13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded Fund
RDVI

FIRST TR EXCHANGE-TRADED FD

302 institutions still hold FIRST TR EXCHANGE-TRADED FD as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 33738D879·Exchange Traded Fund·302 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$1.1B
visible holders
Holders
302
filers reporting
Concentration
27.25%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

302 institutions reported RDVI in Q1 2026. LPL Financial LLC leads at 27.3% 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
$290M11.3M0.08%Q1 202602
WELLS FARGO & COMPANY/MN
CIK 0000072971
$96M3.8M0.02%Q1 202603
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$91M3.6M0.03%Q1 202604
ROYAL BANK OF CANADA
CIK 0001000275
$63M2.5M0.01%Q1 202605
STIFEL FINANCIAL CORP
CIK 0000720672
$63M2.5M0.06%Q1 202606
Cetera Investment Advisers
CIK 0001666741
$63M2.4M0.07%Q1 202607
OSAIC HOLDINGS, INC.
CIK 0001677044
$56M2.2M0.08%Q1 202608
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$52M2.0M0.07%Q1 202609
Kestra Advisory Services, LLC
CIK 0001830819
$32M1.3M0.12%Q1 202610
Baird Financial Group, Inc.
CIK 0001648711
$30M1.2M0.05%Q1 202611
Independent Advisor Alliance
CIK 0001696899
$29M1.1M0.31%Q1 202612
Spectrum Wealth Counsel, LLC
CIK 0002011274
$25M1.1M3.02%Q1 202513
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$24M935K0.37%Q1 202614
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$23M911K0.06%Q1 202615
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$22M854K0.01%Q1 202616
PINNACLE ASSOCIATES LTD
CIK 0000743127
$22M842K0.28%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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