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RDVYRDVY
30 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 698,928 shares of RDVY (FIRST TR EXCHANGE TRADED FD), worth $56.7M as of 2026-Q2. The position was increased (+22.8% shares). RDVY represents 0.3% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$56.7M

Current Shares

698,928

Total Value Change

+$56.1M

Total Shares Change

+681,944

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
698,928
+22.8%
$56.7M0.3%$81.06
43
2026-Q1
Increased
569,198
+6.2%
$38.9M0.2%$71.13
37
2025-Q4
Decreased
535,903
-3.7%
$37.2M0.2%$70.16
0
2025-Q3
Increased
556,666
+2.8%
$37.4M0.2%$67.10
36
2025-Q2
Increased
541,777
+2.8%
$34M0.3%$62.10
36
2025-Q1
Increased
526,911
+5.3%
$30.8M0.3%$57.58
36
2024-Q4
Decreased
500,246
-3.1%
$29.6M0.3%$58.30
0
2024-Q3
Decreased
516,097
-11.2%
$30.6M0.3%$57.96
0
2024-Q2
Decreased
581,187
-3.8%
$31.8M0.3%$53.66
0
2024-Q1
Increased
604,170
+1.2%
$33.9M0.4%$54.79
35
2023-Q4
Increased
596,975
+1.4%
$30.8M0.4%$50.19
35
2023-Q3
Increased
588,903
+7.3%
$27.1M0.4%$44.34
37
2023-Q2
Decreased
548,861
-0.4%
$25.9M0.4%$45.03
0
2023-Q1
Decreased
551,010
-0.2%
$24.7M0.4%$42.35
0
2022-Q4
Decreased
552,149
-4.9%
$24.3M0.4%$41.70
0
2022-Q3
Increased
580,816
+17.3%
$22.6M0.4%$36.98
40
2022-Q2
Increased
494,980
+6.9%
$20.3M0.4%$38.65
36
2022-Q1
Increased
462,857
+4.9%
$22.7M0.4%$46.56
36
2021-Q4
Increased
441,318
+12.3%
$22.9M0.3%$48.10
38
2021-Q3
Increased
392,992
+12.5%
$18.7M0.3%$44.64
38
2021-Q2
Decreased
349,416
-37.5%
$16.8M0.3%$44.22
0
2021-Q1
Increased
559,180
+95.8%
$12.7B0.2%$41.93
61
2020-Q4
Increased
285,601
+1.3%
$11.4M0.2%$36.37
34
2020-Q3
Increased
281,896
+1.1%
$9.2M0.2%$29.60
33
2020-Q2
Increased
278,946
+16.7%
$8.6M0.2%$27.73
38
2020-Q1
Increased
239,030
+845.4%
$6.1M0.2%$23.66
52
2019-Q4
Increased
25,284
+19.4%
$907,0000.0%$32.26
29
2019-Q3
Increased
21,177
+9.7%
$674,0000.0%$28.38
27
2019-Q2
Increased
19,305
+13.7%
$599,0000.0%$27.71
28
2019-Q1
New
16,984
-
$506,0000.0%$26.49
33

Other major holders of RDVY: LPL Financial LLC, MORGAN STANLEY

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