblood Wealth Management, LLC167,972$4.29M1.68%+5,06413F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …164,181$4.2M0.03%-24,54413F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.163,434$4.18M0.22%+13,67713F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC161,468$4.13M0.07%+124,47713F-HRTimelineGroup
J.W. COLE ADVISORS, INC.160,282$4.1M0.14%+2,53513F-HRTimeline
G&S Capital LLC158,181$4.04M1.42%+11,47913F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…156,455$4M1.48%+4,35813F-HRTimelineGroup
D.A. DAVIDSON & CO.155,502$3.97M0.02%+49,09813F-HRTimeline
RiverTree Advisors, LLC153,122$3.91M2.48%+22,74213F-HRTimeline
Compass Financial Services Inc152,564$3.9M1.69%new13F-HRTimeline
Whipplewood Advisors, LLC148,254$3.79M1.97%+1,51413F-HRTimeline
Semus Wealth Partners LLC147,317$3.76M2.1%+2,89613F-HRTimeline
Atlas Wealth LLC146,954$3.75M1.13%+82013F-HR/ATimeline
MML INVESTORS SERVICES, LLC146,144$3.73M0.01%+66,57913F-HRTimeline
Kingsview Wealth Management, LLC146,068$3.73M0.05%+3,12113F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK145,345$3.71M0.02%new13F-HRTimelineGroup
Prostatis Group LLC140,591$3.59M0.92%-2,22813F-HRTimeline
Delta Investment Management, LLC130,044$3.32M0.59%+10,05113F-HRTimeline
Retirement Planning Group, LLC127,199$3.25M0.1%+6,55713F-HRTimeline
Sanctuary Advisors, LLC123,964$3.17M0.02%+6,13513F-HRTimeline
Rehmann Capital Advisory Group120,920$3.09M0.16%+20,40013F-HRTimeline
Arkadios Wealth Advisors120,920$3.09M0.05%+13,13913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP116,791$2.98M<0.01%-21413F-HRTimelineGroup
KPP Advisory Services LLC104,223$2.66M0.39%+4,80013F-HRTimeline
Orion Porfolio Solutions, LLC102,814$2.63M0.02%-8,11613F-HRTimeline
CALTON & ASSOCIATES, INC.102,719$2.62M0.38%-19,95513F-HRTimeline
Sequent Planning LLC102,446$2.62M0.63%+5,54513F-HRTimeline
Gladstone Institutional Advisory LLC97,299$2.49M0.09%+53,09113F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …95,561$2.44M0.03%+33213F-HRTimelineGroup
Accel Wealth Management94,677$2.42M0.63%+81,36013F-HRTimeline
Centerpoint Advisory Group94,263$2.41M1.81%+45,67813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC90,503$2.31M0.06%+97213F-HRTimelineGroup
World Investment Advisors90,166$2.3M0.04%+8,51413F-HRTimeline
BEACON FINANCIAL GROUP89,849$2.3M0.23%+20,32613F-HRTimeline
Elevation Advisory Partners LLC82,064$2.23M2.08%13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management87,090$2.23M0.03%+8,87813F-HRTimelineGroup
Balboa Wealth Partners86,538$2.21M0.37%-1,50513F-HRTimeline
WEDBUSH SECURITIES INC84,608$2.16M0.06%+12,41313F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp82,277$2.1M0.04%+10413F-HRTimelineGroup
Maridea Wealth Management LLC81,664$2.09M0.3%-86713F-HRTimeline
Advisory Advocates, LLC79,023$2.02M2.06%+5,60013F-HRTimeline
Indivisible Partners73,270$1.87M0.17%+24,07813F-HRTimeline
FISCHER INVESTMENT STRATEGIES, LLC73,205$1.87M1.09%new13F-HRTimeline
Boyce & Associates Wealth Consulting, I…72,141$1.84M1.4%+7,83013F-HRTimeline
Tidemark, LLC72,075$1.84M0.47%+3,70213F-HRTimeline
Western Wealth Management, LLC71,580$1.83M0.07%+12,61613F-HR/ATimeline
MILESTONE ASSET MANAGEMENT, LLC71,558$1.83M0.34%+2,21213F-HRTimeline
Resolute Wealth Strategies, LLC71,123$1.82M0.78%+19,57413F-HRTimeline
Triumph Capital Management70,581$1.8M0.37%+1,56813F-HRTimeline
IHT Wealth Management, LLC66,047$1.69M0.04%+6,78813F-HRTimeline
Foundations Investment Advisors, LLC65,870$1.68M0.02%+38,25513F-HRTimeline
Ausdal Financial Partners, Inc.65,765$1.68M0.08%-8513F-HRTimeline
Quad-Cities Investment Group, LLC64,270$1.64M0.65%+5,40013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…62,888$1.62M0.11%+5,06813F-HRTimeline
MTM Investment Management, LLC63,077$1.61M0.51%+5,61513F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…62,022$1.58M0.79%+26,80813F-HRTimelineGroup
Creative Planningin group Creative Planning58,255$1.49M<0.01%+1,43113F-HRTimelineGroup
CoreCap Advisors, LLC56,196$1.44M0.05%+11,67913F-HRTimeline
Legacy Capital Wealth Partners, LLC53,493$1.37M0.28%new13F-HRTimeline
WCG Wealth Advisors LLC51,880$1.33M0.04%+1,08513F-HRTimeline
Truvestments Capital LLC51,644$1.32M0.24%-3,91713F-HRTimeline
TrueWealth Advisors, LLC51,461$1.31M0.33%+2,41813F-HRTimeline
Garden State Investment Advisory Servic…51,396$1.31M0.31%+3,46513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…50,503$1.29M<0.01%+11,41413F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP50,146$1.28M<0.01%-61813F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…50,082$1.28M0.02%-55,21013F-HRTimelineGroup
Comprehensive Financial Planning, Inc./…48,919$1.25M0.87%+5,47813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.47,356$1.24M0.01%-16,75213F-HRTimelineGroup
Marshall Financial Group, LLC48,465$1.24M0.2%+1,50813F-HRTimeline
Savvy Advisors, Inc.48,461$1.24M0.03%+3,31613F-HRTimeline
Sigma Planning Corp48,248$1.23M0.03%+33,24913F-HRTimeline
Next Level Private LLC47,674$1.22M0.28%+2,13413F-HRTimeline
Sunbelt Securities, Inc.46,817$1.2M0.08%+11,28013F-HRTimeline
TCFG Investment Advisors, LLCgroup of 2 filers holding46,418$1.19M+25,493Timeline
Plotkin Financial Advisors, LLC46,148$1.18M0.59%+4,41013F-HRTimeline
Core Wealth Partners LLC45,244$1.16M0.54%+6,57613F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV45,159$1.15M0.06%+79313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC45,124$1.15M0.03%+5,80713F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC44,467$1.14M0.03%-4,24313F-HRTimeline
Owen LaRue, LLC44,064$1.13M0.43%+10,62313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…44,025$1.12M0.03%+4,92413F-HR/ATimelineGroup
Compound Planning, Inc.42,615$1.09M0.03%-2,18913F-HRTimeline
Insight Advisors, LLC/ PA42,579$1.09M0.21%+43513F-HRTimeline
Raab & Moskowitz Asset Management LLC41,025$1.05M0.23%+3,95013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…40,684$1.04M0.03%+21,65913F-HRTimelineGroup
John W. Brooker & Co., CPAs40,410$1.03M1.63%+13,48013F-HRTimeline
Kovack Advisors, Inc.38,081$981K0.05%+2,95413F-HRTimeline
U.S. Capital Wealth Advisors, LLC38,169$975K0.02%+6,86013F-HRTimeline
Harvest Investment Services, LLC38,064$973K0.18%+90113F-HRTimeline
QTR Family Wealth, LLC34,597$946K0.39%-14913F-HRTimeline
Regal Investment Advisors LLC36,351$929K0.05%-1,21413F-HRTimeline
CENTAURUS FINANCIAL, INC.35,749$913K0.04%+15913F-HRTimeline
Avidian Wealth Enterprises, LLC35,331$903K0.03%+4,02813F-HRTimeline
WINNACLE WEALTH LLC34,450$880K0.68%-91713F-HRTimeline
Asset Allocation Strategies LLC33,640$859K0.15%+7,20013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC33,413$854K0.06%013F-HRTimeline
AE Wealth Management LLC33,107$846K<0.01%+95313F-HRTimeline
Clear Creek Financial Management, LLC32,964$842K0.06%+11,03913F-HRTimeline
HBW ADVISORY SERVICES LLC32,250$824K0.09%+6,49813F-HRTimeline
Buska Wealth Management, LLC30,100$769K0.31%new13F-HRTimeline
Avior Wealth Management, LLC29,414$752K0.02%+54513F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC28,412$726K0.03%-45313F-HRTimeline
PRIVATE TRUST CO NA26,036$709K0.06%-50013F-HRTimeline
Integrated Advisors Network LLC27,347$699K0.04%-8,83113F-HRTimeline
Forefront Wealth Partners, LLC25,174$643K0.27%+9313F-HRTimeline
Advyzon Investment Management, LLC24,926$637K0.06%new13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC24,735$632K0.02%+11,12213F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.24,456$625K0.18%+5,80513F-HRTimeline
Signature Equity Partners, LLC23,762$607K0.33%+5,13513F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…23,701$606K0.02%+23213F-HRTimelineGroup
1776 Wealth LLC23,519$601K0.24%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …23,181$592K0.01%+37613F-HRTimelineGroup
National Wealth Management Group, LLC22,980$587K0.22%-10,40413F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC22,881$585K0.28%+6113F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…22,752$581K<0.01%new13F-HRTimelineGroup
TKG Advisors, LLC22,132$565K0.23%-27813F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC21,773$556K0.02%-84713F-HRTimeline
Sound Income Strategies, LLC21,513$554K0.03%013F-HRTimeline
Formidable Asset Management, LLC20,635$541K0.08%-12513F-HRTimeline
Darwin Wealth Management, LLC20,436$522K0.16%+1,06013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC20,260$518K0.02%+9,16413F-HRTimeline
Advisory Services Network, LLC19,889$508K0.01%-5413F-HRTimeline
Main Street Financial Solutions, LLC19,802$506K0.04%-1,63013F-HRTimeline
NOVEM GROUP19,714$504K0.06%+1,08013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…19,671$503K0.01%+1,68113F-HRTimelineGroup
SMITH, MOORE & CO.18,205$465K0.03%+50413F-HRTimeline
COZAD ASSET MANAGEMENT INC17,965$459K0.04%+36913F-HRTimeline
MGO ONE SEVEN LLC17,405$445K0.01%-2,23013F-HRTimeline
Pine Valley Investments Ltd Liability Co17,384$444K0.02%+1,62713F-HRTimeline
Cornerstone Wealth Management, LLC17,157$438K0.02%+1,02413F-HRTimeline
B. Riley Wealth Advisors, Inc.17,474$435K0.03%-1913F-HRTimeline
Proactive Wealth Strategies LLC16,894$432K0.08%+8,62513F-HRTimeline
Total Clarity Wealth Management, Inc.16,794$429K0.1%-10813F-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