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RDVIRDVI
14 quarters

Position history for IWIntegrated Wealth Concepts LLC's holdings in FIRST TR EXCHANGE-TRADED FD

Integrated Wealth Concepts LLC holds 579,593 shares of RDVI (FIRST TR EXCHANGE-TRADED FD), worth $14.8M as of 2026-Q1. The position was increased (+59.5% shares). RDVI represents 0.1% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$14.8M

Current Shares

579,593

Total Value Change

+$14.5M

Total Shares Change

+565,201

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
579,593
+59.5%
$14.8M0.1%$24.84
48
2025-Q4
Decreased
363,297
-30.2%
$9.5M0.1%$24.98
0
2025-Q3
Increased
520,737
+65.1%
$13.5M0.1%$24.09
49
2025-Q2
Decreased
315,465
-1.3%
$7.8M0.1%$22.54
0
2025-Q1
Increased
319,490
+8.4%
$7.6M0.1%$21.17
30
2024-Q4
Increased
294,694
+5.2%
$7.1M0.1%$21.18
29
2024-Q3
Increased
280,104
+23.6%
$6.9M0.1%$21.07
33
2024-Q2
Increased
226,523
+19.4%
$5.3M0.1%$19.56
32
2024-Q1
Increased
189,715
+64.9%
$4.6M0.1%$20.04
39
2023-Q4
Increased
115,064
+14.3%
$2.7M0.0%$18.49
30
2023-Q3
Increased
100,702
+38.0%
$2.1M0.0%$16.50
34
2023-Q2
Increased
72,986
+83.6%
$1.6M0.0%$16.83
40
2023-Q1
Increased
39,749
+176.2%
$853,0000.0%$16.08
40
2022-Q4
New
14,392
-
$306,0000.0%$15.58
32

Other major holders of RDVI: LPL Financial LLC

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