FIRST TR EXCHANGE-TRADED FD

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RDVI·33738D879·US·ETF·Unknown - Unknown-13D/G

RDVI (FIRST TR EXCHANGE-TRADED FD) is held by 55 institutional investors as of Q2 2026. Largest holders: LPL Financial LLC ($376.4M), WELLS FARGO & COMPANY/MN ($120.1M), RAYMOND JAMES FINANCIAL INC ($110.8M). Net institutional sentiment: Bullish.

55

Holders

(9 Elite)

$1.3B

Total Value

74% (54)

Consensus

40 buying - 14 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)43

Insider (Form 4)76

Activist (13D/13G)34

Congressional (STOCK Act)77

Holder Quality

52

★★★★★

Elite

26

★★★★

Strong

60

★★★

Solid

18

★★

Below

11

★

Weak

Held by 55 funds

9 elite

Who's Trading

Source dates: Price Sep 21, 2026 · Insiders none · Activists Jul 14, 2026 · Congress none

ActivistFTFirst Trust Portfolios L.P.12.5%Jul 14, 2026

ActivistFTFirst Trust Portfolios L.P.13.8%Apr 14, 2026

View all activist filings

Top Holders

Top Holders (55)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	12.8M(+12.9%)	$376.4M	0.1%	+31.08%	35
WELLS FARGO & COMPANY/MN	Increased	4.1M(+8.6%)	$120.1M	0.0%	+24.25%	33
RAYMOND JAMES FINANCIAL INC	Increased	3.8M(+5.9%)	$110.8M	0.0%	+25.92%	32
Cetera Investment Advisers	Increased	2.8M(+13.8%)	$81.9M	0.1%	+26.63%	34
ROYAL BANK OF CANADA	Increased	2.6M(+5.2%)	$76.6M	0.0%	+25.48%	31
STIFEL FINANCIAL CORP	Increased	2.6M(+5.1%)	$75.9M	0.1%	+37.73%	31
OSAIC HOLDINGS, INC.	Increased	2.5M(+14.0%)	$73.1M	0.1%	+30.56%	34
COMMONWEALTH EQUITY SERVICES, LLC	Increased	2.1M(+3.2%)	$61.2M	0.1%	+45.34%	30
Kestra Advisory Services, LLC	Increased	1.4M(+9.4%)	$40.5M	0.1%	+25.43%	38
Baird Financial Group, Inc.	Increased	1.3M(+6.5%)	$36.9M	0.1%	+35.56%	31
ENVESTNET ASSET MANAGEMENT INC	Decreased	851,604(-0.3%)	$25M	0.0%	+44.43%	0
MFMerit Financial Group, LLC	Decreased	713,832(-2.1%)	$21M	0.1%	+18.66%	0
IWIntegrated Wealth Concepts LLC	Increased	634,649(+9.5%)	$18.7M	0.1%	+24.49%	31
Steward Partners Investment Advisory, LLC	Increased	604,216(+15.8%)	$17.8M	0.1%	+15.67%	33
FWFocus Partners Wealth	Decreased	546,374(-16.8%)	$16.1M	0.0%	+27.29%	0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	517,800(+16.7%)	$15.1M	0.0%	+29.44%	33
HighTower Advisors, LLC	Increased	437,345(+28.8%)	$12.9M	0.0%	+35.13%	35
Private Advisor Group, LLC	Increased	366,388(+42.3%)	$10.8M	0.0%	+19.93%	37
Aptus Capital Advisors, LLC	Decreased	363,384(-3.1%)	$10.7M	0.1%	+16.23%	0
Farther Finance Advisors, LLC	Increased	360,184(+36.1%)	$10.6M	0.1%	+11.71%	36

Showing 1-20 of 57

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RDVIFIRST TR EXCHANGE-TRADED FD

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Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer