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RDVIRDVI
Showing 8 of 11 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 604,216 shares of RDVI (FIRST TR EXCHANGE-TRADED FD), worth $17.8M as of 2026-Q2. The position was increased (+15.8% shares). RDVI represents 0.1% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$17.8M

Current Shares

604,216

Total Value Change

+$17.6M

Total Shares Change

+598,466

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
604,216
+15.8%
$17.8M0.1%$28.99
33
2026-Q1
Increased
522,015
+303.3%
$13.3M0.1%$24.67
45
2025-Q4
Increased
129,427
+6.6%
$3.4M0.0%$24.80
28
2025-Q3
Increased
121,412
+14.9%
$3.1M0.0%$23.92
30
2025-Q2
Increased
105,675
+23.1%
$2.6M0.0%$22.38
32
2025-Q1
Increased
85,816
+103.8%
$2M0.0%$21.02
42
2024-Q4
Increased
42,108
+632.3%
$1M0.0%$21.03
40
2024-Q3
Increased
5,750
+38.5%
$141,6800.0%$20.92
29

Other major holders of RDVI: LPL Financial LLC

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