RDVI · Insider trading · 13F holders · Congress trades
First Tr Exchange-Traded Fd (RDVI)
Who is buying and selling RDVI: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 60
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
RDVI at a glance
- No open-market insider purchases or sales of RDVI were filed in the last 90 days.
- 60 13F filers hold RDVI among their 50 largest positions, worth $377.0M combined. The biggest bets by portfolio weight are Bullseye Investment Management, LLC (8.9%), Second Half Financial Partners, LLC (7.6%) and Cooper Capital Advisors LLC (5.8%). In their latest 13Fs, 1 manager opened a new position and 24 added to one.
- No member of Congress has disclosed a trade in RDVI.
RDVI insider trading
No open-market insider purchases or sales of RDVI were filed in the last 90 days.
Who owns RDVI? Hedge funds and superinvestors
60 13F filers hold RDVI among their 50 largest positions, worth $377.0M combined. The biggest bets by portfolio weight are Bullseye Investment Management, LLC (8.9%), Second Half Financial Partners, LLC (7.6%) and Cooper Capital Advisors LLC (5.8%). In their latest 13Fs, 1 manager opened a new position and 24 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Harbour Investments, Inc.Wealth manager | 0.4% | $28.6M | 974,155 | — | Q2 2026 |
| Second Half Financial Partners, LLCWealth manager | 7.6% | $18.5M | 628,118 | +0.0% shares | Q2 2026 |
| Bullseye Investment Management, LLCWealth manager | 8.9% | $18.0M | 645,845 | +6.0% shares | Q3 2026 |
| Summit Financial Wealth Advisors, LLCWealth manager | 2.1% | $17.3M | 620,073 | +52.4% shares | Q3 2026 |
| VestGen Advisors, LLCWealth manager | 0.5% | $15.8M | 565,072 | +3.6% shares | Q3 2026 |
| Adamsbrown Wealth Consultants LLCWealth manager | 2.9% | $15.7M | 564,582 | -17.7% shares | Q3 2026 |
| Silver Oak Securities, IncorporatedWealth manager | 0.9% | $15.1M | 514,302 | +6.0% shares | Q2 2026 |
| Cooper Capital Advisors LLCWealth manager | 5.8% | $14.2M | 508,538 | +4.5% shares | Q3 2026 |
| Beaumont Financial Advisors, LLCWealth manager | 0.9% | $13.7M | 492,160 | -2.9% shares | Q3 2026 |
| Argent Advisors, Inc.Wealth manager | 3.2% | $13.0M | 441,026 | -0.9% shares | Q2 2026 |
| Clarus Group, Inc.Wealth manager | 4.0% | $12.1M | 432,705 | +1.7% shares | Q3 2026 |
| Pinnacle Wealth Management Advisory Group, LLCWealth manager | 0.6% | $9.7M | 349,433 | -0.1% shares | Q3 2026 |
| Echo Wealth Management, LLCWealth manager | 4.7% | $9.6M | 345,534 | +4.4% shares | Q3 2026 |
| Arq Wealth Advisors, LLCWealth manager | 1.0% | $8.7M | 312,491 | +5.9% shares | Q3 2026 |
| Luken Investment Analytics, LLCWealth manager | 3.0% | $8.6M | 293,324 | -18.7% shares | Q2 2026 |
| Aurora Private Wealth, Inc.Wealth manager | 4.7% | $7.5M | 270,272 | +5.1% shares | Q3 2026 |
| Atlas Private Wealth AdvisorsWealth manager | 1.6% | $7.5M | 267,293 | -6.1% shares | Q3 2026 |
| Oxford Wealth Group, LLCWealth manager | 3.3% | $7.3M | 248,184 | +18.2% shares | Q2 2026 |
| James T. Borello RIAInvestment manager | 1.2% | $6.0M | 215,807 | +37.5% shares | Q3 2026 |
| RiverTree Advisors, LLCWealth manager | 3.5% | $5.9M | 211,376 | +20.9% shares | Q3 2026 |
| Patriot Financial Group Insurance Agency, LLCWealth manager | 0.6% | $5.8M | 208,711 | +11.0% shares | Q3 2026 |
| Buska Wealth Management, LLCWealth manager | 1.8% | $5.3M | 191,803 | +78.6% shares | Q3 2026 |
| Stonebridge Financial Planning Group, LLCWealth manager | 1.7% | $5.3M | 181,543 | -0.6% shares | Q2 2026 |
| Meadow Creek Wealth Advisors LLCWealth manager | 3.3% | $5.3M | 181,531 | +4.6% shares | Q2 2026 |
| StoneCrest Wealth Management, Inc.Wealth manager | 1.7% | $5.3M | 180,277 | +0.6% shares | Q2 2026 |
| Trueblood Wealth Management, LLCWealth manager | 1.7% | $4.8M | 173,205 | -1.0% shares | Q3 2026 |
| Semus Wealth Partners LLCWealth manager | 2.2% | $4.8M | 172,512 | +12.7% shares | Q3 2026 |
| Elevation Advisory Partners LLCWealth manager | 4.9% | $4.8M | 165,647 | +101.9% shares | Q2 2026 |
| Compass Financial Services IncWealth manager | 1.8% | $4.7M | 160,135 | +5.0% shares | Q2 2026 |
| Prosperity Financial Group, Inc.Wealth manager | 1.4% | $4.7M | 168,771 | +4.6% shares | Q3 2026 |
The 30 largest of 60 positions, by value. Each manager counts with its latest 13F (Q3 2026: 33, Q2 2026: 27). Screen RDVI in the grand portfolio →
RDVI stock trades by members of Congress
No member of Congress has disclosed a trade in RDVI.
RDVI questions and answers
Are insiders buying RDVI stock?
No open-market insider purchases or sales of RDVI were filed in the last 90 days.
Which hedge funds own RDVI?
60 13F filers hold RDVI among their 50 largest positions, worth $377.0M combined. The biggest bets by portfolio weight are Bullseye Investment Management, LLC (8.9%), Second Half Financial Partners, LLC (7.6%) and Cooper Capital Advisors LLC (5.8%). In their latest 13Fs, 1 manager opened a new position and 24 added to one.
Has Congress traded RDVI?
No member of Congress has disclosed a trade in RDVI.
Who is the largest holder of RDVI?
Among 13F filers, Harbour Investments, Inc. reports the largest RDVI position, $28.6M (974,155 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Bullseye Investment Management, LLC's: 8.9% of its portfolio.
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