Horizon Advisory Services, Inc. RDVY — FIRST TR EXCHANGE-TRADED FD

Ownership history in Horizon Advisory Services, Inc.  ·  9 quarters on record

AI Ownership Summary

Horizon Advisory Services, Inc. reported FIRST TR EXCHANGE-TRADED FD (RDVY) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 19.37% in 2025 Q4. The latest visible filing shows RDVY at 18.77% 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 Horizon Advisory Services, 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 18.77% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
19.37% in 2025 Q4

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

Time in book
Holding Window
2024 Q1 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 Horizon Advisory Services, Inc. fund profile Horizon Advisory Services, Inc. full holdings
How Horizon Advisory Services, 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 537,012 -14,063 -2.6% 18.77% $36.7M 2026-04-22 $74.79
2025 Q4 REDUCED — — — 551,075 -10,254 -1.8% 19.37% $38.3M 2026-01-29 $73.02
2025 Q3 REDUCED — — — 561,329 -5,879 -1.0% 19.32% $37.8M 2025-10-15 $66.22
2025 Q2 ADDED — — — 567,208 +3,305 +0.6% 19.12% $35.6M 2025-07-23 $63.76
2025 Q1 REDUCED — — — 563,903 -2,722 -0.5% 18.68% $33.0M 2025-05-01 $56.55
2024 Q4 ADDED — — — 566,625 +103,730 +22.4% 19.18% $33.5M 2025-02-04 $61.56
2024 Q3 REDUCED — — — 462,895 -6,715 -1.4% 12.50% $27.4M 2024-11-12 $61.78
2024 Q2 REDUCED — — — 469,610 -11,950 -2.5% 12.31% $25.7M 2024-08-15 $55.45
2024 Q1 INITIATED — — — 481,560 — — 12.60% $27.0M 2024-04-29 $53.02

🏢 Other funds also holding RDVY

As of 2026 Q1 — sorted by position size

LIBERTY SQUARE WEALTH PARTNERS LLC 15.34% Spectrum Wealth Advisory Group, LLC 3Y 7Y 13.51% Ascension Capital Advisors, Inc. 3Y 12.58% INTEGRITY WEALTH ADVISORS, INC. 12.36% Rise Advisors, LLC 3Y 11.46% Traction Financial Partners, LLC 10.0% Sentinel Advisory Group, LLC 8.86% tru Independence LLC 3Y 8.69% ODonnell Financial Services, LLC 3Y 8.51% Hobart Private Capital, LLC 3Y 6.93%

FAQ About Horizon Advisory Services, 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 Horizon Advisory Services, Inc. reported owning RDVY?

Horizon Advisory Services, Inc. reported RDVY across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported RDVY position in Horizon Advisory Services, Inc.'s portfolio?

The largest reported portfolio weight for RDVY was 19.37% in 2025 Q4.

What is the latest reported RDVY position on this page?

The most recent filing on this page is 2026 Q1, when Horizon Advisory Services, Inc. reported 537,012 shares, equal to 18.77% of portfolio, with an estimated market value of $36.7M.

What does the chart on this RDVY ownership page compare?

The chart compares Horizon Advisory Services, 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 Horizon Advisory Services, Inc. time their RDVY position?

Based on 13F filing dates vs. subsequent RDVY price moves, Horizon Advisory Services, Inc. correctly timed 3 out of 8 reported position changes (38%). The annualised alpha on RDVY relative to SPY over the holding period was +21.6%.

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