RDVY β€” First Trust ETFs/USA

Ownership history in CX Institutional  Β·  4 quarters on record

AI Ownership Summary

CX Institutional reported First Trust ETFs/USA (RDVY) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. The latest visible filing shows RDVY at 0.00% 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 CX Institutional's position in First Trust ETFs/USA, 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 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% 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
2025 Q2 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.

How CX Institutional held RDVY β€” position size vs. price
% of Fund (quarterly)    RDVY price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 1,150 +2 +0.2% 0.00% $79 2026-04-06 $69.51
2025 Q4 ADDED 1,148 +331 +40.5% 0.00% $80K 2026-02-02 $72.94
2025 Q3 ADDED 817 +520 +175.1% 0.00% $55K 2025-10-23 $67.01
2025 Q2 INITIATED 297 β€” β€” 0.00% $19K 2025-07-11 $62.80

FAQ About CX Institutional and RDVY

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

How long has CX Institutional reported owning RDVY?

CX Institutional reported RDVY across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported RDVY position in CX Institutional's portfolio?

The largest reported portfolio weight for RDVY was 0.00% in 2026 Q1.

What is the latest reported RDVY position on this page?

The most recent filing on this page is 2026 Q1, when CX Institutional reported 1,150 shares, equal to 0.00% of portfolio, with an estimated market value of $79.

What does the chart on this RDVY ownership page compare?

The chart compares CX Institutional'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.

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