Position history for Integrated Wealth Concepts LLC's holdings in FIRST TR EXCHANGE TRADED FD
Integrated Wealth Concepts LLC holds 855,453 shares of RDVY (FIRST TR EXCHANGE TRADED FD), worth $58.4M as of 2026-Q1. The position was increased (+87.1% shares). RDVY represents 0.5% of Integrated Wealth Concepts LLC's portfolio.
Current Value
$58.4M
Current Shares
855,453
Total Value Change
+$8.3M
Total Shares Change
-59,191
Other major holders of RDVY: Kestra Advisory Services, LLC, Steward Partners Investment Advisory, LLC, LPL Financial LLC
Increased |
| 855,453 |
+87.1% |
| $58.4M |
| 0.5% |
| $71.13 |
55 |
| 2025-Q4 | Decreased | 457,152 | -47.3% | $31.8M | 0.4% | $70.16 | 0 |
| 2025-Q3 | Decreased | 866,752 | -7.9% | $58.3M | 0.5% | $67.10 | 0 |
| 2025-Q2 | Increased | 940,700 | +0.9% | $59M | 0.6% | $62.10 | 42 |
| 2025-Q1 | Increased | 932,018 | +1.9% | $54.6M | 0.6% | $57.58 | 42 |
| 2024-Q4 | Increased | 914,721 | +0.9% | $54.1M | 0.6% | $58.30 | 42 |
| 2024-Q3 | Decreased | 906,653 | -0.9% | $53.7M | 0.7% | $57.96 | 0 |
| 2024-Q2 | Increased | 914,644 | +2.3% | $50.1M | 0.7% | $53.66 | 42 |