RDVI — FIRST TR EXCHANGE-TRADED FD

Ownership history in Echo Wealth Management, LLC  ·  13 quarters on record

This page tracks every 13F SEC filing in which Echo Wealth Management, LLC reported a position in FIRST TR EXCHANGE-TRADED FD (RDVI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
7.39% (2023 Q4)
Avg. % of fund
5.57%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 335,205 -5,114 -1.5% 5.14% $8.8M $25.87
2025 Q3 ADDED 340,319 +5,513 +1.6% 5.13% $8.8M $24.95
2025 Q2 REDUCED 334,806 -675 -0.2% 5.07% $8.3M $23.35
2025 Q1 REDUCED 335,481 -63,143 -15.8% 5.38% $8.0M $21.93
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    RDVI price (monthly, adj. close)

Other funds also holding RDVI

As of 2025 Q4 — sorted by position size

Second Half Financial Partners, LLC 3Y 7.32% Luken Investment Analytics, LLC 3Y 6.61% ADAMSBROWN WEALTH CONSULTANTS LLC 3Y 4.72% Clarus Group, Inc. 3Y 4.1% Aurora Private Wealth, Inc. 3Y 3.21% Argent Advisors, Inc. 3Y 3.19% Oxford Wealth Group, LLC 3.07% Atlas Private Wealth Advisors 3Y 2.84% Meadow Creek Wealth Advisors LLC 3Y 2.83% Whipplewood Advisors, LLC 2.47%
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