13F Insight
DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
RDVI

FIRST TR EXCHANGE TRADED FD IV

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

CUSIP 33738d879·299 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 9.6%
vs prior quarter
13F value held
$1.0B
54.0% inst. owned
of float
Holders
299
+76 QoQ
filers reporting
Activity
+42 / −53
+844 added · −796 reduced
this quarter
Concentration
27.65%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

299 institutions reported RDVI in Q1 2026. LPL Financial LLC leads at 27.6% of the visible book. +76 net new institutions vs prior quarter — accumulation reading.

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
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$22M854K0.01%Q1 202615
PINNACLE ASSOCIATES LTD
CIK 0000743127
$22M842K0.28%Q1 202616
Arax Advisory Partners
CIK 0001586767
$19M763K0.55%Q1 202617
Merit Financial Group, LLC
CIK 0001621225
$19M729K0.14%Q1 202618
Focus Partners Wealth
CIK 0001542153
$18M697K0.02%Q4 202519
PARK NATIONAL CORP /OH/
CIK 0000805676
$17M681K0.53%Q1 202620
Prospera Financial Services Inc
CIK 0001541625
$17M679K0.28%Q1 2026
Page 1 of 15
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