# FIRST TR EXCHANGE-TRADED FD (RDVI)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/RDVI/

- Reporting holders: 13
- Reported value: $43.4M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [PARK NATIONAL CORP /OH/](https://holderbook.com/funds/805676-park-national-corp-oh/) | $19.6M | 703,618 | 0.5% | 14 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $11.1M | 397,180 | 0.1% | 10 |
| [Buska Wealth Management, LLC](https://holderbook.com/funds/1910503-buska-wealth-management-llc/) | $5.3M | 191,803 | 1.8% | 3 |
| [TrueWealth Advisors, LLC](https://holderbook.com/funds/1817714-truewealth-advisors-llc/) | $2.5M | 88,096 | 0.6% | 11 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $1.8M | 64,077 | 0.1% | 14 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $995.9K | 35,723 | 0.0% | 14 |
| [Sound Income Strategies, LLC](https://holderbook.com/funds/1730960-sound-income-strategies-llc/) | $583.7K | 20,661 | 0.0% | 4 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $445.4K | 15,976 | 0.0% | 14 |
| [Gerald Baker Financial Group LLC](https://holderbook.com/funds/2133489-gerald-baker-financial-group-llc/) | $351.5K | 12,609 | 0.1% | 3 |
| [TITLEIST ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1977759-titleist-asset-management-llc/) | $293.3K | 10,520 | 0.0% | 4 |
| [RHODES INVESTMENT ADVISORS INC /ADV](https://holderbook.com/funds/1005186-rhodes-investment-advisors-inc-adv/) | $234.9K | 8,425 | 0.2% | 4 |
| [WINEBRENNER CAPITAL MANAGEMENT LLC](https://holderbook.com/funds/2047728-winebrenner-capital-management-llc/) | $203.6K | 7,304 | 0.1% | 2 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $57.2K | 2,053 | 0.0% | 8 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 13 | $43.4M |
| Q2 2026 | 315 | $2.2B |
| Q1 2026 | 281 | $1.8B |
| Q4 2025 | 283 | $1.6B |
| Q3 2025 | 249 | $1.4B |
| Q2 2025 | 247 | $1.2B |
| Q1 2025 | 229 | $1.0B |
| Q4 2024 | 224 | $928.3M |
| Q3 2024 | 191 | $771.5M |
| Q2 2024 | 167 | $619.8M |
| Q1 2024 | 149 | $586.4M |
| Q4 2023 | 134 | $419.0M |