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RDVY
Showing 8 of 22 quarters

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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
855,453
+87.1%
$58.4M0.5%$71.13
55
2025-Q4
Decreased
457,152
-47.3%
$31.8M0.4%$70.16
0
2025-Q3
Decreased
866,752
-7.9%
$58.3M0.5%$67.10
0
2025-Q2
Increased
940,700
+0.9%
$59M0.6%$62.10
42
2025-Q1
Increased
932,018
+1.9%
$54.6M0.6%$57.58
42
2024-Q4
Increased
914,721
+0.9%
$54.1M0.6%$58.30
42
2024-Q3
Decreased
906,653
-0.9%
$53.7M0.7%$57.96
0
2024-Q2
Increased
914,644
+2.3%
$50.1M0.7%$53.66
42

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

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