Who Owns FIRST TR EXCHANGE-TRADED FD (RDVI)? -- Institutional Holders (2026-06-30)

321 institutions reported holding $2.06B of FIRST TR EXCHANGE-TRADED FD (RDVI) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($376.4M), WELLS FARGO & COMPANY/MN ($120.1M), RAYMOND JAMES FINANCIAL INC ($110.8M), Cetera Investment Advisers ($81.9M), Royal Bank of Canada ($76.6M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$376.4M12.8MAdded
2WELLS FARGO & COMPANY/MN$120.1M4.1MAdded
3RAYMOND JAMES FINANCIAL INC$110.8M3.8MAdded
4Cetera Investment Advisers$81.9M2.8MAdded
5Royal Bank of Canada$76.6M2.6MAdded
6STIFEL FINANCIAL CORP$75.9M2.6MAdded
7OSAIC HOLDINGS, INC.$73.1M2.5MAdded
8COMMONWEALTH EQUITY SERVICES, LLC$61.2M2.1MAdded
9Kestra Advisory Services, LLC$40.5M1.4MAdded
10Baird Financial Group, Inc.$36.9M1.3MAdded
11HARBOUR INVESTMENTS, INC.$28.6M974,155Added
12Cambridge Investment Research Advisors, Inc.$27.7M941,301Added
13Arax Advisory Partners$25.2M858,837Added
14PINNACLE ASSOCIATES LTD$25.1M852,753Added
15ENVESTNET ASSET MANAGEMENT INC$25.0M851,604Trimmed
16Janney Montgomery Scott LLC$23.0M781,655Added
17Prospera Financial Services Inc$21.0M714,319Added
18Merit Financial Group, LLC$21.0M713,832Trimmed
19PARK NATIONAL CORP /OH/$20.9M711,228Added
20ADAMSBROWN WEALTH CONSULTANTS LLC$20.2M686,102Added
21Integrated Wealth Concepts LLC$18.7M634,649Added
22Second Half Financial Partners, LLC$18.5M628,118Hold
23Steward Partners Investment Advisory, LLC$17.8M604,216Added
24Stratos Wealth Partners, LTD.$17.0M579,456Trimmed
25Focus Partners Wealth$16.1M546,374Trimmed

Source: SEC Form 13F filings · as of 2026-06-30