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RDVIRDVI
Showing 8 of 10 quarters

Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in FIRST TR EXCHANGE-TRADED FD

Steward Partners Investment Advisory, LLC holds 522,015 shares of RDVI (FIRST TR EXCHANGE-TRADED FD), worth $13.3M as of 2026-Q1. The position was increased (+303.3% shares). RDVI represents 0.1% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$13.3M

Current Shares

522,015

Total Value Change

+$13.2M

Total Shares Change

+517,865

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
522,015
+303.3%
$13.3M0.1%$24.84
45
2025-Q4
Increased
129,427
+6.6%
$3.4M0.0%$24.98
28
2025-Q3
Increased
121,412
+14.9%
$3.1M0.0%$24.09
30
2025-Q2
Increased
105,675
+23.1%
$2.6M0.0%$22.54
32
2025-Q1
Increased
85,816
+103.8%
$2M0.0%$21.17
42
2024-Q4
Increased
42,108
+632.3%
$1M0.0%$21.18
40
2024-Q3
Increased
5,750
+38.5%
$141,6800.0%$21.07
29
2024-Q2
Increased
4,150
+176.7%
$97,0270.0%$19.56
35

Other major holders of RDVI: LPL Financial LLC

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