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RDVYRDVY
25 quarters

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

Integrated Wealth Concepts LLC holds 958,929 shares of RDVY (FIRST TR EXCHANGE TRADED FD), worth $77.7M as of 2026-Q2. The position was increased (+12.1% shares). RDVY represents 0.4% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$77.7M

Current Shares

958,929

Total Value Change

+$77.5M

Total Shares Change

+951,960

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
958,929
+12.1%
$77.7M0.4%$81.06
40
2026-Q1
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
2024-Q1
Increased
894,351
+14.9%
$50.2M0.7%$54.79
47
2023-Q4
Increased
778,625
+64.9%
$40.2M0.7%$50.19
60
2023-Q3
Increased
472,223
+38.5%
$21.7M0.4%$44.34
45
2023-Q2
Increased
341,000
+21.4%
$16.1M0.3%$45.03
40
2023-Q1
Increased
280,852
+1.7%
$12.6M0.3%$42.35
34
2022-Q4
Decreased
276,261
-5.8%
$12.1M0.3%$41.70
0
2022-Q3
Decreased
293,189
-2.3%
$11.4M0.4%$36.98
0
2022-Q2
Increased
300,096
+10.4%
$12.3M0.4%$38.65
37
2022-Q1
Increased
271,786
+136.9%
$13.3M0.4%$46.56
54
2021-Q4
Increased
114,741
+20.8%
$5.9M0.2%$48.10
39
2021-Q3
Decreased
94,968
-1.7%
$4.5M0.1%$44.64
0
2021-Q2
Increased
96,595
+700.0%
$4.6M0.2%$44.22
52
2021-Q1
Increased
12,075
+125.9%
$549,0000.0%$41.93
39
2020-Q4
New
5,345
-
$213,0000.0%$36.37
32
2019-Q2
Exited
0
-100.0%
$00.0%$27.71
0
2019-Q1
New
6,969
-
$208,0000.0%$26.49
32

Other major holders of RDVY: Steward Partners Investment Advisory, LLC, LPL Financial LLC

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