Chris Bulman Inc RDVY — FIRST TR EXCHANGE-TRADED FD

Ownership history in Chris Bulman Inc  ·  7 quarters on record

AI Ownership Summary

Chris Bulman Inc reported FIRST TR EXCHANGE-TRADED FD (RDVY) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 6.44% in 2026 Q1. The latest visible filing shows RDVY at 6.44% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this RDVY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Chris Bulman Inc's position in FIRST TR EXCHANGE-TRADED FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

RDVY was reported at 6.44% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.44% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

RDVY stock page Chris Bulman Inc fund profile Chris Bulman Inc full holdings
How Chris Bulman Inc held RDVY — position size vs. price
% of Fund (quarterly)    RDVY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 215,268 +26,598 +14.1% 6.44% $14.7M 2026-04-13 $73.06
2025 Q4 ADDED — — — 188,670 +47,781 +33.9% 5.80% $13.1M 2026-01-14 $71.80
2025 Q3 ADDED — — — 140,889 +55,611 +65.2% 4.75% $9.5M 2025-10-20 $66.64
2025 Q2 ADDED — — — 85,278 +44,075 +107.0% 3.05% $5.4M 2025-07-14 $62.91
2025 Q1 ADDED — — — 41,203 +16,472 +66.6% 1.52% $2.4M 2025-04-15 $54.78
2024 Q4 ADDED — — — 24,731 +11,253 +83.5% 0.93% $1.5M 2025-02-10 $61.43
2024 Q3 INITIATED — — — 13,478 — — 0.54% $798K 2024-10-22 $58.56

🏢 Other funds also holding RDVY

As of 2026 Q1 — sorted by position size

Horizon Advisory Services, Inc. 18.77% Rise Advisors, LLC 3Y 11.46% tru Independence LLC 3Y 8.69% Hobart Private Capital, LLC 3Y 6.93% AFFINITY WEALTH MANAGEMENT LLC 3Y 7Y 6.86% NESTEGG ADVISORS, INC. 6.83% Key Client Fiduciary Advisors, LLC 3Y 6.52% STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC 6.39% AVAII WEALTH MANAGEMENT, LLC 3Y 5.81% Next Level Private LLC 3Y 5.59%

FAQ About Chris Bulman Inc and RDVY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Chris Bulman Inc reported owning RDVY?

Chris Bulman Inc reported RDVY across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported RDVY position in Chris Bulman Inc's portfolio?

The largest reported portfolio weight for RDVY was 6.44% in 2026 Q1.

What is the latest reported RDVY position on this page?

The most recent filing on this page is 2026 Q1, when Chris Bulman Inc reported 215,268 shares, equal to 6.44% of portfolio, with an estimated market value of $14.7M.

What does the chart on this RDVY ownership page compare?

The chart compares Chris Bulman Inc's quarterly RDVY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Chris Bulman Inc time their RDVY position?

Based on 13F filing dates vs. subsequent RDVY price moves, Chris Bulman Inc correctly timed 5 out of 6 reported position changes (83%). The annualised alpha on RDVY relative to SPY over the holding period was +2.8%.

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