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RDVIRDVI
15 quarters

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

Integrated Wealth Concepts LLC holds 634,649 shares of RDVI (FIRST TR EXCHANGE-TRADED FD), worth $18.7M as of 2026-Q2. The position was increased (+9.5% shares). RDVI represents 0.1% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$18.7M

Current Shares

634,649

Total Value Change

+$18.4M

Total Shares Change

+620,257

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
634,649
+9.5%
$18.7M0.1%$28.99
31
2026-Q1
Increased
579,593
+59.5%
$14.8M0.1%$24.67
48
2025-Q4
Decreased
363,297
-30.2%
$9.5M0.1%$24.80
0
2025-Q3
Increased
520,737
+65.1%
$13.5M0.1%$23.92
49
2025-Q2
Decreased
315,465
-1.3%
$7.8M0.1%$22.38
0
2025-Q1
Increased
319,490
+8.4%
$7.6M0.1%$21.02
30
2024-Q4
Increased
294,694
+5.2%
$7.1M0.1%$21.03
29
2024-Q3
Increased
280,104
+23.6%
$6.9M0.1%$20.92
33
2024-Q2
Increased
226,523
+19.4%
$5.3M0.1%$19.42
32
2024-Q1
Increased
189,715
+64.9%
$4.6M0.1%$19.89
39
2023-Q4
Increased
115,064
+14.3%
$2.7M0.0%$18.35
30
2023-Q3
Increased
100,702
+38.0%
$2.1M0.0%$16.39
34
2023-Q2
Increased
72,986
+83.6%
$1.6M0.0%$16.71
40
2023-Q1
Increased
39,749
+176.2%
$853,0000.0%$15.96
40
2022-Q4
New
14,392
-
$306,0000.0%$15.47
32

Other major holders of RDVI: LPL Financial LLC

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