13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
RDVI

FIRST TR EXCHANGE-TRADED FD

330 institutions still hold FIRST TR EXCHANGE-TRADED FD as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 33738D879·Exchange Traded Fund·330 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$1.3B
visible holders
Holders
330
filers reporting
Concentration
29.20%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

330 institutions reported RDVI in Q2 2026. LPL Financial LLC leads at 29.2% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$376M12.8M0.08%Q2 202602
WELLS FARGO & COMPANY/MN
CIK 0000072971
$120M4.1M0.02%Q2 202603
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$111M3.8M0.03%Q2 202604
Cetera Investment Advisers
CIK 0001666741
$82M2.8M0.07%Q2 202605
ROYAL BANK OF CANADA
CIK 0001000275
$77M2.6M0.01%Q2 202606
STIFEL FINANCIAL CORP
CIK 0000720672
$76M2.6M0.06%Q2 202607
OSAIC HOLDINGS, INC.
CIK 0001677044
$73M2.5M0.09%Q2 202608
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$61M2.1M0.08%Q2 202609
Kestra Advisory Services, LLC
CIK 0001830819
$41M1.4M0.13%Q2 202610
Baird Financial Group, Inc.
CIK 0001648711
$37M1.3M0.05%Q2 202611
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$29M974K0.39%Q2 202612
Arax Advisory Partners
CIK 0001586767
$25M859K0.17%Q2 202613
Spectrum Wealth Counsel, LLC
CIK 0002011274
$25M1.1M3.02%Q1 202514
PINNACLE ASSOCIATES LTD
CIK 0000743127
$25M853K0.27%Q2 202615
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$25M852K0.01%Q2 202616
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$23M911K0.06%Q1 202617
Prospera Financial Services Inc
CIK 0001541625
$21M714K0.31%Q2 202618
Merit Financial Group, LLC
CIK 0001621225
$21M714K0.13%Q2 202619
PARK NATIONAL CORP /OH/
CIK 0000805676
$21M711K0.59%Q2 202620
ADAMSBROWN WEALTH CONSULTANTS LLC
CIK 0001911244
$20M686K3.80%Q2 2026
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