FIRST TR EXCHANGE-TRADED FD (RDVI)
Institutional ownership reported to the SEC as of Q2 2026, across 16 quarters.
304
Reporting holders
$2.0B
Reported value
0.0%
Held as options
+31
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $376.4M | 12,801,978 | 0.08% | 13q | +12.9%+$43.1M |
| WELLS FARGO & COMPANY/MN | $120.1M | 4,084,913 | 0.02% | 11q | -45.7%-$101.1M |
| RAYMOND JAMES FINANCIAL INC | $110.8M | 3,767,292 | 0.03% | 7q | +5.9%+$6.2M |
| Cetera Investment Advisers | $81.9M | 2,786,549 | 0.07% | 13q | +13.8%+$10.0M |
| ROYAL BANK OF CANADA | $76.6M | 2,606,955 | 0.01% | 14q | +5.2%+$3.8M |
| STIFEL FINANCIAL CORP | $75.9M | 2,579,990 | 0.06% | 14q | +5.1%+$3.7M |
| OSAIC HOLDINGS, INC. | $73.1M | 2,487,340 | 0.09% | 15q | +14.0%+$9.0M |
| COMMONWEALTH EQUITY SERVICES, LLC | $61.2M | 2,080,391 | 0.08% | 15q | +3.2%+$1.9M |
| Merit Financial Group, LLC | $42.0M | 1,427,664 | 0.13% | 4q | +95.8%+$20.5M |
| Kestra Advisory Services, LLC | $40.5M | 1,377,615 | 0.13% | 13q | +9.4%+$3.5M |
| Baird Financial Group, Inc. | $36.9M | 1,253,958 | 0.05% | 12q | +6.5%+$2.2M |
| HARBOUR INVESTMENTS, INC. | $28.6M | 974,155 | 0.39% | 14q | +4.2%+$1.2M |
| Arax Advisory Partners | $25.2M | 858,837 | 0.17% | 3q | +12.6%+$2.8M |
| PINNACLE ASSOCIATES LTD | $25.1M | 852,753 | 0.27% | 14q | +1.3%+$312.2K |
| ENVESTNET ASSET MANAGEMENT INC | $25.0M | 851,604 | 0.01% | 14q | HELD |
| Prospera Financial Services Inc | $21.0M | 714,319 | 0.31% | 13q | +5.2%+$1.0M |
| PARK NATIONAL CORP /OH/ | $20.9M | 711,228 | 0.59% | 13q | +4.5%+$902.5K |
| ADAMSBROWN WEALTH CONSULTANTS LLC | $20.2M | 686,102 | 3.80% | 6q | +2.1%+$421.2K |
| Integrated Wealth Concepts LLC | $18.7M | 634,649 | 0.09% | 15q | +9.5%+$1.6M |
| Second Half Financial Partners, LLC | $18.5M | 628,118 | 7.57% | 10q | HELD |
| Steward Partners Investment Advisory, LLC | $17.8M | 604,216 | 0.09% | 11q | +15.7%+$2.4M |
| Stratos Wealth Partners, LTD. | $17.0M | 579,456 | 0.17% | 7q | -5.8%-$1.0M |
| Focus Partners Wealth | $16.1M | 546,374 | 0.02% | 5q | -16.8%-$3.2M |
| VestGen Advisors, LLC | $16.0M | 545,359 | 0.47% | 6q | +0.8%+$119.9K |
| SILVER OAK SECURITIES, INCORPORATED | $15.1M | 514,302 | 0.92% | 12q | +6.0%+$850.1K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $15.1M | 517,800 | 0.03% | 11q | +16.7%+$2.2M |
| Beaumont Financial Advisors, LLC | $14.9M | 506,641 | 0.95% | 5q | HELD |
| Cooper Capital Advisors LLC | $14.3M | 486,689 | 6.21% | 5q | +4.0%+$554.0K |
| Argent Advisors, Inc. | $13.0M | 441,026 | 3.24% | 7q | -0.9%-$121.3K |
| HighTower Advisors, LLC | $12.9M | 437,345 | 0.01% | 14q | +28.8%+$2.9M |
| Clarus Group, Inc. | $12.5M | 425,643 | 4.24% | 5q | -1.4%-$183.5K |
| Prime Capital Investment Advisors, LLC | $12.5M | 423,807 | 0.12% | 7q | -31.9%-$5.8M |
| Summit Financial Wealth Advisors, LLC | $12.0M | 406,865 | 1.53% | 7q | +2.8%+$323.8K |
| Private Advisor Group, LLC | $10.8M | 366,388 | 0.05% | 13q | +42.3%+$3.2M |
| Aptus Capital Advisors, LLC | $10.7M | 363,384 | 0.07% | 15q | -3.1%-$338.1K |
| Concurrent Investment Advisors, LLC | $10.7M | 362,301 | 0.09% | 9q | +4.9%+$495.9K |
| Farther Finance Advisors, LLC | $10.6M | 360,184 | 0.08% | 9q | +36.1%+$2.8M |
| Pinnacle Wealth Management Advisory Group, LLC | $10.3M | 349,706 | 0.61% | 13q | +1.0%+$96.8K |
| Rockefeller Capital Management L.P. | $10.1M | 341,896 | 0.02% | 9q | +10.5%+$957.3K |
| Echo Wealth Management, LLC | $9.7M | 330,875 | 4.96% | 15q | +7.7%+$697.0K |
| Snowden Capital Advisors LLC | $9.3M | 316,399 | 0.22% | 11q | HELD |
| Luken Investment Analytics, LLC | $8.6M | 293,324 | 3.01% | 12q | -18.7%-$2.0M |
| &PARTNERS | $8.6M | 292,479 | 0.04% | 8q | -13.7%-$1.4M |
| PRINCIPAL SECURITIES, INC. | $8.5M | 289,620 | 0.10% | 11q | +2.8%+$233.3K |
| ARQ WEALTH ADVISORS, LLC | $8.5M | 294,973 | 1.05% | 10q | +49.4%+$2.8M |
| Atlas Private Wealth Advisors | $8.4M | 284,512 | 1.83% | 13q | -26.1%-$3.0M |
| NewEdge Advisors, LLC | $8.2M | 279,969 | 0.02% | 14q | +104.6%+$4.2M |
| RFG Advisory, LLC | $7.6M | 257,160 | 0.12% | 11q | +13.9%+$921.9K |
| Oxford Wealth Group, LLC | $7.3M | 248,184 | 3.26% | 3q | +18.2%+$1.1M |
| IFP Advisors, Inc | $7.0M | 239,480 | 0.13% | 14q | +29.2%+$1.6M |
| HighPoint Advisor Group LLC | $6.9M | 234,838 | 0.24% | 3q | +20.6%+$1.2M |
| Pinnacle Financial Partners, Inc. | $6.7M | 228,833 | 0.05% | 3q | +39.4%+$1.9M |
| J.W. COLE ADVISORS, INC. | $6.3M | 215,085 | 0.11% | 14q | +34.2%+$1.6M |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $6.2M | 209,963 | 0.29% | 3q | +3.4%+$204.4K |
| MML INVESTORS SERVICES, LLC | $6.0M | 202,755 | 0.01% | 13q | +38.7%+$1.7M |
| Kingsview Wealth Management, LLC | $5.9M | 202,280 | 0.07% | 14q | +38.5%+$1.7M |
| Patriot Financial Group Insurance Agency, LLC | $5.5M | 187,978 | 0.57% | 14q | -42.6%-$4.1M |
| Summit Financial, LLC | $5.5M | 185,519 | 0.06% | 4q | -2.7%-$153.6K |
| Stonebridge Financial Planning Group, LLC | $5.3M | 181,543 | 1.70% | 13q | -0.6%-$34.8K |
| Meadow Creek Wealth Advisors LLC | $5.3M | 181,531 | 3.26% | 4q | +4.6%+$234.2K |
| StoneCrest Wealth Management, Inc. | $5.3M | 180,277 | 1.69% | 3q | +0.6%+$29.1K |
| Trueblood Wealth Management, LLC | $5.1M | 174,899 | 1.79% | 11q | +4.1%+$203.7K |
| RiverTree Advisors, LLC | $5.1M | 174,809 | 3.03% | 5q | +14.2%+$637.6K |
| Capital Investment Advisory Services, LLC | $5.1M | 174,242 | 0.32% | 15q | -6.5%-$355.5K |
| Gateway Wealth Partners, LLC | $5.1M | 172,209 | 0.30% | 6q | -46.6%-$4.4M |
| StoneX Group Inc. | $5.0M | 171,840 | 0.20% | 12q | +5.1%+$247.0K |
| D.A. DAVIDSON & CO. | $4.8M | 163,866 | 0.03% | 11q | +5.4%+$245.9K |
| Elevation Advisory Partners LLC | $4.8M | 165,647 | 4.91% | 2q | +101.9%+$2.4M |
| Apollon Wealth Management, LLC | $4.8M | 162,842 | 0.06% | 13q | +0.9%+$40.4K |
| Prosperity Financial Group, Inc. | $4.7M | 161,312 | 1.47% | 13q | +3.1%+$142.8K |
| G&S Capital LLC | $4.7M | 160,757 | 1.37% | 13q | +1.6%+$75.7K |
| Compass Financial Services Inc | $4.7M | 160,135 | 1.76% | 2q | +5.0%+$222.6K |
| Atlantic Union Bankshares Corp | $4.6M | 155,433 | 0.08% | 5q | +88.9%+$2.2M |
| Semus Wealth Partners LLC | $4.5M | 153,022 | 2.17% | 13q | +3.9%+$167.7K |
| MGO ONE SEVEN LLC | $4.5M | 151,710 | 0.07% | 13q | +771.6%+$3.9M |
| Atlas Wealth LLC | $4.4M | 148,102 | 0.62% | 13q | +0.8%+$33.8K |
| HUNTINGTON NATIONAL BANK | $4.3M | 145,345 | 0.02% | 2q | HELD |
| Retirement Planning Group, LLC | $4.2M | 142,520 | 0.11% | 15q | +12.0%+$450.4K |
| Accel Wealth Management | $4.1M | 141,030 | 0.93% | 7q | +49.0%+$1.4M |
| Delta Investment Management, LLC | $4.1M | 140,825 | 0.68% | 12q | +8.3%+$317.0K |
| LANGLEY WEALTH MANAGEMENT, LLC | $4.1M | 275,590 | 3.46% | new | FIRST |
| INDEPENDENT FINANCIAL GROUP, LLC | $3.8M | 130,550 | 0.07% | 6q | -26.1%-$1.4M |
| Prostatis Group LLC | $3.7M | 126,488 | 0.87% | 10q | -10.0%-$414.6K |
| Sanctuary Advisors, LLC | $3.7M | 126,310 | 0.02% | 9q | +1.9%+$69.0K |
| Centerpoint Advisory Group | $3.7M | 125,462 | 2.34% | 5q | +33.1%+$917.3K |
| TRUIST FINANCIAL CORP | $3.7M | 125,163 | 0.00% | 14q | +7.2%+$246.1K |
| Rehmann Capital Advisory Group | $3.5M | 118,403 | 0.16% | 13q | -2.1%-$74.0K |
| FISCHER INVESTMENT STRATEGIES, LLC | $3.5M | 117,905 | 1.65% | new | NEW |
| Arkadios Wealth Advisors | $3.4M | 114,238 | 0.05% | 10q | -5.5%-$196.5K |
| Buska Wealth Management, LLC | $3.2M | 107,379 | 1.14% | 2q | +256.7%+$2.3M |
| KPP Advisory Services LLC | $3.2M | 107,221 | 0.40% | 10q | +2.9%+$88.1K |
| Foundations Investment Advisors, LLC | $3.1M | 106,281 | 0.03% | 12q | +61.3%+$1.2M |
| Gladstone Institutional Advisory LLC | $3.1M | 103,859 | 0.10% | 12q | +6.7%+$192.9K |
| BEACON FINANCIAL GROUP | $2.9M | 98,952 | 0.26% | 11q | +10.1%+$267.6K |
| OPPENHEIMER & CO INC | $2.9M | 97,103 | 0.03% | 8q | +1.6%+$45.3K |
| Ameritas Advisory Services, LLC | $2.8M | 96,808 | 0.06% | 12q | +308.5%+$2.1M |
| Brookstone Capital Management | $2.7M | 93,210 | 0.03% | 7q | +7.0%+$179.9K |
| VIMA LLC | $2.6M | 89,567 | 2.57% | 3q | +67.5%+$1.1M |
| World Investment Advisors | $2.6M | 91,351 | 0.04% | 4q | +1.3%+$34.0K |
| Advisory Advocates, LLC | $2.5M | 85,403 | 2.15% | 3q | +8.1%+$187.6K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-14 | 13G/A | First Trust Portfolios L.P.with 2 co-filers | 12.5% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 304 | $2.0B | 68,819,900 | 39 | 171 | 57 | 0.0% |
| Q1 2026 | 273 | $1.7B | 68,227,224 | 24 | 159 | 52 | 0.1% |
| Q4 2025 | 273 | $1.5B | 56,225,797 | 34 | 141 | 60 | 0.0% |
| Q3 2025 | 239 | $1.3B | 48,915,445 | 25 | 136 | 54 | 0.0% |
| Q2 2025 | 234 | $1.1B | 46,097,441 | 39 | 118 | 47 | 0.1% |
| Q1 2025 | 215 | $943.3M | 39,778,795 | 24 | 123 | 44 | 0.0% |
| Q4 2024 | 212 | $851.1M | 35,087,887 | 31 | 111 | 32 | 0.0% |
| Q3 2024 | 177 | $702.4M | 28,521,990 | 28 | 98 | 28 | 0.0% |
| Q2 2024 | 152 | $560.0M | 23,944,656 | 22 | 92 | 21 | 0.0% |
| Q1 2024 | 133 | $495.2M | 20,250,334 | 24 | 74 | 22 | 0.0% |
| Q4 2023 | 120 | $380.5M | 16,495,991 | 23 | 52 | 24 | 0.0% |
| Q3 2023 | 90 | $283.4M | 13,453,150 | 24 | 59 | 3 | 0.0% |
| Q2 2023 | 72 | $176.1M | 8,010,271 | 36 | 31 | 3 | 0.0% |
| Q1 2023 | 39 | $39.9M | 1,868,663 | 27 | 9 | 1 | 0.0% |
| Q4 2022 | 11 | $9.5M | 438,088 | 10 | 0 | 0 | 0.0% |
| Q3 2022 | 1 | $822.2K | 39,025 | 1 | 0 | 0 | 0.0% |