FIRST TR EXCHANGE-TRADED FD

TickerRDVI

Sector · IndustryUnknownUnknown

13D/G

SecurityETF · US

CUSIP33738D879

Holders

(6 Elite)

$1.3B

Total Value

74% (54)

Consensus

40 buying - 14 selling

Fund holdings as of Jun 30, 2026

Smart Money Verdict

View all

Held by 55 funds

6 elite

Who's Trading

Source dates: Price Nov 6, 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

Checking access…

	Action
LPL Financial LLC	Increased	12.8M(+12.9%)	$376.4M	0.1%	+31.73%	35
Wells Fargo & Company	Increased	4.1M(+8.6%)	$120.1M	0.0%	+24.87%	33
Raymond James Financial Inc.	Increased	3.8M(+5.9%)	$110.8M	0.0%	+26.55%	32
Cetera Investment Advisers	Increased	2.8M(+13.8%)	$81.9M	0.1%	+27.27%	34
Royal Bank of Canada	Increased	2.6M(+5.2%)	$76.6M	0.0%	+36.05%	31
Stifel Financial Corp.	Increased	2.6M(+5.1%)	$75.9M	0.1%	+38.41%	31
Osaic Holdings, Inc.	Increased	2.5M(+14.0%)	$73.1M	0.1%	+31.21%	34
Commonwealth Equity Services, LLC	Increased	2.1M(+3.2%)	$61.2M	0.1%	+47.87%	30
Kestra Advisory Services, LLC	Increased	1.4M(+9.4%)	$40.5M	0.1%	+27.61%	38
Baird Financial Group, Inc.	Increased	1.3M(+6.5%)	$36.9M	0.1%	+36.24%	31
Envestnet Asset Management Inc.	Decreased	851,604(-0.3%)	$25M	0.0%	+45.15%	0
MFMerit Financial Group, LLC	Decreased	713,832(-2.1%)	$21M	0.1%	+19.25%	0
IWIntegrated Wealth Concepts LLC	Increased	616,804(+6.4%)	$18.1M	0.1%	+26.08%	36
Steward Partners Investment Advisory, LLC	Increased	604,216(+15.8%)	$17.8M	0.1%	+16.25%	33
FWFocus Partners Wealth	Decreased	546,374(-16.8%)	$16.1M	0.0%	+27.92%	0
Wealth Enhancement Advisory Services, LLC	Increased	517,800(+16.7%)	$15.1M	0.0%	+31.69%	33
HighTower Advisors, LLC	Increased	437,345(+28.8%)	$12.9M	0.0%	+35.81%	35
Private Advisor Group, LLC	Increased	366,388(+42.3%)	$10.8M	0.0%	+20.53%	37
Aptus Capital Advisors, LLC	Decreased	363,384(-3.1%)	$10.7M	0.1%	+16.81%	0
Farther Finance Advisors, LLC	Increased	360,184(+36.1%)	$10.6M	0.1%	+13.66%	36

Showing 1-20 of 57

Per page:

1 / 3

Loading insider trades…

Loading Congress trades…

Loading activist filings…

RDVIFIRST TR EXCHANGE-TRADED FD

Continue exploring

Smart money flow

Track where institutional capital is flowing

Discover new institutional entries

Fresh positions initiated this quarter

Check sector trends

Capital flows across GICS sectors

Similar stocks

FISVFiserv, Inc.

336 holders · $21.1B

SPYSTATE STR SPDR S&P 500 ETF T

296 holders · $348.5B

IVVISHARES TR

263 holders · $566.9B

QQQInvesco QQQ Trust, Series 1

246 holders · $125.8B

VOOVANGUARD INDEX FDS

XLFSELECT SECTOR SPDR TR

225 holders · $31.5B

XLESELECT SECTOR SPDR TR

223 holders · $17.3B

EFAISHARES TR

221 holders · $47.1B

Questions investors ask about RDVI

Who owns RDVI?

55 institutional investors held RDVI on June 30, 2026, led by LPL Financial LLC ($376.4M), Wells Fargo & Company ($120.1M) and Raymond James Financial Inc. ($110.8M).

How many hedge funds hold RDVI?

55 institutional investors reported RDVI in their 13F filings for the quarter ended June 30, 2026, $1.3B in all. 6 of them are rated Elite.

Are institutions buying or selling RDVI?

Buying, on balance. In Q2 2026, 40 institutions opened or added to positions in RDVI and 14 institutions trimmed or exited.

High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

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